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Bank of America Series L
BAC.PRL

Overview Fund Activity

195 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
-10
Holders Change %
-4.88%
% of All Funds
3.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$255M
2
CW
2
Connectus Wealth
Ohio
$22.7M
3
Ameriprise
3
Ameriprise
Minnesota
$28.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$27.3M
5
ACM
5
Advent Capital Management
New York
$189M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.6M
3
EHC
3
Everett Harris & Co
California
$21.9M
4
American Century Companies
4
American Century Companies
Missouri
$57.2M
5
BlackRock
5
BlackRock
New York
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
176
Focused Wealth Management
New York
$35K 30 – –
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$35K 30 +30 New
PH
178
Pinnacle Holdings
Oklahoma
$34K 29 – –
Bessemer Group
179
Bessemer Group
New Jersey
$29K 25 – –
JWA
180
JFS Wealth Advisors
Pennsylvania
$23K 20 – –
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$17K 15 – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$16K 14 +4 +40%
CCM
183
Covington Capital Management
California
$14K 12 – –
CB
184
CNB Bank
Pennsylvania
$14K 12 – –
MCM
185
Manchester Capital Management
Vermont
$12K 10 – –
NFSG
186
Newbridge Financial Services Group
Florida
$12K 10 – –
CCM
187
Cribstone Capital Management
Maine
$11K 9 – –
MAM
188
Meeder Asset Management
Ohio
$9K 7 – –
WT
189
Whittier Trust
California
$8K 7 – –
FM
190
Family Management
New York
$7K 6 – –
CWM
191
Castle Wealth Management
Florida
$6K 5 – –
WCAMG
192
Woodard & Company Asset Management Group
North Carolina
$6K 5 +5 New
CIAS
193
Capital Investment Advisory Services
North Carolina
$5K 4 – –
GEA
194
Glen Eagle Advisors
New Jersey
$4.69K 4 – –
ADL
195
Asset Dedication LLC
California
$4K 3 – –
BCWM
196
Bartlett & Co Wealth Management
Ohio
– – – –
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K 2 – –
BC
198
Bartlett & Co
Ohio
– – – –
HNB
199
Huntington National Bank
Ohio
$2K 2 – –
Jones Financial Companies
200
Jones Financial Companies
Missouri
$2K 2 +2 New
5 6 7
8
9