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Bank of America Series L
BAC.PRL

Overview Fund Activity

262 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$251M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$44M
3
American Century Companies
3
American Century Companies
Missouri
$40.4M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$85.1M
5
EP
5
EPIQ Partners
Minnesota
$5.45M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$354M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$673K
5
CAM
5
Camden Asset Management
California
$78.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$479K 376 +26 +7%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$476K 374 +36 +11%
P
153
&Partners
Tennessee
$474K 371 +155 +72%
TSS
154
Two Sigma Securities
New York
$466K 366 +366 New
GT
155
Glenmede Trust
Pennsylvania
$446K 350 – –
CB
156
Cadence Bank
Mississippi
$446K 350 – –
ISWM
157
Independent Solutions Wealth Management
New York
$420K 330 -87 -21%
Comerica Bank
158
Comerica Bank
Texas
$418K 328 -4 -1%
IC
159
IEQ Capital
California
$415K 326 +326 New
ECG
160
Edge Capital Group
Georgia
$414K 325 – –
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$405K 314 +63 +25%
DIM
162
DLK Investment Management
California
$405K 318 – –
KFS
163
Kaizen Financial Strategies
California
$382K 300 – –
ICM
164
Islay Capital Management
Texas
$382K 300 – –
WW
165
Westshore Wealth
California
$382K 300 +51 +20%
PI
166
PFG Investments
New York
$373K 293 – –
OIA
167
OneDigital Investment Advisors
Kansas
$365K 287 -3 -1%
RIL
168
Rothschild Investment LLC
Illinois
$355K 279 – –
GCIA
169
Gabelli & Co Investment Advisers
New York
$350K 275 – –
CF
170
Centaurus Financial
California
$347K 273 +1 +0.4%
William Blair & Company
171
William Blair & Company
Illinois
$341K 268 -11 -4%
PHS
172
Pekin Hardy Strauss
Illinois
$341K 268 – –
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$337K 265 +42 +19%
BC
174
Bowman & Company
Wisconsin
$334K 263 +3 +1%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$331K 260 – –
5 6
7
8 9