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Bank of America Series L
BAC.PRL

Overview Fund Activity

215 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$81.1M
2
First Trust Advisors
First Trust Advisors
Illinois
$91.2M
3
Calamos Advisors
Calamos Advisors
Illinois
$45.2M
4
Ameriprise
Ameriprise
Minnesota
$46.5M
5
SDJVC
St. Denis J. Villere & Co
Louisiana
$25.2M

Top Sellers

1
ACM
Advent Capital Management
New York
$213M
2
Wells Fargo
Wells Fargo
California
$23.9M
3
Amundi
Amundi
France
$0
4
P8IP
Pier 88 Investment Partners
California
$8.64M
5
State Street
State Street
Massachusetts
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
176
FinTrust Capital Advisors
South Carolina
$109K – – –
IAS
177
IMA Advisory Services
Colorado
$99.3K – – –
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.6K -$993K -850 -92%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$79.4K -$64.2K -55 -45%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$75.9K – – –
PTC
181
Private Trust Company
Ohio
$72.4K – – –
CCC
182
Chelsea Counsel Company
California
$65.2K – – –
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$60.3K – – –
GFL
184
Granite FO LLC
New Hampshire
$59.2K +$59.2K +50 New
EWA
185
EverSource Wealth Advisors
Alabama
$58.4K – – –
SA
186
SRH Advisors
Kansas
$58K – – –
LWANC
187
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.6K – – –
LCM
188
Logan Capital Management
Pennsylvania
$51.1K – – –
AF
189
Allworth Financial
California
$50.2K – – –
PA
190
Parallel Advisors
California
$50.2K +$50.2K +43 New
ANBT
191
American National Bank & Trust
Texas
$46.7K – – –
ASN
192
Advisory Services Network
Georgia
$44.4K -$127K -109 -74%
CSPAM
193
Cary Street Partners Asset Management
Virginia
$40.9K -$5.84K -5 -13%
SPIA
194
Steward Partners Investment Advisory
New York
$36.2K +$1.17K +1 +3%
FWM
195
Focused Wealth Management
New York
$35K – – –
Franklin Resources
196
Franklin Resources
California
$35K +$35K +30 New
PH
197
Pinnacle Holdings
Oklahoma
$33.9K – – –
Bessemer Group
198
Bessemer Group
New Jersey
$29K – – –
EWM
199
Endurance Wealth Management
Rhode Island
$29K +$29K +25 New
TPCW
200
TD Private Client Wealth
New York
$28K -$17.5K -15 -38%
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