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Bank of America Series L
BAC.PRL

Overview Fund Activity

212 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$106M
2
Ameriprise
2
Ameriprise
Minnesota
$39.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$66.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.8M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$203M
2
Amundi
2
Amundi
France
$12.1M
3
CW
3
Connectus Wealth
Ohio
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$234M
5
BlackRock
5
BlackRock
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
176
Chelsea Counsel Company
California
$64.8K +$64.8K +55 New
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$60.3K – – –
SA
178
SRH Advisors
Kansas
$58K – – –
LWP
179
Laurel Wealth Planning
Minnesota
$58K – – –
HNWAG
180
High Net Worth Advisory Group
Florida
$58K – – –
EWA
181
EverSource Wealth Advisors
Alabama
$58K +$58K +50 New
TA
182
Tectonic Advisors
Texas
$53.4K – – –
LWANC
183
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.2K – – –
LCM
184
Logan Capital Management
Pennsylvania
$51.4K – – –
AF
185
Allworth Financial
California
$49.9K – – –
CSPAM
186
Cary Street Partners Asset Management
Virginia
$46.4K +$46.4K +40 New
ANBT
187
American National Bank & Trust
Texas
$46K +$46K +40 New
TPCW
188
TD Private Client Wealth
New York
$45.2K +$4.64K +4 +11%
SPIA
189
Steward Partners Investment Advisory
New York
$34.8K -$17.4K -15 -33%
FWM
190
Focused Wealth Management
New York
$34.8K – – –
PH
191
Pinnacle Holdings
Oklahoma
$33.6K – – –
Bessemer Group
192
Bessemer Group
New Jersey
$29K – – –
SBL
193
Sargent Bickham Lagudis
Colorado
$29K +$29K +25 New
Jones Financial Companies
194
Jones Financial Companies
Missouri
$26K +$23.6K +20 +1,000%
CS
195
Comerica Securities
Michigan
$23.6K +$23.6K +20 New
JWA
196
JFS Wealth Advisors
Pennsylvania
$23.2K – – –
GWS
197
Glassman Wealth Services
Virginia
$23.2K +$23.2K +20 New
KIA
198
Kraematon Investment Advisors
Massachusetts
$23.2K +$23.2K +20 New
PFC
199
Phocas Financial Corp
California
$23.2K +$23.2K +20 New
TRCT
200
Tower Research Capital (TRC)
New York
$20K +$20K +17 New
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8
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