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583 hedge funds and large institutions have $17.8B invested in BCE in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 246 increasing their positions, 170 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 170

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$304M)

0.08% less ownership

Funds ownership: 43.34%43.26% (-0.08%)

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 597583 (-14)

26% less call options, than puts

Call options by funds: $247M | Put options by funds: $336M

Holders
583
Holders Change
-14
Holders Change %
-2.35%
% of All Funds
9.29%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
47
Increased
246
Reduced
170
Closed
49
Calls
$247M
Puts
$336M
Net Calls
-$88.6M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$869K -$3.7K -82 -0.4%
SAG
277
SageView Advisory Group
California
$845K +$852K +18,857 New
CFAM
278
Center For Asset Management
Florida
$834K +$10.2K +226 +1%
VIA
279
Vident Investment Advisory
Georgia
$832K +$72.7K +1,610 +9%
MLA
280
My Legacy Advisors
Oregon
$800K +$36.8K +815 +5%
Korea Investment Corp
281
Korea Investment Corp
South Korea
$794K +$10.5K +233 +1%
MPPW
282
Mitchell & Pahl Private Wealth
Oklahoma
$790K -$1.99K -44 -0.2%
ATC
283
Argent Trust Co
Tennessee
$790K -$35.7K -790 -4%
NAM
284
NTV Asset Management
West Virginia
$784K
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$779K -$5.51K -122 -0.7%
AWS
286
Atria Wealth Solutions
New York
$768K +$284K +6,276 +59%
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$763K +$769K +17,031 New
BHPW
288
Beverly Hills Private Wealth
California
$755K +$324K +7,161 +74%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$754K -$24.8K -549 -3%
KCPG
290
Kavar Capital Partners Group
Kansas
$751K -$18.1K -400 -2%
SCA
291
Snowden Capital Advisors
New York
$732K +$56K +1,239 +8%
PA
292
Procyon Advisors
Connecticut
$731K -$13.8K -305 -2%
Zurich Cantonal Bank
293
Zurich Cantonal Bank
Switzerland
$729K +$12.6K +280 +2%
BAM
294
Belpointe Asset Management
Nevada
$729K +$86.9K +1,923 +13%
Squarepoint
295
Squarepoint
New York
$721K +$728K +16,106 New
WF
296
Welch & Forbes
Massachusetts
$718K
IMPI
297
Ilmarinen Mutual Pension Insurance
Finland
$715K
PA
298
Pinnacle Associates
New York
$690K +$180K +3,979 +35%
YCM
299
Yousif Capital Management
Michigan
$686K +$3.16K +70 +0.5%
DCM
300
DGS Capital Management
New Jersey
$664K +$115K +2,548 +21%

BCE Hedge Fund Activity: Q1 2023 in Review

583 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2023, worth a combined $17.8B — up 1.7% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of BCE and 47 opened new positions — a net loss of 2 holders — while 170 trimmed existing stakes and 246 added.

The largest buyer was Federated Hermes, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $219M.

  • 583 institutional investors held BCE (BCE) as of Q1 2023, down from 597 in Q4 2022.
  • Funds reported $17.8B of BCE stock for Q1 2023, up 1.7% quarter-over-quarter.
  • 47 funds opened new BCE positions in Q1 2023 and 49 closed out, a net change of -2 holders.
  • The largest BCE buyer in Q1 2023 was Federated Hermes, an estimated $136M added.
  • The largest BCE seller in Q1 2023 was Goldman Sachs, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.