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Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
SAMC
5
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$389K 322 -19 -6%
William Blair & Company
152
William Blair & Company
Illinois
$359K 298 -10 -3%
FHB
153
First Hawaiian Bank
Hawaii
$353K 293 +4 +1%
GSC
154
Ground Swell Capital
South Carolina
$351K 291 +291 New
OIA
155
OneDigital Investment Advisors
Kansas
$346K 287 – –
RIL
156
Rothschild Investment LLC
Illinois
$336K 279 +279 New
GCIA
157
Gabelli & Co Investment Advisers
New York
$331K 275 – –
OAM
158
Oppenheimer Asset Management
New York
$329K 273 +38 +16%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$329K 273 -168 -38%
CF
160
Centaurus Financial
California
$326K 271 +1 +0.4%
PAG
161
Private Advisor Group
New Jersey
$315K 262 -24 -8%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$312K 259 – –
AC
163
AlphaCore Capital
California
$309K 253 +94 +59%
BC
164
Bowman & Company
Wisconsin
– – -252 Closed
WW
165
Westshore Wealth
California
$300K 249 -5 -2%
EAM
166
Evanson Asset Management
California
$295K 245 – –
EH
167
Equitable Holdings
New York
$291K 242 -12 -5%
VCWA
168
Vanguard Capital Wealth Advisors
Colorado
$283K 235 – –
UIA
169
Ulland Investment Advisors
Minnesota
$278K 230 -41 -15%
BFG
170
Berger Financial Group
Minnesota
$269K 223 -3 -1%
EM
171
Excalibur Management
Massachusetts
$268K 219 -14 -6%
PCM
172
Pennsylvania Capital Management
Pennsylvania
$265K 220 – –
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$263K 218 +218 New
Chevy Chase Trust
174
Chevy Chase Trust
Maryland
– – – –
CGA
175
Crescent Grove Advisors
Illinois
$259K 212 +212 New
5 6
7
8 9