We are live on ! Find out more

493 hedge funds and large institutions have $15.6B invested in BCE in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 159 increasing their positions, 196 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

2% more funds holding

Funds holding: 483493 (+10)

1.28% more ownership

Funds ownership: 42.98%44.26% (+1.3%)

0% less capital invested

Capital invested by funds: $15.7B → $15.6B (-$69M)

16% less call options, than puts

Call options by funds: $203M | Put options by funds: $241M

19% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 196

Holders
493
Holders Change
+10
Holders Change %
+2.07%
% of All Funds
10.98%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.36%
New
65
Increased
159
Reduced
196
Closed
50
Calls
$203M
Puts
$241M
Net Calls
-$38.6M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
401
Schroder Investment Management Group
United Kingdom
$81.7K -$31.6M -771,126 -34%
C
402
Cerebellum
California
$81K +$84.5K +2,065 New
APA
403
American Portfolios Advisors
New York
$80.7K +$7.82K +191 +10%
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$75K -$7.94K -194 -9%
IFAM
405
Institutional & Family Asset Management
Colorado
$70K -$8.02K -196 -10%
FIB
406
First Interstate Bank
Montana
$70K
TCOV
407
Trust Company of Vermont
Vermont
$66K
CIAS
408
Capital Investment Advisory Services
North Carolina
$65K +$67.5K +1,650 New
OIA
409
Optimum Investment Advisors
Illinois
$61K -$8.19K -200 -11%
OIA
410
OneDigital Investment Advisors
Kansas
$61K -$696 -17 -1%
LNB
411
Ledyard National Bank
$59K
RFA
412
Reilly Financial Advisors
California
$56K -$655 -16 -1%
AIC
413
Ameritas Investment Company
Nebraska
$55K +$56.9K +1,390 New
LFA
414
Legacy Financial Advisors
Kentucky
$53K +$13.1K +320 +31%
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
$51K
MFW
416
Mosaic Family Wealth
Missouri
$46K
BC
417
Barnett & Company
Tennessee
$43K
CG
418
Cutler Group
California
$43K +$45K +1,100 New
LWM
419
Liberty Wealth Management
California
$41K +$43K +1,051 New
PCG
420
Private Capital Group
Connecticut
$40K -$69.3K -1,693 -63%
GRP
421
Global Retirement Partners
California
$40K +$1.39K +34 +3%
PCP
422
Proficio Capital Partners
Massachusetts
$39K +$24K +586 +145%
RCAG
423
Rehmann Capital Advisory Group
Michigan
$38.3K
CHC
424
City Holding Co
West Virginia
$37K -$5.77K -141 -13%
ECM
425
Estabrook Capital Management
New York
$35.6K

BCE Hedge Fund Activity: Q4 2018 in Review

493 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q4 2018, worth a combined $15.6B — down 0.44% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BCE positions and 50 closed out — a net gain of 15 holders — while 159 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity International, adding an estimated $183M. The largest seller was Bank of Montreal, cutting an estimated $113M.

  • 493 institutional investors held BCE (BCE) as of Q4 2018, up from 483 in Q3 2018.
  • Funds reported $15.6B of BCE stock for Q4 2018, down 0.44% quarter-over-quarter.
  • 65 funds opened new BCE positions in Q4 2018 and 50 closed out, a net change of +15 holders.
  • The largest BCE buyer in Q4 2018 was Fidelity International, an estimated $183M added.
  • The largest BCE seller in Q4 2018 was Bank of Montreal, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2018.