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Bank of America Series L
BAC.PRL

Overview Fund Activity

192 hedge funds and large institutions have $2.44B invested in Bank of America Series L in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
4.24%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
17
Increased
64
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LOAME
1
Lombard Odier Asset Management (Europe)
United Kingdom
$60.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$105M
3
ACM
3
Advent Capital Management
New York
$179M
4
CAM
4
Camden Asset Management
California
$32.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$525M
2
Wells Fargo
2
Wells Fargo
California
$34.7M
3
American Century Companies
3
American Century Companies
Missouri
$29.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.8M
5
State Street
5
State Street
Massachusetts
$91.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PH
176
Pinnacle Holdings
Oklahoma
$36.7K – – –
CCM
177
Covington Capital Management
California
$32K – – –
EWM
178
Endurance Wealth Management
Rhode Island
$32K – – –
ASN
179
Advisory Services Network
Georgia
$29K – – –
VRM
180
Vectors Research Management
New York
$25K – – –
SL
181
Savior LLC
Massachusetts
$25K – – –
WT
182
Washington Trust
Rhode Island
$25K +$25K +20 New
NIMC
183
NWQ Investment Management Company
California
$18K -$22K – –
MRCM
184
M&R Capital Management
New Jersey
$15K – – –
CB
185
CNB Bank
Pennsylvania
$15K – – –
LWCFA
186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
MCM
187
Manchester Capital Management
Vermont
$13K – – –
JWA
188
JFS Wealth Advisors
Pennsylvania
$13K – – –
AAP
189
Arax Advisory Partners
Colorado
$13K – – –
ONST
190
Old North State Trust
North Carolina
$13K – – –
CFA
191
Carroll Financial Associates
North Carolina
$12K – – –
CCM
192
Cribstone Capital Management
Maine
$11K – – –
FA
193
Fortis Advisors
Pennsylvania
$8K – – –
SPIA
194
Steward Partners Investment Advisory
New York
$7K – – –
NSIM
195
North Star Investment Management
Illinois
$5K – – –
PFO
196
Pathstone Family Office
New Jersey
$5K +$5K +4 New
RFA
197
Reilly Financial Advisors
California
$4K – – –
WT
198
Whittier Trust
California
$4K – – –
BFC
199
Bedel Financial Consulting
Indiana
$1K – – –
MSU
200
Mizuho Securities USA
New York
– -$5.58M -3,854 Closed
5 6 7
8
9