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Bank of America Series L
BAC.PRL

Overview Fund Activity

257 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

Holders
257
Holders Change
+15
Holders Change %
+6.2%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
28
Increased
72
Reduced
74
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global ETFs Holdings
1
Mirae Asset Global ETFs Holdings
Hong Kong
$74.1M
2
CAM
2
Camden Asset Management
California
$75.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$340M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$19M
5
ACM
5
Advisors Capital Management
New Jersey
$8.72M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$24.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.2M
3
State Street
3
State Street
Massachusetts
$55M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$54.2M
5
BlackRock
5
BlackRock
New York
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
WW
176
Westshore Wealth
California
$298K 249 – –
EAM
177
Evanson Asset Management
California
$293K 245 – –
OAM
178
Oppenheimer Asset Management
New York
$292K 244 +71 +41%
VCWA
179
Vanguard Capital Wealth Advisors
Colorado
$281K 235 – –
PAG
180
Private Advisor Group
New Jersey
$276K 231 +231 New
GF
181
Gries Financial
Ohio
$272K 227 – –
IA
182
IFG Advisory
Georgia
$271K 226 +226 New
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K 224 +48 +27%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$267K 223 -21 -9%
PCM
185
Pennsylvania Capital Management
Pennsylvania
$263K 220 – –
AC
186
AlphaCore Capital
California
$262K 219 -30 -12%
P
187
&Partners
Tennessee
$258K 216 +216 New
EM
188
Excalibur Management
Massachusetts
$257K 215 -3 -1%
CAI
189
Capital Advisors Inc
Oklahoma
$257K 215 +215 New
CGA
190
Crescent Grove Advisors
Illinois
$254K 212 – –
AMIM
191
Aull & Monroe Investment Management
Alabama
$251K 210 – –
NA
192
NewEdge Advisors
Louisiana
$240K 201 +1 +0.5%
1WA
193
180 Wealth Advisors
Washington
$240K 199 +20 +11%
SGK
194
Steigerwald Gordon & Koch
Virginia
$239K 200 – –
PCS
195
Personal CFO Solutions
New Jersey
$239K 200 – –
Cohen & Steers
196
Cohen & Steers
New York
$239K 200 – –
CWP
197
Cyndeo Wealth Partners
Florida
$237K 198 +198 New
AWS
198
Atria Wealth Solutions
New York
$233K 195 – –
SWA
199
Stratos Wealth Advisors
Ohio
$231K 193 +193 New
BFG
200
Berger Financial Group
Minnesota
$231K 193 -30 -13%
6 7
8
9 10