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Bank of America Series L
BAC.PRL

Overview Fund Activity

196 hedge funds and large institutions have $2.41B invested in Bank of America Series L in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.23%
New
19
Increased
53
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$96.2M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$41.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$16.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$113M
5
AWA
5
Artemis Wealth Advisors
New York
$9.95M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$448M
2
Victory Capital Management
2
Victory Capital Management
Texas
$55.2M
3
LOAME
3
Lombard Odier Asset Management (Europe)
United Kingdom
$15.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$38.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K – – –
CFB
177
Cullen/Frost Bankers
Texas
$59K – – –
AF
178
Allworth Financial
California
$58K – – –
BAMG
179
Brand Asset Management Group
Missouri
$54K – – –
CAN
180
Cetera Advisor Networks
California
$47K +$47K +35 New
FHA
181
Flagship Harbor Advisors
Massachusetts
$44K -$1.38K -1 -3%
FWM
182
Focused Wealth Management
New York
$42K – – –
PH
183
Pinnacle Holdings
Oklahoma
$38.9K – – –
EWM
184
Endurance Wealth Management
Rhode Island
$34K – – –
CCM
185
Covington Capital Management
California
$34K – – –
VRM
186
Vectors Research Management
New York
$27K – – –
WT
187
Washington Trust
Rhode Island
$27K – – –
SL
188
Savior LLC
Massachusetts
$26K +$1.3K +1 +5%
TRCT
189
Tower Research Capital (TRC)
New York
$19K +$19K +14 New
CB
190
CNB Bank
Pennsylvania
$16K – – –
MRCM
191
M&R Capital Management
New Jersey
$16K – – –
MCM
192
Manchester Capital Management
Vermont
$13K – – –
JWA
193
JFS Wealth Advisors
Pennsylvania
$13K – – –
CFA
194
Carroll Financial Associates
North Carolina
$13K – – –
AAP
195
Arax Advisory Partners
Colorado
$13K – – –
LWCFA
196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
CCM
197
Cribstone Capital Management
Maine
$12K – – –
WT
198
Whittier Trust
California
$9K +$5.14K +4 +133%
SPIA
199
Steward Partners Investment Advisory
New York
$8K – – –
NSIM
200
North Star Investment Management
Illinois
$5K – – –
5 6 7
8
9