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573 hedge funds and large institutions have $15.7B invested in BCE in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 263 increasing their positions, 161 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 161

0.82% less ownership

Funds ownership: 44.61%43.79% (-0.82%)

5% less funds holding

Funds holding: 600573 (-27)

15% less capital invested

Capital invested by funds: $18.4B → $15.7B (-$2.7B)

27% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 63

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

58% less call options, than puts

Call options by funds: $221M | Put options by funds: $527M

Holders
573
Holders Change
-27
Holders Change %
-4.5%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
46
Increased
263
Reduced
161
Closed
63
Calls
$221M
Puts
$527M
Net Calls
-$306M
Net Calls Change
+$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Continuum Advisory
Idaho
$260K -$33.1K -682 -10%
RWM
402
Ritholtz Wealth Management
New York
$259K +$300K +6,172 New
SC
403
Saturna Capital
Washington
$258K
RMC
404
Resources Management Corp
Connecticut
$257K -$7.29K -150 -2%
CWP
405
Curated Wealth Partners
California
$254K -$49.3K -1,015 -14%
MFS
406
Mirabella Financial Services
United Kingdom
$254K +$288K +5,923 New
RIG
407
Roosevelt Investment Group
New York
$252K +$34.7K +714 +14%
Lazard Asset Management
408
Lazard Asset Management
New York
$251K -$54.4K -1,120 -16%
HNWAG
409
High Net Worth Advisory Group
Florida
$251K
EA
410
Eudaimonia Advisors
Tennessee
$250K
Ensign Peak Advisors
411
Ensign Peak Advisors
Utah
$240K -$442K -9,100 -63%
IWA
412
Icon Wealth Advisors
Texas
$239K +$277K +5,705 New
PFBT
413
Parkside Financial Bank & Trust
Missouri
$238K +$7.14K +147 +3%
HSA
414
HBK Sorce Advisory
Pennsylvania
$235K +$65.9K +1,356 +32%
Koshinski Asset Management
415
Koshinski Asset Management
Illinois
$234K
AG
416
Advocate Group
Minnesota
$234K +$271K +5,580 New
Jones Financial Companies
417
Jones Financial Companies
Missouri
$228K -$25.3K -520 -9%
SMC
418
Smith, Moore & Co
Missouri
$225K -$43.7K -900 -14%
IWM
419
IHT Wealth Management
Illinois
$224K +$259K +5,337 New
IC
420
Inscription Capital
Texas
$222K
GC
421
Guggenheim Capital
Illinois
$219K +$253K +5,203 New
RFC
422
Regions Financial Corp
Alabama
$218K -$22.8K -470 -8%
BCM
423
Bayesian Capital Management
New York
$214K +$248K +5,100 New
Group One Trading
424
Group One Trading
Illinois
$212K +$245K +5,051 New
LFA
425
Legacy Financial Advisors
Kentucky
$209K +$10.7K +221 +5%

BCE Hedge Fund Activity: Q3 2022 in Review

573 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2022, worth a combined $15.7B — down 15% from $18.4B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BCE and 46 opened new positions — a net loss of 17 holders — while 161 trimmed existing stakes and 263 added.

The largest buyer was Capital World Investors, adding an estimated $210M. The largest seller was Bank of Montreal, cutting an estimated $281M.

  • 573 institutional investors held BCE (BCE) as of Q3 2022, down from 600 in Q2 2022.
  • Funds reported $15.7B of BCE stock for Q3 2022, down 15% quarter-over-quarter.
  • 46 funds opened new BCE positions in Q3 2022 and 63 closed out, a net change of -17 holders.
  • The largest BCE buyer in Q3 2022 was Capital World Investors, an estimated $210M added.
  • The largest BCE seller in Q3 2022 was Bank of Montreal, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.