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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
KA
401
Klingman & Associates
New York
$20K
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$18K -$4.26K -102 -20%
Loomis, Sayles & Company
403
Loomis, Sayles & Company
Massachusetts
$18K
QAM
404
QCI Asset Management
New York
$18K
AIM
405
Acrospire Investment Management
Illinois
$18K +$16.7K +400 New
HR
406
Howe & Rusling
New York
$18K +$16.9K +404 New
BFEC
407
Benjamin F. Edwards & Company
Missouri
$14K
PFS
408
Physicians Financial Services
North Carolina
$13K
WEC
409
Winslow Evans & Crocker
Massachusetts
$11K
UFA
410
US Financial Advisors
Massachusetts
$11K -$15.2K -364 -59%
SF
411
Synovus Financial
Georgia
$11K +$10.5K +252 New
MA
412
MUFG Americas
New York
$10K -$28.1K -674 -75%
S
413
SignatureFD
Georgia
$10K +$4.38K +105 +98%
WA
414
Winfield Associates
Ohio
$10K +$8.77K +210 New
AIM
415
Anchor Investment Management
South Carolina
$9.11K +$8.35K +200 New
OC
416
Oakworth Capital
Alabama
$9K
FQ
417
First Quadrant
California
$8K
ClearBridge Investments
418
ClearBridge Investments
New York
$7K -$3.34K -80 -35%
CFA
419
CT Financial Advisors
Pennsylvania
$6.65K
BNP Paribas Financial Markets
420
BNP Paribas Financial Markets
France
$6.42K -$54.3K -1,301 -90%
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$2.5K +60 +77%
JFA
422
JNBA Financial Advisors
Minnesota
$5K
LIA
423
LS Investment Advisors
Michigan
$5K
AA
424
Apriem Advisors
California
$5K +$4.97K +119 New
BAM
425
Barrett Asset Management
New York
$4K

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.