Bofa Finance LLC (bac 0.6 05/25/27 Mtn)
13F holders, Q4 2024 (December 31)7holders
2new positions
2sold out
$1.02avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Bofa Finance LLC (bac 0.6 05/25/27 Mtn) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Angelo Gordon & Co., L.P. ($14.4M), Income Research & Management ($8.9M) and State Street Corp. ($7.7M).
- Company
- Bofa Finance LLC (bac 0.6 05/25/27 Mtn)
- CUSIP
- 09709UV70
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6.2M |
| Exits | 2 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 10,253,000 shares bought and 1,132,575 shares sold, net +9,120,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Angelo Gordon & Co., L.P. | 3.64% | Add +41.3% | 14,133,000 | $14.4M |
| Income Research & Management | 4.27% | No change | 8,780,000 | $8.9M |
| State Street Corp. | 0.00% | No change | 7,500,000 | $7.7M |
| New York State Common Retirement Fund | 0.01% | New | 6,085,000 | $6.2M |
| Ameritas Investment Partners, Inc. | 0.09% | No change | 2,570,000 | $2.6M |
| Choreo, LLC | 0.00% | New | 35,000 | $36K |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 1,500 | $2K |
"% of holder's portfolio" is BOFA FINANCE LLC (BAC 0.6 05/25/27 MTN)'s weight in each manager's 13F, not the share of Bofa Finance LLC (bac 0.6 05/25/27 Mtn) the manager owns.