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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
WP
351
WMS Partners
Maryland
$228K +$209K +5,000 New
TYCC
352
Texas Yale Capital Corp
Florida
$227K +$209K +4,995 New
RC
353
RegentAtlantic Capital
New Jersey
$226K +$208K +4,972 New
RCAG
354
Rehmann Capital Advisory Group
Michigan
$222K +$204K +4,884 New
HFA
355
High Falls Advisors
New York
$220K +$202K +4,834 New
HF
356
Hoxton Financial
West Virginia
$219K -$15.9K -380 -7%
SCA
357
STALEY CAPITAL ADVISERS
Pennsylvania
$219K +$200K +4,800 New
CS
358
Comerica Securities
Michigan
$212K +$194K +4,650 New
BC
359
Burney Company
Virginia
$212K +$195K +4,663 New
CCM
360
Condor Capital Management
New Jersey
$205K +$188K +4,496 New
OMCS
361
Old Mutual Customised Solutions
South Africa
$201K +$66.8K +1,600 +57%
JG
362
Jefferies Group
New York
$178K +$142K +3,409 +208%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$177K -$12.7K -303 -7%
SFFS
364
Stonehage Fleming Financial Services
Jersey
$170K +$86K +2,060 New
WT
365
Whittier Trust
California
$143K +$96K +2,300 +279%
MSV
366
MN Services Vermogensbeheer
Netherlands
$143K +$149K +3,573 New
CCA
367
Checchi Capital Advisers
California
$135K +$123K +2,955 New
SG Americas Securities
368
SG Americas Securities
New York
$114K -$13.4K -322 -11%
GWM
369
Gupta Wealth Management
California
$107K
NA
370
Navellier & Associates
Nevada
$105K +$96.5K +2,312 New
CF
371
CenterStar Fund
Illinois
$84K
SIM
372
Sonora Investment Management
Arizona
$82.8K -$41.8K -1,000 -36%
DSC
373
Duncker Streett & Co
Missouri
$82K -$20.9K -500 -22%
WTB
374
Washington Trust Bank
Washington
$82K +$15.9K +380 +27%
FIB
375
First Interstate Bank
Montana
$80K +$1.25K +30 +2%

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.