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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 %
FWM
201
Focused Wealth Management
New York
$35.2K – – –
Franklin Resources
202
Franklin Resources
California
$35.2K – – –
Millennium Management
203
Millennium Management
New York
$31.4K +$31.4K +27,000 New
EWM
204
Endurance Wealth Management
Rhode Island
$29K – – –
Bessemer Group
205
Bessemer Group
New Jersey
$29K – – –
TPCW
206
TD Private Client Wealth
New York
$25.8K -$2.34K -2 -8%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$25.8K – – –
JWA
208
JFS Wealth Advisors
Pennsylvania
$23.4K – – –
GA
209
GoalVest Advisory
New York
$22.3K +$22.3K +19 New
DJSG
210
D.J. St. Germain
Massachusetts
$19.9K +$19.9K +17 New
CB
211
CNB Bank
Pennsylvania
$14.1K – – –
MRCM
212
M&R Capital Management
New Jersey
$14.1K – – –
MCM
213
Manchester Capital Management
Vermont
$11.7K – – –
FSWA
214
Financial Synergies Wealth Advisors
Texas
$10.5K +$10.5K +9 New
LSA
215
Lansing Street Advisors
Pennsylvania
$7.46K – – –
AFS
216
Annapolis Financial Services
Maryland
$5.86K +$5.86K +5 New
HNB
217
Huntington National Bank
Ohio
$5.86K -$3.52K -3 -38%
WCAMG
218
Woodard & Company Asset Management Group
North Carolina
$5.86K – – –
GEA
219
Glen Eagle Advisors
New Jersey
$4.69K – – –
CIAS
220
Capital Investment Advisory Services
North Carolina
$4.69K – – –
NSIM
221
North Star Investment Management
Illinois
$4.69K – – –
BCWM
222
Bartlett & Co Wealth Management
Ohio
$2.38K -$2.37K – –
AF
223
Advisornet Financial
Minnesota
$2.34K – – –
BCMLT
224
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K – – –
HR
225
Howe & Rusling
New York
$2.34K +$2.34K +2 New
6 7 8
9
10