BAC.PRL icon

Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
SAMC
5
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$257K +$11.8K +10 +5%
AMIM
177
Aull & Monroe Investment Management
Alabama
$253K – – –
KAM
178
Knightsbridge Asset Management
California
$251K +$251K +208 New
IA
179
IFP Advisors
Florida
$241K -$253K -210 -51%
PCS
180
Personal CFO Solutions
New Jersey
$241K -$6.03K -5 -2%
SGK
181
Steigerwald Gordon & Koch
Virginia
$241K – – –
Cohen & Steers
182
Cohen & Steers
New York
$241K – – –
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$240K -$18.1K -15 -7%
CAN
184
Cetera Advisor Networks
California
$236K -$22.9K -19 -9%
AWS
185
Atria Wealth Solutions
New York
$235K +$235K +195 New
NFC
186
Northeast Financial Consultants
Connecticut
$222K – – –
SA
187
Strategic Advisors
New York
$220K +$1.21K +1 +0.5%
TW
188
Transform Wealth
Colorado
$220K +$220K +180 New
CIC
189
Carnegie Investment Counsel
Ohio
$219K +$219K +182 New
PWM
190
Perigon Wealth Management
California
$217K – – –
RTC
191
Riverview Trust Company
Washington
$210K – – –
OWP
192
Obermeyer Wealth Partners
Colorado
$207K +$207K +172 New
KFS
193
Kaizen Financial Strategies
California
$207K -$31.4K -26 -13%
RBC
194
Romano Brothers & Co
Illinois
$205K +$205K +170 New
V
195
ValueWorks
New York
$202K +$202K +168 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$189K +$38.6K +32 +26%
HCM
197
Hollencrest Capital Management
California
$169K – – –
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K +$78.3K +65 +94%
EWA
199
EP Wealth Advisors
California
$134K – – –
BBHC
200
Brown Brothers Harriman & Co
New York
$127K – – –
6 7
8
9 10