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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
LA
326
LVW Advisors
New York
$320K -$45.7K -1,094 -13%
YMRC
327
Yorktown Management & Research Company
Virginia
$319K
CFA
328
Camarda Financial Advisors
Florida
$315K +$158K +3,792 +121%
CCM
329
Cohen Capital Management
California
$306K
NPPM
330
North Point Portfolio Managers
Ohio
$305K
TU
331
TDAM USA
Ontario, Canada
$302K -$7.52K -180 -3%
WS
332
Wedbush Securities
California
$301K +$8.77K +210 +3%
Korea Investment Corp
333
Korea Investment Corp
South Korea
$297K -$1.03M -24,600 -79%
EWM
334
Evercore Wealth Management
New York
$297K +$188K +4,507 +223%
WAM
335
Wealthspire Advisors (Maryland)
Maryland
$285K -$10.5K -252 -4%
FRM
336
Fox Run Management
Connecticut
$278K +$255K +6,100 New
Lazard Asset Management
337
Lazard Asset Management
New York
$273K
RB
338
Rodgers Brothers
Pennsylvania
$273K +$250K +5,990 New
CB
339
Commerce Bank
Missouri
$268K
PFBT
340
Parkside Financial Bank & Trust
Missouri
$261K +$13.2K +315 +6%
WRM
341
Westport Resources Management
Connecticut
$258K +$84 +2 +0%
WA
342
WFG Advisors
Texas
$256K +$1.88K +45 +0.8%
FNBT
343
FineMark National Bank & Trust
Florida
$256K +$19.2K +459 +9%
QC
344
QCM Cayman
Texas
$251K +$230K +5,500 New
SWP
345
Stratos Wealth Partners
Ohio
$250K -$487K -11,655 -68%
DADC
346
D.A. Davidson & Co
Montana
$240K +$37.7K +902 +21%
RCAMU
347
Rothschild & Co Asset Management US
Connecticut
$239K +$168K +4,033 New
B
348
BancorpSouth
Mississippi
$237K -$29.8K -713 -12%
AIA
349
Allegis Investment Advisors
Idaho
$234K -$17.2K -413 -7%
GJIC
350
Gamble Jones Investment Counsel
California
$228K +$209K +5,000 New

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.