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420 hedge funds and large institutions have $16.4B invested in BCE in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 162 increasing their positions, 164 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

8% more capital invested

Capital invested by funds: $15.2B → $16.4B (+$1.24B)

1.42% more ownership

Funds ownership: 42.08%43.5% (+1.4%)

1% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 164

4% less funds holding

Funds holding: 436420 (-16)

30% less call options, than puts

Call options by funds: $133M | Put options by funds: $191M

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
420
Holders Change
-16
Holders Change %
-3.67%
% of All Funds
11.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.67%
New
26
Increased
162
Reduced
164
Closed
41
Calls
$133M
Puts
$191M
Net Calls
-$57.5M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$15K
CFSG
402
Community Financial Services Group
Vermont
$13K
FQ
403
First Quadrant
California
$13K
BFEC
404
Benjamin F. Edwards & Company
Missouri
$12K
WEC
405
Winslow Evans & Crocker
Massachusetts
$9.91K
UFA
406
US Financial Advisors
Massachusetts
$8K -$4.92K -120 -38%
OC
407
Oakworth Capital
Alabama
$8K
TFO
408
Tarbox Family Office
California
$8K +$8.21K +200 New
TSW
409
Thompson Siegel & Walmsley
Virginia
$7K +$7.18K +175 New
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
ZB
411
Zions Bancorporation
Utah
$6K +$5.38K +131 New
CFA
412
CT Financial Advisors
Pennsylvania
$5.98K
S
413
SignatureFD
Georgia
$5K -$2.09K -51 -32%
LIA
414
LS Investment Advisors
Michigan
$5K
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.4K -34 -33%
AF
416
Allworth Financial
California
$3K
TFA
417
Transamerica Financial Advisors
Florida
$3K
SI
418
Sentry Investments
Ontario, Canada
$2.45K +$308K +7,500 +20%
TCM
419
Tradewinds Capital Management
Washington
$2K
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.64K +40 New
CAW
421
Cornerstone Advisors (Washington)
Washington
$2K +$2.05K +50 New
FAM
422
Formidable Asset Management
Ohio
$1K +$1.44K +35 New
AL
423
AJO LP
Pennsylvania
-$18.9M -443,640 Closed
LCM
424
LVM Capital Management
Michigan
-$9.18M -215,875 Closed
NBC
425
Neuberger Berman Canada
Ontario, Canada
-$6.65M -156,473 Closed

BCE Hedge Fund Activity: Q3 2015 in Review

420 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2015, worth a combined $16.4B — up 8.2% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of BCE and 26 opened new positions — a net loss of 15 holders — while 164 trimmed existing stakes and 162 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $194M. The largest seller was Bahl & Gaynor, cutting an estimated $48.6M.

  • 420 institutional investors held BCE (BCE) as of Q3 2015, down from 436 in Q2 2015.
  • Funds reported $16.4B of BCE stock for Q3 2015, up 8.2% quarter-over-quarter.
  • 26 funds opened new BCE positions in Q3 2015 and 41 closed out, a net change of -15 holders.
  • The largest BCE buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $194M added.
  • The largest BCE seller in Q3 2015 was Bahl & Gaynor, an estimated $48.6M sold.

Based on aggregated 13F filings for Q3 2015.