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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
CG
301
Caprock Group
Idaho
$423K +$388K +9,289 New
BIAS
302
Beacon Investment Advisory Services
New Jersey
$421K +$7.1K +170 +2%
PAM
303
Premier Asset Management
Illinois
$418K
BTNA
304
Bremer Trust National Association
Minnesota
$417K -$8.14K -195 -2%
AT
305
Argent Trust
Texas
$417K -$710 -17 -0.2%
RFC
306
Regions Financial Corp
Alabama
$416K +$41.6K +996 +12%
HDIM
307
Hanson & Doremus Investment Management
Vermont
$414K
RCM
308
Riverhead Capital Management
Delaware
$407K -$53.2K -1,275 -13%
TI
309
Trexquant Investment
Connecticut
$406K -$1.19M -28,591 -76%
SMC
310
Smith, Moore & Co
Missouri
$404K +$14.6K +350 +4%
RhumbLine Advisers
311
RhumbLine Advisers
Massachusetts
$401K
GT
312
Glenmede Trust
Pennsylvania
$398K -$68.5K -1,640 -16%
BW
313
Bison Wealth
Georgia
$398K -$31.1K -746 -8%
NPC
314
National Planning Corporation
California
$393K -$6.6K -158 -2%
IB
315
Intrust Bank
Kansas
$386K -$14.6K -349 -4%
CCM
316
Crossvault Capital Management
Texas
$374K
GG
317
Gofen & Glossberg
Illinois
$373K
GWM
318
Geneos Wealth Management
Colorado
$370K +$338K +8,101 New
CTC
319
Central Trust Company
Missouri
$366K +$68.2K +1,633 +26%
CIA
320
Choate Investment Advisors
Massachusetts
$364K +$334K +8,000 New
MAM
321
Mastrapasqua Asset Management
Tennessee
$351K +$12.3K +295 +4%
FHA
322
First Horizon Advisors
Tennessee
$342K +$2.5K +60 +0.8%
RMC
323
Regis Management Company
California
$332K -$40.1K -960 -12%
GVT
324
Genesee Valley Trust
New York
$331K -$1.67K -40 -0.5%
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$323K +$44.6K +1,069 +18%

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.