We are live on ! Find out more

606 hedge funds and large institutions have $21.4B invested in BCE in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 221 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

20% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 184

9% more funds holding

Funds holding: 557606 (+49)

6% more capital invested

Capital invested by funds: $20.1B → $21.4B (+$1.25B)

1.74% more ownership

Funds ownership: 43.88%45.62% (+1.7%)

63% less call options, than puts

Call options by funds: $290M | Put options by funds: $784M

Holders
606
Holders Change
+49
Holders Change %
+8.8%
% of All Funds
9.33%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
99
Increased
221
Reduced
184
Closed
43
Calls
$290M
Puts
$784M
Net Calls
-$493M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
376
Buckingham Strategic Wealth
Missouri
$340K +$334K +6,534 New
AAS
377
Avantax Advisory Services
Texas
$338K -$268K -5,250 -45%
SFI
378
SPC Financial Inc
Maryland
$335K +$10.2K +200 +3%
BFEC
379
Benjamin F. Edwards & Company
Missouri
$331K -$274K -5,353 -46%
SMC
380
Smith, Moore & Co
Missouri
$326K
RC
381
RegentAtlantic Capital
New Jersey
$325K +$20.6K +403 +7%
BF
382
BOK Financial
Oklahoma
$324K +$4.86K +95 +2%
PJSIMP
383
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K
SC
384
Saturna Capital
Washington
$320K
OPS
385
Orion Portfolio Solutions
Nebraska
$318K +$67.2K +1,315 +27%
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$317K -$6.34K -124 -2%
HDIM
387
Hanson & Doremus Investment Management
Vermont
$316K -$7K -137 -2%
AssetMark Inc
388
AssetMark Inc
California
$315K +$267K +5,221 +630%
TRCT
389
Tower Research Capital (TRC)
New York
$315K +$286K +5,586 +1,072%
FAIM
390
Financial Advocates Investment Management
Washington
$314K -$20K -391 -9%
Manulife (Manufacturers Life Insurance)
391
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312K -$91.8M -1,796,256 -23%
Lazard Asset Management
392
Lazard Asset Management
New York
$312K
HNWAG
393
High Net Worth Advisory Group
Florida
$312K +$306K +5,980 New
RFC
394
Regions Financial Corp
Alabama
$311K -$76.6K -1,498 -20%
EA
395
Eudaimonia Advisors
Tennessee
$310K +$304K +5,949 New
GT
396
Greenleaf Trust
Michigan
$303K -$824K -16,127 -73%
IAN
397
Integrated Advisors Network
Texas
$301K +$295K +5,779 New
CS
398
Candriam SCA
Luxembourg
$294K
IWP
399
Icon Wealth Partners
Texas
$292K +$256 +5 +0.1%
SSG
400
Summit Securities Group
New York
$281K +$276K +5,400 New

BCE Hedge Fund Activity: Q4 2021 in Review

606 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q4 2021, worth a combined $21.4B — up 6.2% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BCE positions and 43 closed out — a net gain of 56 holders — while 221 added to existing stakes and 184 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $234M. The largest seller was British Columbia Investment Management, cutting an estimated $106M.

  • 606 institutional investors held BCE (BCE) as of Q4 2021, up from 557 in Q3 2021.
  • Funds reported $21.4B of BCE stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 99 funds opened new BCE positions in Q4 2021 and 43 closed out, a net change of +56 holders.
  • The largest BCE buyer in Q4 2021 was Bank of Nova Scotia, an estimated $234M added.
  • The largest BCE seller in Q4 2021 was British Columbia Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.