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Bank of America Series L
BAC.PRL

Overview Fund Activity

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-5
Holders Change %
-2.25%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
12
Increased
55
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$268M
2
ZA
2
Zazove Associates
Nevada
$5.57M
3
BlackRock
3
BlackRock
New York
$161M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$90.9M
5
State Street
5
State Street
Massachusetts
$74.9M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$506K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$60.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.02M
5
American Century Companies
5
American Century Companies
Missouri
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$27.8K -$6.67K -6 -19%
Jones Financial Companies
202
Jones Financial Companies
Missouri
$24.5K – – –
JWA
203
JFS Wealth Advisors
Pennsylvania
$22.2K – – –
GA
204
GoalVest Advisory
New York
$21.1K – – –
DJSG
205
D.J. St. Germain
Massachusetts
$18.9K – – –
CCC
206
Chelsea Counsel Company
California
$17K -$45.2K -40 -73%
CB
207
CNB Bank
Pennsylvania
$13.3K – – –
MRCM
208
M&R Capital Management
New Jersey
$13.3K – – –
MCM
209
Manchester Capital Management
Vermont
$11.1K – – –
MFA
210
McClarren Financial Advisors
Pennsylvania
$11K +$11K +10 New
FSWA
211
Financial Synergies Wealth Advisors
Texas
$10K – – –
TPCW
212
TD Private Client Wealth
New York
$7.79K -$16.7K -15 -68%
FM
213
Family Management
New York
$6.67K +$6.67K +6 New
HNB
214
Huntington National Bank
Ohio
$5.55K – – –
CIAS
215
Capital Investment Advisory Services
North Carolina
$4.45K – – –
GEA
216
Glen Eagle Advisors
New Jersey
$4.45K – – –
NSIM
217
North Star Investment Management
Illinois
$4.45K – – –
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K – – –
BCWM
219
Bartlett & Co Wealth Management
Ohio
$2.26K -$2.38K – –
BC
220
Bartlett & Co
Ohio
$2K -$2K – –
TSWM
221
Tyler-Stone Wealth Management
Ohio
$2K +$2K +2 New
GRP
222
Global Retirement Partners
California
$1.07K +$1.07K +1 New
Millennium Management
223
Millennium Management
New York
– -$31.4K -27,000 Closed
ACM
224
Advisors Capital Management
New Jersey
– -$4.52M -3,854 Closed
MA
225
Menlo Advisors
California
– -$1.85M -1,577 Closed
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