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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$249K 209 +13 +7%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$244K 204 +5 +3%
Cohen & Steers
178
Cohen & Steers
New York
$239K 200 – –
NA
179
NewEdge Advisors
Louisiana
$239K 200 -18 -8%
SGK
180
Steigerwald Gordon & Koch
Virginia
$239K 200 – –
PCS
181
Personal CFO Solutions
New Jersey
$239K 200 – –
AWS
182
Atria Wealth Solutions
New York
$233K 195 – –
TW
183
Transform Wealth
Colorado
$218K 180 – –
CIC
184
Carnegie Investment Counsel
Ohio
$218K 182 – –
PWM
185
Perigon Wealth Management
California
$215K 180 – –
1WA
186
180 Wealth Advisors
Washington
$214K 179 +179 New
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K 176 +42 +31%
RTC
188
Riverview Trust Company
Washington
$208K 174 – –
KFS
189
Kaizen Financial Strategies
California
$208K 174 +3 +2%
OAM
190
Oppenheimer Asset Management
New York
$207K 173 -100 -37%
OWP
191
Obermeyer Wealth Partners
Colorado
$205K 172 – –
RBC
192
Romano Brothers & Co
Illinois
$203K 170 – –
WLPWM
193
Walled Lake Planning & Wealth Management
Illinois
$203K 170 +170 New
IC
194
IEQ Capital
California
$202K 169 +169 New
V
195
ValueWorks
New York
$201K 168 – –
UIA
196
Ulland Investment Advisors
Minnesota
$192K 161 -69 -30%
IA
197
IFP Advisors
Florida
$191K 160 -40 -20%
HCM
198
Hollencrest Capital Management
California
$167K 140 – –
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$149K 125 -32 -20%
EWA
200
EP Wealth Advisors
California
$133K 111 – –
6 7
8
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