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Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
SAMC
5
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
201
FinTrust Capital Advisors
South Carolina
$113K – – –
Millennium Management
202
Millennium Management
New York
$103K +$103K +84,000 New
PTC
203
Private Trust Company
Ohio
$74.7K – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$73.5K -$122K -101 -62%
PS
205
Principal Securities
Iowa
$63.9K +$63.9K +53 New
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$62.2K – – –
SA
207
SRH Advisors
Kansas
$60.3K – – –
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$54.2K – – –
ANBT
209
American National Bank & Trust
Texas
$54.2K +$6.03K +5 +13%
LCM
210
Logan Capital Management
Pennsylvania
$53K – – –
AF
211
Allworth Financial
California
$51.8K – – –
PA
212
Parallel Advisors
California
$51.8K – – –
FFA
213
Farther Finance Advisors
California
$49.4K -$774K -642 -94%
NS
214
NBC Securities
Alabama
$47K – – –
BFPW
215
BOK Financial Private Wealth
Colorado
$36.7K +$36.7K +30 New
Franklin Resources
216
Franklin Resources
California
$36.2K – – –
FWM
217
Focused Wealth Management
New York
$36.2K – – –
HNB
218
Huntington National Bank
Ohio
$32.5K +$26.5K +22 +440%
SPIA
219
Steward Partners Investment Advisory
New York
$27.7K -$2.41K -2 -8%
ASN
220
Advisory Services Network
Georgia
$27.7K +$27.7K +23 New
Jones Financial Companies
221
Jones Financial Companies
Missouri
$26.5K – – –
VIA
222
Virtus Investment Advisers
Connecticut
$26.5K +$26.5K +22 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$24K -$60K -50 -71%
GA
224
GoalVest Advisory
New York
$22.9K – – –
CCC
225
Chelsea Counsel Company
California
$18.4K – – –
6 7 8
9
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