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Bank of America Series L
BAC.PRL

Overview Fund Activity

212 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$106M
2
Ameriprise
2
Ameriprise
Minnesota
$39.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$66.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.8M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$203M
2
Amundi
2
Amundi
France
$12.1M
3
CW
3
Connectus Wealth
Ohio
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$234M
5
BlackRock
5
BlackRock
New York
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$17K 15 – –
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$16K 14 – –
CFB
203
Cullen/Frost Bankers
Texas
$13.9K 12 -35 -74%
CB
204
CNB Bank
Pennsylvania
$13.9K 12 – –
NFSG
205
Newbridge Financial Services Group
Florida
$11.6K 10 – –
MCM
206
Manchester Capital Management
Vermont
$11.6K 10 – –
CCM
207
Cribstone Capital Management
Maine
$10.4K 9 – –
WT
208
Whittier Trust
California
$8.12K 7 – –
FM
209
Family Management
New York
$6.96K 6 – –
WCAMG
210
Woodard & Company Asset Management Group
North Carolina
$5.8K 5 – –
HNB
211
Huntington National Bank
Ohio
$5.8K 5 +3 +150%
CIAS
212
Capital Investment Advisory Services
North Carolina
$4.64K 4 – –
GEA
213
Glen Eagle Advisors
New Jersey
$4.64K 4 – –
USCWA
214
U.S. Capital Wealth Advisors
Texas
$3.48K 3 +3 New
FFA
215
Farther Finance Advisors
California
$3.48K 3 +3 New
BCWM
216
Bartlett & Co Wealth Management
Ohio
– – – –
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.32K 2 – –
BC
218
Bartlett & Co
Ohio
– – – –
RIA
219
Realta Investment Advisors
Delaware
$1.16K 1 +1 New
CW
220
Connectus Wealth
Ohio
– – -19,320 Closed
SWM
221
Sugarloaf Wealth Management
Georgia
– – -1,227 Closed
KWA
222
KCS Wealth Advisory
California
– – -856 Closed
Citadel Advisors
223
Citadel Advisors
Florida
– – -564 Closed
HWM
224
Hohimer Wealth Management
Washington
– – -413 Closed
CB
225
Commerce Bank
Missouri
– – -220 Closed
6 7 8
9
10