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588 hedge funds and large institutions have $18.1B invested in BCE in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 212 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 45

3% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 212

2% more capital invested

Capital invested by funds: $17.8B → $18.1B (+$353M)

1% more funds holding

Funds holding: 583588 (+5)

0.03% more ownership

Funds ownership: 43.26%43.28% (+0.03%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

31% less call options, than puts

Call options by funds: $232M | Put options by funds: $334M

Holders
588
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
9.23%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
53
Increased
219
Reduced
212
Closed
45
Calls
$232M
Puts
$334M
Net Calls
-$102M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
301
Portside Wealth Group
Utah
$683K +$698K +14,993 New
VPIM
302
Vanguard Personalized Indexing Management
California
$675K +$82.5K +1,773 +14%
CFGS
303
Concourse Financial Group Securities
Alabama
$674K +$24.1K +517 +4%
WF
304
Welch & Forbes
Massachusetts
$670K -$62.5K -1,342 -8%
KeyBank National Association
305
KeyBank National Association
Ohio
$667K -$3.77K -81 -0.6%
EWA
306
EP Wealth Advisors
California
$667K
VFA
307
Voya Financial Advisors
Connecticut
$665K -$93 -2 -0%
T
308
TOBAM
France
$652K +$313K +6,725 +89%
VCS
309
Vaughan & Co Securities
New Jersey
$649K
IB
310
Intrust Bank
Kansas
$640K +$141K +3,039 +28%
SPC
311
Sigma Planning Corp
Michigan
$632K -$32.6K -700 -5%
KCPG
312
Kavar Capital Partners Group
Kansas
$632K -$135K -2,900 -17%
CIAS
313
Capital Investment Advisory Services
North Carolina
$617K +$52.5K +1,128 +9%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$614K +$68.1K +1,462 +12%
CA
315
Cetera Advisors
Colorado
$614K +$54.1K +1,162 +9%
VI
316
Versor Investments
New York
$614K +$193K +4,151 +45%
LMKC
317
L.M. Kohn & Company
Ohio
$608K -$9.31K -200 -1%
PFO
318
Pathstone Family Office
New Jersey
$600K +$255K +5,475 +74%
WTC
319
WhitTier Trust Company
Nevada
$586K +$22K +472 +4%
BC
320
Bridgefront Capital
Texas
$575K +$587K +12,603 New
CAG
321
Csenge Advisory Group
Florida
$564K -$9.87K -212 -2%
LD
322
Lipe & Dalton
New York
$563K
TCA
323
Transcend Capital Advisors
New Jersey
$544K -$2.89K -62 -0.5%
SWM
324
SeaCrest Wealth Management
New York
$535K +$6.01K +129 +1%
TCMP
325
Thrive Capital Management (Pennsylvania)
Pennsylvania
$526K -$34.5K -741 -6%

BCE Hedge Fund Activity: Q2 2023 in Review

588 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q2 2023, worth a combined $18.1B — up 2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BCE positions and 45 closed out — a net gain of 8 holders — while 219 added to existing stakes and 212 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $143M. The largest seller was Royal Bank of Canada, cutting an estimated $89.4M.

  • 588 institutional investors held BCE (BCE) as of Q2 2023, up from 583 in Q1 2023.
  • Funds reported $18.1B of BCE stock for Q2 2023, up 2% quarter-over-quarter.
  • 53 funds opened new BCE positions in Q2 2023 and 45 closed out, a net change of +8 holders.
  • The largest BCE buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $143M added.
  • The largest BCE seller in Q2 2023 was Royal Bank of Canada, an estimated $89.4M sold.

Based on aggregated 13F filings for Q2 2023.