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557 hedge funds and large institutions have $20.1B invested in BCE in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 221 increasing their positions, 165 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

34% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 165

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 547557 (+10)

3% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$565M)

0.31% more ownership

Funds ownership: 43.57%43.88% (+0.31%)

62% less call options, than puts

Call options by funds: $230M | Put options by funds: $600M

Holders
557
Holders Change
+10
Holders Change %
+1.83%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
55
Increased
221
Reduced
165
Closed
39
Calls
$230M
Puts
$600M
Net Calls
-$370M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
S
351
SignatureFD
Georgia
$362K +$65.3K +1,290 +22%
CNC
352
Canandaigua National Corp
New York
$358K -$3.14K -62 -0.9%
MW
353
Marcum Wealth
Ohio
$357K -$13.5K -267 -4%
CA
354
Cetera Advisors
Colorado
$356K +$85.1K +1,682 +31%
IC
355
Inscription Capital
Texas
$352K +$350K +6,925 New
PFBT
356
Parkside Financial Bank & Trust
Missouri
$343K
SPIA
357
Steward Partners Investment Advisory
New York
$341K +$65.5K +1,295 +23%
I
358
INVST
Indiana
$340K +$14.2K +280 +4%
VPIM
359
Vanguard Personalized Indexing Management
California
$340K +$120K +2,371 +54%
RB
360
Renasant Bank
Mississippi
$337K -$5.01K -99 -1%
MAS
361
Madden Advisory Services
Florida
$331K -$19.3K -381 -5%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$329K -$523K -10,344 -61%
ASN
363
Advisory Services Network
Georgia
$325K -$9.46K -187 -3%
1SB
364
1ST Source Bank
Indiana
$325K +$20.8K +412 +7%
HSA
365
HBK Sorce Advisory
Pennsylvania
$324K
SMC
366
Smith, Moore & Co
Missouri
$314K
PJSIMP
367
P.J. Schmidt Investment Management (PJS)
Wisconsin
$312K
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$312K +$16.5K +326 +6%
SFI
369
SPC Financial Inc
Maryland
$311K -$15.2K -300 -5%
HDIM
370
Hanson & Doremus Investment Management
Vermont
$310K -$47.9K -946 -13%
SC
371
Saturna Capital
Washington
$308K -$814K -16,100 -72%
SCA
372
Snowden Capital Advisors
New York
$307K +$28.8K +569 +10%
BF
373
BOK Financial
Oklahoma
$306K +$310K +6,122 New
LF
374
Lantz Financial
Illinois
$302K +$14.1K +279 +5%
Lazard Asset Management
375
Lazard Asset Management
New York
$300K

BCE Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2021, worth a combined $20.1B — up 2.9% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BCE positions and 39 closed out — a net gain of 16 holders — while 221 added to existing stakes and 165 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $337M. The largest seller was Bank of Nova Scotia, cutting an estimated $262M.

  • 557 institutional investors held BCE (BCE) as of Q3 2021, up from 547 in Q2 2021.
  • Funds reported $20.1B of BCE stock for Q3 2021, up 2.9% quarter-over-quarter.
  • 55 funds opened new BCE positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest BCE buyer in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $337M added.
  • The largest BCE seller in Q3 2021 was Bank of Nova Scotia, an estimated $262M sold.

Based on aggregated 13F filings for Q3 2021.