Bank of America Series L
BAC.PRL
16 hedge funds and large institutions have $40.3M invested in Bank of America Series L in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0.38% less ownership
Funds ownership: 1.33% → 0.95% (-0.38%)
6% less funds holding
Funds holding: 17 → 16 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
76% less capital inflows, than outflows
Capital inflows: $5.36M | Capital outflows: $22.1M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Laffer Tengler Investments
Nashville,
Tennessee
|
+$3.58M |
| 2 |
Oxbow Advisors
Austin,
Texas
|
+$1.48M |
| 3 |
Ameritas Investment Company
Lincoln,
Nebraska
|
+$278K |
| 4 |
TD Private Client Wealth
New York
|
+$16.1K |
| 5 |
Private Capital Group
West Hartford,
Connecticut
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artemis Wealth Advisors
New York
|
-$15.3M |
| 2 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
-$4.68M |
| 3 |
Whalerock Point Partners
Providence,
Rhode Island
|
-$1.99M |
| 4 |
IFP Advisors
Tampa,
Florida
|
-$73.1K |
| 5 |
Knightsbridge Asset Management
Newport Beach,
California
|
-$19K |
BAC.PRL Hedge Fund Activity: Q3 2021 in Review
16 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Bank of America Series L (BAC.PRL) for Q3 2021, worth a combined $40.3M — down 31% from $58M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BAC.PRL and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Laffer Tengler Investments, opening a new position worth an estimated $3.58M. The largest seller was Artemis Wealth Advisors, cutting an estimated $15.3M.
- 16 institutional investors held Bank of America Series L (BAC.PRL) as of Q3 2021, down from 17 in Q2 2021.
- Funds reported $40.3M of Bank of America Series L stock for Q3 2021, down 31% quarter-over-quarter.
- 2 funds opened new Bank of America Series L positions in Q3 2021 and 3 closed out, a net change of -1 holder.
- The largest Bank of America Series L buyer in Q3 2021 was Laffer Tengler Investments, an estimated $3.58M added.
- The largest Bank of America Series L seller in Q3 2021 was Artemis Wealth Advisors, an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2021.