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539 hedge funds and large institutions have $12.2B invested in BCE in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 56

0% more funds holding

Funds holding: 537539 (+2)

3.3% less ownership

Funds ownership: 42.09%38.79% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $15.3B → $12.2B (-$3.09B)

31% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 233

54% less call options, than puts

Call options by funds: $182M | Put options by funds: $397M

Holders
539
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
7.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
62
Increased
161
Reduced
233
Closed
56
Calls
$182M
Puts
$397M
Net Calls
-$215M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
Janiczek Wealth Management
Colorado
$115K -$6.24K -164 -5%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$105K -$95.3K -2,505 -45%
IA
403
IFP Advisors
Florida
$102K -$19.3K -507 -14%
SWM
404
Spire Wealth Management
Virginia
$101K -$3.62K -95 -3%
AWM
405
Avior Wealth Management
Nebraska
$101K +$22.1K +581 +24%
BWL
406
Bogart Wealth LLC
Virginia
$99.6K -$9.17K -241 -8%
Pacer Advisors
407
Pacer Advisors
Pennsylvania
$93.2K -$3.81K -100 -4%
FHA
408
First Horizon Advisors
Tennessee
$87.7K +$7.54K +198 +8%
NA
409
NewEdge Advisors
Louisiana
$85.5K -$5.14K -135 -5%
RTC
410
Riverview Trust Company
Washington
$85.4K +$95.6K +2,512 New
CFO
411
CVA Family Office
Colorado
$83.4K -$8.11K -213 -8%
PTC
412
Private Trust Company
Ohio
$82.4K +$29.9K +785 +48%
SAM
413
Shell Asset Management
Netherlands
$82K -$15.2K -400 -14%
CTC
414
Central Trust Company
Missouri
$81.4K
PCM
415
PenderFund Capital Management
British Columbia, Canada
$81.3K +$66.9K +1,758 New
GWM
416
Geneos Wealth Management
Colorado
$78.6K +$4.72K +124 +6%
WT
417
Whittier Trust
California
$78.1K -$3.46K -91 -4%
GRP
418
Global Retirement Partners
California
$73K -$5.44K -143 -6%
IBOK
419
Independence Bank of Kentucky
Kentucky
$70.8K
CT
420
Caldwell Trust
Florida
$60.8K +$9.17K +241 +16%
KFI
421
Key Financial Inc
Pennsylvania
$58.7K
HNB
422
Hilltop National Bank
Wyoming
$51.1K +$57.3K +1,505 New
WB
423
Webster Bank
Connecticut
$51K
LTI
424
Laffer Tengler Investments
Tennessee
$49.4K +$114 +3 +0.2%
APC
425
Aspire Private Capital
North Carolina
$48.4K +$381 +10 +0.7%

BCE Hedge Fund Activity: Q1 2024 in Review

539 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2024, worth a combined $12.2B — down 20% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BCE positions and 56 closed out — a net gain of 6 holders — while 161 added to existing stakes and 233 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $169M. The largest seller was Deutsche Bank, cutting an estimated $276M.

  • 539 institutional investors held BCE (BCE) as of Q1 2024, up from 537 in Q4 2023.
  • Funds reported $12.2B of BCE stock for Q1 2024, down 20% quarter-over-quarter.
  • 62 funds opened new BCE positions in Q1 2024 and 56 closed out, a net change of +6 holders.
  • The largest BCE buyer in Q1 2024 was Goldman Sachs, an estimated $169M added.
  • The largest BCE seller in Q1 2024 was Deutsche Bank, an estimated $276M sold.

Based on aggregated 13F filings for Q1 2024.