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Bank of America Series L
BAC.PRL

Overview Fund Activity

222 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$216M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$256M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$26.2M
4
State Street
4
State Street
Massachusetts
$75.3M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$76.8M

Top Sellers

1
CAM
1
Camden Asset Management
California
$82.8M
2
ZA
2
Zazove Associates
Nevada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.96M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$35.9M
5
American Century Companies
5
American Century Companies
Missouri
$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
176
Northeast Financial Consultants
Connecticut
$216K – – –
SA
177
Strategic Advisors
New York
$213K – – –
AC
178
AlphaCore Capital
California
$211K -$20.3K -17 -9%
PWM
179
Perigon Wealth Management
California
$211K +$211K +180 New
OWP
180
Obermeyer Wealth Partners
Colorado
$202K – – –
Bank of New York Mellon
181
Bank of New York Mellon
New York
$200K +$200K +171 New
HCM
182
Hollencrest Capital Management
California
$164K – – –
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$147K +$141K +120 +2,400%
BBHC
184
Brown Brothers Harriman & Co
New York
$123K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$123K -$57.4K -49 -32%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$115K +$35.2K +30 +44%
FCA
187
FinTrust Capital Advisors
South Carolina
$109K – – –
IAS
188
IMA Advisory Services
Colorado
$99.6K – – –
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.9K – – –
PA
190
Parallel Advisors
California
$79.7K +$29.3K +25 +58%
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$76.2K – – –
PTC
192
Private Trust Company
Ohio
$72.7K – – –
CCC
193
Chelsea Counsel Company
California
$65.4K – – –
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$60.9K – – –
SA
195
SRH Advisors
Kansas
$58.4K – – –
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.7K – – –
LCM
197
Logan Capital Management
Pennsylvania
$51.5K – – –
AF
198
Allworth Financial
California
$50.4K – – –
ANBT
199
American National Bank & Trust
Texas
$46.9K – – –
SPIA
200
Steward Partners Investment Advisory
New York
$36.3K – – –
6 7
8
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