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557 hedge funds and large institutions have $20.1B invested in BCE in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 221 increasing their positions, 165 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

34% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 165

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 547557 (+10)

3% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$565M)

0.31% more ownership

Funds ownership: 43.57%43.88% (+0.31%)

62% less call options, than puts

Call options by funds: $230M | Put options by funds: $600M

Holders
557
Holders Change
+10
Holders Change %
+1.83%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
55
Increased
221
Reduced
165
Closed
39
Calls
$230M
Puts
$600M
Net Calls
-$370M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Caldwell Trust
Florida
$214K -$45.5K -900 -17%
GG
402
Gofen & Glossberg
Illinois
$210K
CCA
403
Checchi Capital Advisers
California
$209K -$41.7K -825 -16%
NCM
404
Northside Capital Management
Oregon
$209K
FAIM
405
Financial Advocates Investment Management
Washington
$208K +$210K +4,159 New
MA
406
Mutual Advisors
Nebraska
$207K -$37.1K -734 -15%
LAS
407
Lloyd Advisory Services
Georgia
$205K -$3.64K -72 -2%
GT
408
Glenmede Trust
Pennsylvania
$205K +$208K +4,116 New
CA
409
Continuum Advisory
Idaho
$204K -$10.1K -200 -5%
QI
410
Qtron Investments
Massachusetts
$202K +$204K +4,040 New
IA
411
IFP Advisors
Florida
$201K -$2.93K -58 -1%
MFG
412
MidWestOne Financial Group
Iowa
$200K +$202K +4,000 New
CF
413
Centaurus Financial
California
$198K +$200K +3,956 New
Koshinski Asset Management
414
Koshinski Asset Management
Illinois
$195K +$197K +3,900 New
Jones Financial Companies
415
Jones Financial Companies
Missouri
$193K +$155K +3,064 +386%
JWM
416
Janiczek Wealth Management
Colorado
$180K +$12.7K +251 +7%
SWM
417
Spire Wealth Management
Virginia
$179K
HI
418
Harbour Investments
Wisconsin
$176K +$30.3K +598 +20%
APA
419
American Portfolios Advisors
New York
$170K +$28.1K +556 +20%
SC
420
Sawyer & Company
Massachusetts
$170K -$99.5K -1,967 -37%
CB
421
Community Bank
New York
$170K +$10.1K +200 +6%
EVM
422
Eaton Vance Management
Massachusetts
$165K +$911 +18 +0.2%
LWM
423
Liberty Wealth Management
California
$164K +$83K +1,641 +103%
AF
424
Advisornet Financial
Minnesota
$159K +$15.3K +302 +11%
ONST
425
Old North State Trust
North Carolina
$150K

BCE Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2021, worth a combined $20.1B — up 2.9% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BCE positions and 39 closed out — a net gain of 16 holders — while 221 added to existing stakes and 165 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $337M. The largest seller was Bank of Nova Scotia, cutting an estimated $262M.

  • 557 institutional investors held BCE (BCE) as of Q3 2021, up from 547 in Q2 2021.
  • Funds reported $20.1B of BCE stock for Q3 2021, up 2.9% quarter-over-quarter.
  • 55 funds opened new BCE positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest BCE buyer in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $337M added.
  • The largest BCE seller in Q3 2021 was Bank of Nova Scotia, an estimated $262M sold.

Based on aggregated 13F filings for Q3 2021.