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562 hedge funds and large institutions have $15B invested in BCE in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 43.28%42.51% (-0.77%)

4% less funds holding

Funds holding: 588562 (-26)

14% less call options, than puts

Call options by funds: $207M | Put options by funds: $241M

17% less capital invested

Capital invested by funds: $18.1B → $15B (-$3.16B)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

39% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 62

Holders
562
Holders Change
-26
Holders Change %
-4.42%
% of All Funds
8.92%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
38
Increased
182
Reduced
243
Closed
62
Calls
$207M
Puts
$241M
Net Calls
-$33.2M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
376
Old North State Trust
North Carolina
$298K -$10.4K -248 -3%
HNB
377
Huntington National Bank
Ohio
$293K
HL
378
HeadInvest LLC
Maine
$289K
CCM
379
Cohen Capital Management
California
$283K
SSWM
380
Sheets Smith Wealth Management
North Carolina
$281K
PFS
381
Prospera Financial Services
Texas
$277K -$6.43K -153 -2%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$272K -$29.4K -701 -9%
GAM
383
Garrison Asset Management
Arkansas
$272K -$22.1K -526 -7%
KWA
384
Kingswood Wealth Advisors
California
$271K +$21.7K +517 +8%
SDAM
385
Shulman DeMeo Asset Management
New York
$269K -$58.4K -1,390 -16%
GIS
386
Grayhawk Investment Strategies
Alberta, Canada
$268K
PJSIMP
387
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K -$21K -500 -7%
CCG
388
Cypress Capital Group
Florida
$260K +$4.58K +109 +2%
GWM
389
Geneos Wealth Management
Colorado
$260K -$53.1K -1,265 -16%
GSEP
390
Golden State Equity Partners
California
$257K -$23.5K -560 -8%
IIM
391
Ipswich Investment Management
Massachusetts
$256K -$14.7K -350 -5%
Koshinski Asset Management
392
Koshinski Asset Management
Illinois
$253K +$588 +14 +0.2%
API
393
Advisor Partners II
California
$251K -$174K -4,147 -39%
MW
394
Marcum Wealth
Ohio
$249K -$6.47K -154 -2%
PIA
395
Pinion Investment Advisors
Kansas
$242K -$18.1K -430 -6%
1SB
396
1ST Source Bank
Indiana
$239K -$53.1K -1,264 -17%
FC
397
FORA Capital
Florida
$239K +$263K +6,251 New
C
398
CEDRUS
Colorado
$235K +$3.61K +86 +1%
CF
399
Centaurus Financial
California
$231K -$13.9K -332 -5%
Lazard Asset Management
400
Lazard Asset Management
New York
$229K

BCE Hedge Fund Activity: Q3 2023 in Review

562 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2023, worth a combined $15B — down 17% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of BCE and 38 opened new positions — a net loss of 24 holders — while 243 trimmed existing stakes and 182 added.

The largest buyer was American Century Companies, adding an estimated $120M. The largest seller was Capital Research Global Investors, cutting an estimated $421M.

  • 562 institutional investors held BCE (BCE) as of Q3 2023, down from 588 in Q2 2023.
  • Funds reported $15B of BCE stock for Q3 2023, down 17% quarter-over-quarter.
  • 38 funds opened new BCE positions in Q3 2023 and 62 closed out, a net change of -24 holders.
  • The largest BCE buyer in Q3 2023 was American Century Companies, an estimated $120M added.
  • The largest BCE seller in Q3 2023 was Capital Research Global Investors, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2023.