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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$389K 325 +3 +0.9%
ECG
152
Edge Capital Group
Georgia
$387K 325 – –
Comerica Bank
153
Comerica Bank
Texas
$383K 321 -203 -39%
PI
154
PFG Investments
New York
$350K 293 +293 New
OIA
155
OneDigital Investment Advisors
Kansas
$343K 287 – –
RIL
156
Rothschild Investment LLC
Illinois
$333K 279 – –
GCIA
157
Gabelli & Co Investment Advisers
New York
$328K 275 – –
CF
158
Centaurus Financial
California
$324K 271 – –
William Blair & Company
159
William Blair & Company
Illinois
$320K 268 -30 -10%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$309K 259 – –
BC
161
Bowman & Company
Wisconsin
– – – –
AC
162
AlphaCore Capital
California
$301K 249 -4 -2%
EH
163
Equitable Holdings
New York
$301K 252 +10 +4%
WW
164
Westshore Wealth
California
$297K 249 – –
EAM
165
Evanson Asset Management
California
$292K 245 – –
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$290K 244 +244 New
PWSG
167
Pacific Wealth Strategies Group
California
$288K 241 +241 New
VCWA
168
Vanguard Capital Wealth Advisors
Colorado
$281K 235 – –
GF
169
Gries Financial
Ohio
$271K 227 -139 -38%
BFG
170
Berger Financial Group
Minnesota
$266K 223 – –
PCM
171
Pennsylvania Capital Management
Pennsylvania
$263K 220 – –
EM
172
Excalibur Management
Massachusetts
$260K 218 -1 -0.5%
CGA
173
Crescent Grove Advisors
Illinois
$257K 212 – –
KAM
174
Knightsbridge Asset Management
California
$251K 208 – –
AMIM
175
Aull & Monroe Investment Management
Alabama
$251K 210 – –
5 6
7
8 9