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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
IA
376
IFP Advisors
Florida
$78K -$247K -5,924 -77%
IWMPD
377
Integrated Wealth Management (Palm Desert)
California
$78K -$2.76K -66 -4%
CWM
378
Cranbrook Wealth Management
Michigan
$77K
SI
379
Sentry Investments
Ontario, Canada
$75K -$660K -15,800 -1%
CLOS
380
Compagnie Lombard Odier SCmA
Switzerland
$74K -$372K -8,900 -85%
LNB
381
Ledyard National Bank
$70K
TCOV
382
Trust Company of Vermont
Vermont
$65K -$5.18K -124 -8%
ECM
383
Estabrook Capital Management
New York
$64.9K
TF
384
Tompkins Financial
New York
$64K -$16.7K -400 -22%
CHC
385
City Holding Co
West Virginia
$64K -$8.35K -200 -12%
RIM
386
Ranger International Management
Illinois
$61K +$10K +240 +22%
MFW
387
Mosaic Family Wealth
Missouri
$53K
SNT
388
Security National Trust
West Virginia
$46K
Axa
389
Axa
France
$41K
JIC
390
Joel Isaacson & Co
New York
$38K
AssetMark Inc
391
AssetMark Inc
California
$37K
QT
392
Quantbot Technologies
New York
$35K -$204K -4,892 -86%
NFG
393
Next Financial Group
Texas
$29K -$2.5K -60 -8%
RWA
394
Ropes Wealth Advisors
Massachusetts
$29K
Bessemer Group
395
Bessemer Group
New Jersey
$27K -$127K -3,035 -83%
ZB
396
Zions Bancorporation
Utah
$25K +$17.5K +418 +319%
CFG
397
Citizens Financial Group
Rhode Island
$23K
FNBSF
398
First National Bank Sioux Falls
South Dakota
$23K
ASN
399
Advisory Services Network
Georgia
$23K +$20.9K +500 New
DBT
400
Dubuque Bank & Trust
Iowa
$22K

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.