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Bank of America Series L
BAC.PRL

Overview Fund Activity

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$364M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$122M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$18.8M
4
American Century Companies
4
American Century Companies
Missouri
$52.8M
5
CAM
5
Camden Asset Management
California
$82.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$21.4M
2
ACM
2
Advent Capital Management
New York
$212M
3
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$70.7M
4
OA
4
Oxbow Advisors
Texas
$413K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
151
Edge Capital Group
Georgia
$396K – – –
ISWM
152
Independent Solutions Wealth Management
New York
$390K -$12.2K -10 -3%
IC
153
IEQ Capital
California
$385K -$12.2K -10 -3%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$383K – – –
KFS
155
Kaizen Financial Strategies
California
$371K +$6.09K +5 +2%
Creative Planning
156
Creative Planning
Kansas
$369K -$260K -213 -41%
ICM
157
Islay Capital Management
Texas
$366K – – –
WW
158
Westshore Wealth
California
$366K – – –
PI
159
PFG Investments
New York
$357K – – –
OIA
160
OneDigital Investment Advisors
Kansas
$350K – – –
RIL
161
Rothschild Investment LLC
Illinois
$340K – – –
GCIA
162
Gabelli & Co Investment Advisers
New York
$335K – – –
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$335K +$11K +9 +3%
PAG
164
Private Advisor Group
New Jersey
$334K +$31.7K +26 +10%
Comerica Bank
165
Comerica Bank
Texas
$334K -$65.8K -54 -16%
CF
166
Centaurus Financial
California
$334K +$1.22K +1 +0.4%
William Blair & Company
167
William Blair & Company
Illinois
$327K – – –
PHS
168
Pekin Hardy Strauss
Illinois
$327K – – –
BC
169
Bowman & Company
Wisconsin
$323K +$2.44K +2 +0.8%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$318K +$1.22K +1 +0.4%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$304K – – –
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$303K +$303K +248 New
EAM
173
Evanson Asset Management
California
$299K – – –
VCWA
174
Vanguard Capital Wealth Advisors
Colorado
$287K – – –
IA
175
IFG Advisory
Georgia
$284K +$284K +233 New
5 6
7
8 9