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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
VFA
301
Voya Financial Advisors
Connecticut
$664K +$60.1K +1,330 +10%
KeyBank National Association
302
KeyBank National Association
Ohio
$659K -$36.7K -813 -5%
SPC
303
Sigma Planning Corp
Michigan
$652K +$13.9K +308 +2%
SWS
304
SYSTM Wealth Solutions
Illinois
$644K +$1.81K +40 +0.3%
CSS
305
Cubist Systematic Strategies
Connecticut
$640K -$6.64M -147,018 -91%
CFGS
306
Concourse Financial Group Securities
Alabama
$638K +$19.7K +437 +3%
VCS
307
Vaughan & Co Securities
New Jersey
$637K +$23.9K +530 +4%
TRCT
308
Tower Research Capital (TRC)
New York
$621K +$507K +11,214 +420%
LMKC
309
L.M. Kohn & Company
Ohio
$606K -$12.2K -270 -2%
ASN
310
Advisory Services Network
Georgia
$594K +$208K +4,614 +53%
WBC
311
Westpac Banking Corp
Australia
$592K +$442K +9,784 New
CFG
312
Citizens Financial Group
Rhode Island
$586K +$45 +1 +0%
VPIM
313
Vanguard Personalized Indexing Management
California
$584K +$142K +3,135 +32%
UH
314
Unigestion Holding
Switzerland
$572K -$2.73M -60,368 -83%
CAG
315
Csenge Advisory Group
Florida
$564K -$14.2K -314 -2%
CIAS
316
Capital Investment Advisory Services
North Carolina
$556K +$191K +4,223 +52%
WTC
317
WhitTier Trust Company
Nevada
$554K
LD
318
Lipe & Dalton
New York
$553K -$350K -7,750 -39%
TCMP
319
Thrive Capital Management (Pennsylvania)
Pennsylvania
$553K +$24.3K +539 +5%
CA
320
Cetera Advisors
Colorado
$551K -$123K -2,714 -18%
CPWA
321
Cerro Pacific Wealth Advisors
California
$550K +$218K +4,823 +65%
TCA
322
Transcend Capital Advisors
New Jersey
$537K
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$537K -$4.92M -108,946 -90%
SAM
324
Shell Asset Management
Netherlands
$525K
GC
325
Guggenheim Capital
Illinois
$523K +$274K +6,075 +109%

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.