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Bank of America Series L
BAC.PRL

Overview Fund Activity

257 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

Holders
257
Holders Change
+15
Holders Change %
+6.2%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
28
Increased
72
Reduced
74
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global ETFs Holdings
1
Mirae Asset Global ETFs Holdings
Hong Kong
$74.1M
2
CAM
2
Camden Asset Management
California
$75.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$340M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$19M
5
ACM
5
Advisors Capital Management
New Jersey
$8.72M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$24.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.2M
3
State Street
3
State Street
Massachusetts
$55M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$54.2M
5
BlackRock
5
BlackRock
New York
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
151
Inscription Capital
Texas
$457K 382 -64 -14%
Creative Planning
152
Creative Planning
Kansas
$423K 355 +30 +9%
GT
153
Glenmede Trust
Pennsylvania
$419K 350 – –
EH
154
Equitable Holdings
New York
$419K 350 +98 +39%
CB
155
Cadence Bank
Mississippi
$419K 350 +350 New
GGS
156
Galvin Gaustad & Stein
Arizona
$407K 340 -7 -2%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$404K 338 -37 -10%
Comerica Bank
158
Comerica Bank
Texas
$397K 332 +11 +3%
ECG
159
Edge Capital Group
Georgia
$389K 325 – –
DIM
160
DLK Investment Management
California
$380K 318 +318 New
IA
161
IFG Advisors
Missouri
$377K 315 +315 New
KFS
162
Kaizen Financial Strategies
California
$362K 300 +126 +72%
PWSG
163
Pacific Wealth Strategies Group
California
$360K 301 +60 +25%
ICM
164
Islay Capital Management
Texas
$359K 300 -100 -25%
PI
165
PFG Investments
New York
$350K 293 – –
OIA
166
OneDigital Investment Advisors
Kansas
$347K 290 +3 +1%
IA
167
IFP Advisors
Florida
$340K 284 +124 +78%
RIL
168
Rothschild Investment LLC
Illinois
$334K 279 – –
William Blair & Company
169
William Blair & Company
Illinois
$334K 279 +11 +4%
GCIA
170
Gabelli & Co Investment Advisers
New York
$329K 275 – –
CF
171
Centaurus Financial
California
$325K 272 +1 +0.4%
PHS
172
Pekin Hardy Strauss
Illinois
$321K 268 -159 -37%
BC
173
Bowman & Company
Wisconsin
$311K 260 +260 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$311K 260 +1 +0.4%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$301K 251 +126 +101%
5 6
7
8 9