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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBHC
201
Brown Brothers Harriman & Co
New York
$125K 105 – –
FCA
202
FinTrust Capital Advisors
South Carolina
$112K 94 – –
AF
203
Allworth Financial
California
$111K 93 +50 +116%
PTC
204
Private Trust Company
Ohio
$110K 92 +30 +48%
LF
205
LifeSteps Financial
California
$108K 90 +90 New
PS
206
Principal Securities
Iowa
$69.2K 58 +5 +9%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$66.8K 56 -5 -8%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$61K 52 – –
SA
209
SRH Advisors
Kansas
$59.7K 50 – –
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.7K 45 – –
ANBT
211
American National Bank & Trust
Texas
$53.7K 45 – –
LCM
212
Logan Capital Management
Pennsylvania
$52.5K 44 – –
PA
213
Parallel Advisors
California
$51.3K 43 – –
FFA
214
Farther Finance Advisors
California
$49K 41 – –
TCOV
215
Trust Company of Vermont
Vermont
$47.8K 40 +40 New
FCAS
216
First Command Advisory Services
Texas
$41.7K 35 +35 New
CTA
217
Colonial Trust Advisors
South Carolina
$40.6K 34 +34 New
BFPW
218
BOK Financial Private Wealth
Colorado
$36.4K 30 – –
WT
219
Whittier Trust
California
$35.8K 30 +30 New
HNB
220
Huntington National Bank
Ohio
$29.8K 25 -2 -7%
NS
221
NBC Securities
Alabama
$28K 24 -15 -38%
SPIA
222
Steward Partners Investment Advisory
New York
$27.5K 23 – –
VIA
223
Virtus Investment Advisers
Connecticut
$26.3K 22 – –
Jones Financial Companies
224
Jones Financial Companies
Missouri
$26.3K 22 – –
PIA
225
Powell Investment Advisors
Florida
$24.2K 20 +20 New
7 8
9
10 11