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Bank of America Series L

BAC.PRL

Market cap $3.88B

216 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New

Increased

Maintained

Reduced

Closed

86.46% more ownership

Funds ownership: 249.74% → 336.19% (+86%)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

1% more funds holding

Funds holding: 213 → 216 (+3)

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$67M)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders

216

Holders Change

Holders Change %

+1.41%

% of All Funds

3.44%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-20%

% of All Funds

0.13%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Loomis, Sayles & Company Boston, Massachusetts	+$3.4B
2	First Trust Advisors Wheaton, Illinois	+$21.2M
3	Calamos Advisors Naperville, Illinois	+$14.4M
4	Ameriprise Minneapolis, Minnesota	+$7.02M
5	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	+$6.4M

Top Sellers

1	Russell Investments Group London, United Kingdom	-$179M
2	Wells Fargo San Francisco, California	-$15.5M
3	Amundi Paris, France	-$12.1M
4	P8IP Pier 88 Investment Partners San Francisco, California	-$11.4M
5	State Street Boston, Massachusetts	-$11.3M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 VOYA Investment Management Atlanta, Georgia	$228M	-$7.79M	-6,500	-3%
2	ACM 2 Advent Capital Management New York	$213M	–	–	–
3	3 BlackRock New York	$164M	-$8.39M	-7,000	-5%
4	CAM 4 Camden Asset Management Los Angeles, California	$108M	+$1.44M	+1,198	+1%
5	5 Victory Capital Management San Antonio, Texas	$99.4M	+$275K	+229	+0.3%
6	6 First Trust Advisors Wheaton, Illinois	$91.2M	+$21.2M	+17,667	+29%
7	7 Loomis, Sayles & Company Boston, Massachusetts	$81.1M	+$3.4B	+2,835,020	New
8	8 Mirae Asset Global Investments Seoul, South Korea	$64.9M	-$1.84M	-1,531	-3%
9	9 State Street Boston, Massachusetts	$58.9M	-$11.3M	-9,400	-16%
10	SA 10 Stonebridge Advisors Wilton, Connecticut	$57.5M	+$3.56M	+2,968	+6%
11	11 American Century Companies Kansas City, Missouri	$57.2M	-$2.66M	-2,218	-4%
12	12 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$48.9M	+$54K	+45	+0.1%
13	13 Ameriprise Minneapolis, Minnesota	$46.5M	+$7.02M	+5,852	+17%
14	14 Morgan Stanley New York	$46M	+$2.3M	+1,922	+5%
15	15 Calamos Advisors Naperville, Illinois	$45.2M	+$14.4M	+12,046	+45%
16	16 Fidelity Investments Boston, Massachusetts	$43.2M	-$6.95M	-5,800	-14%
17	17 JP Morgan Chase New York	$37.7M	-$1.21M	-1,010	-3%
18	MSL 18 Mackay Shields LLC New York	$37.4M	-$1.12M	-931	-3%
19	19 First Eagle Investment Management New York	$32.4M	+$600K	+500	+2%
20	20 Invesco Atlanta, Georgia	$27.9M	-$28.8K	-24	-0.1%
21	21 Thrivent Financial for Lutherans Minneapolis, Minnesota	$27.7M	+$689K	+575	+2%
22	SDJVC 22 St. Denis J. Villere & Co New Orleans, Louisiana	$25.2M	+$6.4M	+5,338	+33%
23	23 Wells Fargo San Francisco, California	$23.9M	-$15.5M	-12,945	-39%
24	EHC 24 Everett Harris & Co Los Angeles, California	$20M	-$528K	-440	-2%
25	OA 25 Oxbow Advisors Austin, Texas	$16.2M	+$1.47M	+1,226	+10%