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Bank of America Series L
BAC.PRL

Overview Fund Activity

262 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$251M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$44M
3
American Century Companies
3
American Century Companies
Missouri
$40.4M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$85.1M
5
EP
5
EPIQ Partners
Minnesota
$5.45M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$354M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$673K
5
CAM
5
Camden Asset Management
California
$78.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
201
Prospera Financial Services
Texas
$230K 181 +181 New
TW
202
Transform Wealth
Colorado
$229K 180 – –
PWM
203
Perigon Wealth Management
California
$227K 178 -2 -1%
RTC
204
Riverview Trust Company
Washington
$222K 174 – –
Citadel Advisors
205
Citadel Advisors
Florida
$222K 174 +174 New
OWP
206
Obermeyer Wealth Partners
Colorado
$219K 172 – –
RBC
207
Romano Brothers & Co
Illinois
$216K 170 – –
WLPWM
208
Walled Lake Planning & Wealth Management
Illinois
$216K 170 – –
V
209
ValueWorks
New York
$214K 168 – –
LFAS
210
Level Four Advisory Services
Texas
$214K 173 -239 -58%
EFS
211
Essex Financial Services
Connecticut
$208K 165 +165 New
SCM
212
Sage Capital Management
New Jersey
$204K 160 +160 New
Chevy Chase Trust
213
Chevy Chase Trust
Maryland
– – – –
HCM
214
Hollencrest Capital Management
California
$178K 140 – –
EWA
215
EP Wealth Advisors
California
$145K 114 – –
BBHC
216
Brown Brothers Harriman & Co
New York
$134K 105 – –
UIA
217
Ulland Investment Advisors
Minnesota
$120K 94 – –
FCA
218
FinTrust Capital Advisors
South Carolina
$120K 94 – –
AF
219
Allworth Financial
California
$118K 93 – –
PTC
220
Private Trust Company
Ohio
$117K 92 – –
Jones Financial Companies
221
Jones Financial Companies
Missouri
$116K 90 +70 +350%
FFA
222
Farther Finance Advisors
California
$109K 86 +45 +110%
FFA
223
Founders Financial Alliance
North Carolina
$85.3K 67 +60 +857%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$84K 66 +10 +18%
WSFS
225
Wilmington Savings Fund Society
Delaware
$84K 66 +66 New
7 8
9
10 11