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Bank of America Series L
BAC.PRL

Overview Fund Activity

205 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
34
Increased
45
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$246M
3
P8IP
3
Pier 88 Investment Partners
California
$18.5M
4
ACM
4
Advent Capital Management
New York
$186M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.63M
2
CAM
2
Camden Asset Management
California
$77.2M
3
CS
3
Credit Suisse
Switzerland
$15.6M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$0
5
OCM
5
Oaktree Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
176
Logan Capital Management
Pennsylvania
$53K – – –
AF
177
Allworth Financial
California
$52K – – –
FF
178
FourThought Financial
Florida
$45K – – –
FWM
179
Focused Wealth Management
New York
$36K – – –
Franklin Resources
180
Franklin Resources
California
$36K – – –
PH
181
Pinnacle Holdings
Oklahoma
$34.9K – – –
SSC
182
Syverson Strege & Co
Iowa
$33K +$33K +27 New
Bessemer Group
183
Bessemer Group
New Jersey
$30K -$60K -50 -67%
JWA
184
JFS Wealth Advisors
Pennsylvania
$24K – – –
VRM
185
Vectors Research Management
New York
$24K – – –
TPCW
186
TD Private Client Wealth
New York
$18.1K -$6.02K -5 -25%
VVP
187
Venture Visionary Partners
Ohio
$18.1K +$18.1K +15 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$18K – – –
CCM
189
Covington Capital Management
California
$14K – – –
CB
190
CNB Bank
Pennsylvania
$14K +$14K +12 New
MCM
191
Manchester Capital Management
Vermont
$12K – – –
COCM
192
Charter Oak Capital Management
New Hampshire
$12K – – –
NFSG
193
Newbridge Financial Services Group
Florida
$12K – – –
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +10 New
CCM
195
Cribstone Capital Management
Maine
$11K – – –
GWM
196
Geneos Wealth Management
Colorado
$9K – – –
MAM
197
Meeder Asset Management
Ohio
$9K – – –
WT
198
Whittier Trust
California
$8K -$14.9K -13 -65%
FM
199
Family Management
New York
$7K – – –
CWM
200
Castle Wealth Management
Florida
$6K +$6K +5 New
6 7
8
9 10