We are live on ! Find out more

434 hedge funds and large institutions have $17.8B invested in BCE in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

20% more capital invested

Capital invested by funds: $14.8B → $17.8B (+$2.96B)

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 428434 (+6)

0.4% more ownership

Funds ownership: 43.72%44.12% (+0.4%)

6% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 171

57% less call options, than puts

Call options by funds: $90.1M | Put options by funds: $208M

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
11.56%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
50
Increased
161
Reduced
171
Closed
40
Calls
$90.1M
Puts
$208M
Net Calls
-$117M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PIC
251
Portland Investment Counsel
Ontario, Canada
$969K +$351K +8,400 +65%
CP
252
Cumberland Partners
Ontario, Canada
$960K -$8.73K -209 -1%
SPC
253
Sigma Planning Corp
Michigan
$958K +$25.1K +602 +3%
BCM
254
BlueCrest Capital Management
Jersey
$956K +$877K +21,000 New
BFA
255
Beaumont Financial Advisors
Massachusetts
$936K +$299K +7,150 +48%
TNBTD
256
Trustmark National Bank Trust Department
Mississippi
$888K +$78.5K +1,880 +11%
BO
257
BRR OpCo
Ohio
$876K -$15.9K -380 -2%
LCM
258
Logan Capital Management
Pennsylvania
$869K +$16.7K +401 +2%
RFA
259
Reilly Financial Advisors
California
$846K +$21.1K +505 +3%
IPC
260
Independent Portfolio Consultants
Florida
$840K +$44.7K +1,070 +6%
GBT
261
Grove Bank & Trust
Florida
$811K +$38.1K +913 +5%
AIA
262
Avalon Investment & Advisory
Texas
$810K +$15.4K +368 +2%
ST
263
Smithfield Trust
Pennsylvania
$808K +$12.9K +310 +2%
Macquarie Group
264
Macquarie Group
Australia
$807K -$2.06M -49,279 -74%
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$787K -$48.1K -1,153 -6%
CFN
266
Cordasco Financial Network
Florida
$780K -$598K -14,331 -46%
MFS
267
MSI Financial Services
Massachusetts
$780K +$312K +7,469 +77%
LTFS
268
Ladenburg Thalmann Financial Services
Florida
$770K -$77.6K -1,859 -10%
LTI
269
Laffer Tengler Investments
Tennessee
$753K +$690K +16,527 New
CIM
270
Calvert Investment Management
Maryland
$742K
EIA
271
Edgemoor Investment Advisors
Maryland
$734K -$38.2K -915 -5%
MAS
272
Madden Advisory Services
Florida
$731K -$24K -575 -3%
DIA
273
Dean Investment Associates
Ohio
$730K +$47.4K +1,134 +8%
MCM
274
Murphy Capital Management
New Jersey
$728K -$62.6K -1,500 -9%
CS
275
Credential Securities
$721K +$348K +8,341 +111%

BCE Hedge Fund Activity: Q1 2016 in Review

434 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2016, worth a combined $17.8B — up 20% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BCE positions and 40 closed out — a net gain of 10 holders — while 161 added to existing stakes and 171 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $71.7M sold.

  • 434 institutional investors held BCE (BCE) as of Q1 2016, up from 428 in Q4 2015.
  • Funds reported $17.8B of BCE stock for Q1 2016, up 20% quarter-over-quarter.
  • 50 funds opened new BCE positions in Q1 2016 and 40 closed out, a net change of +10 holders.
  • The largest BCE buyer in Q1 2016 was Fidelity Investments, an estimated $168M added.
  • The largest BCE seller in Q1 2016 was Mackenzie Financial, an estimated $71.7M sold.

Based on aggregated 13F filings for Q1 2016.