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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
AG
351
Advocate Group
Minnesota
$399K -$83.4K -1,846 -17%
CAM
352
Campion Asset Management
Virginia
$397K
RB
353
Renasant Bank
Mississippi
$388K
Verition Fund Management
354
Verition Fund Management
Connecticut
$387K +$83.6K +1,851 +27%
WA
355
Wealthstar Advisors
Texas
$386K -$678 -15 -0.2%
LF
356
Lantz Financial
Illinois
$385K +$1.72K +38 +0.4%
SDAM
357
Shulman DeMeo Asset Management
New York
$380K -$181 -4 -0%
MYIA
358
Mount Yale Investment Advisors
Colorado
$377K +$129K +2,849 +51%
DA
359
Detalus Advisors
Missouri
$376K +$22.6K +500 +6%
KC
360
Kenfarb & Co
Kentucky
$372K
MGP
361
Metis Global Partners
California
$371K +$5.51K +122 +1%
1SB
362
1ST Source Bank
Indiana
$371K -$104K -2,293 -22%
SFI
363
SPC Financial Inc
Maryland
$371K -$22.6K -500 -6%
SWA
364
Sax Wealth Advisors
New Jersey
$370K
Credit Agricole
365
Credit Agricole
France
$369K
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$368K +$29.7K +657 +9%
BOH
367
Bank of Hawaii
Hawaii
$365K -$82.3K -1,822 -18%
HL
368
HeadInvest LLC
Maine
$364K
BFA
369
Beaumont Financial Advisors
Massachusetts
$362K -$16.5K -365 -4%
ONST
370
Old North State Trust
North Carolina
$361K
CA
371
Continuum Advisory
Idaho
$359K +$37.5K +829 +12%
PJSIMP
372
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K
BTWM
373
Baker Tilly Wealth Management
Wisconsin
$358K +$994 +22 +0.3%
PA
374
Prossimo Advisors
California
$353K -$5.92K -131 -2%
NA
375
NewEdge Advisors
Louisiana
$353K +$96K +2,124 +37%

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.