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562 hedge funds and large institutions have $15B invested in BCE in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 43.28%42.51% (-0.77%)

4% less funds holding

Funds holding: 588562 (-26)

14% less call options, than puts

Call options by funds: $207M | Put options by funds: $241M

17% less capital invested

Capital invested by funds: $18.1B → $15B (-$3.16B)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

39% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 62

Holders
562
Holders Change
-26
Holders Change %
-4.42%
% of All Funds
8.92%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
38
Increased
182
Reduced
243
Closed
62
Calls
$207M
Puts
$241M
Net Calls
-$33.2M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$1.34M -$340K -8,095 -19%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$1.33M +$769K +18,300 +112%
MFFIA
228
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.31M
RPSA
229
Richard P. Slaughter Associates
Texas
$1.29M +$127K +3,032 +10%
CS
230
Comerica Securities
Michigan
$1.28M -$266K -6,327 -16%
KMWM
231
Keudell/Morrison Wealth Management
Oregon
$1.26M +$17.6K +420 +1%
EWA
232
Exencial Wealth Advisors
Oklahoma
$1.24M -$346K -8,244 -20%
VCA
233
Verdence Capital Advisors
Maryland
$1.22M +$47K +1,119 +4%
MOS
234
MGO One Seven
Ohio
$1.21M -$83.2K -1,981 -6%
MSRPS
235
Maryland State Retirement & Pension System
Maryland
$1.19M +$12.6K +301 +1%
Baillie Gifford & Co
236
Baillie Gifford & Co
United Kingdom
$1.17M
PA
237
Pinnacle Associates
New York
$1.17M +$650K +15,480 +102%
WA
238
Wealth Alliance
New York
$1.17M +$54.6K +1,301 +4%
Baird Financial Group
239
Baird Financial Group
Wisconsin
$1.16M -$1.01M -24,048 -44%
SMC
240
Smith, Moore & Co
Missouri
$1.15M -$8.4K -200 -0.7%
RA
241
RFG Advisory
Alabama
$1.15M +$64.3K +1,532 +5%
AIM
242
Aigen Investment Management
New York
$1.14M +$367K +8,736 +41%
FC
243
Forte Capital
New York
$1.12M -$16.4K -390 -1%
RJT
244
Raymond James Trust
Florida
$1.11M -$53K -1,262 -4%
BCP
245
Berkeley Capital Partners
Georgia
$1.06M +$83K +1,976 +8%
SSB
246
Sandy Spring Bank
Maryland
$1.05M -$24.4K -581 -2%
M&T Bank
247
M&T Bank
New York
$1.04M -$101K -2,411 -8%
GBT
248
Grove Bank & Trust
Florida
$1.03M +$92.4K +2,200 +9%
Creative Planning
249
Creative Planning
Kansas
$1.03M -$319K -7,592 -22%
Calamos Advisors
250
Calamos Advisors
Illinois
$1.02M

BCE Hedge Fund Activity: Q3 2023 in Review

562 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2023, worth a combined $15B — down 17% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of BCE and 38 opened new positions — a net loss of 24 holders — while 243 trimmed existing stakes and 182 added.

The largest buyer was American Century Companies, adding an estimated $120M. The largest seller was Capital Research Global Investors, cutting an estimated $421M.

  • 562 institutional investors held BCE (BCE) as of Q3 2023, down from 588 in Q2 2023.
  • Funds reported $15B of BCE stock for Q3 2023, down 17% quarter-over-quarter.
  • 38 funds opened new BCE positions in Q3 2023 and 62 closed out, a net change of -24 holders.
  • The largest BCE buyer in Q3 2023 was American Century Companies, an estimated $120M added.
  • The largest BCE seller in Q3 2023 was Capital Research Global Investors, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2023.