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492 hedge funds and large institutions have $17.3B invested in BCE in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 156 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 46.86%46.16% (-0.69%)

2% less capital invested

Capital invested by funds: $17.7B → $17.3B (-$353M)

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

2% less funds holding

Funds holding: 501492 (-9)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

29% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 220

37% less call options, than puts

Call options by funds: $216M | Put options by funds: $346M

Holders
492
Holders Change
-9
Holders Change %
-1.8%
% of All Funds
9.93%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.28%
New
42
Increased
156
Reduced
220
Closed
46
Calls
$216M
Puts
$346M
Net Calls
-$130M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
426
RPG Investment Advisory
California
$25K
TF
427
Tompkins Financial
New York
$25K
JWM
428
Janiczek Wealth Management
Colorado
$25K +$25.2K +596 New
M
429
Mirova
France
$24K +$24.2K +573 New
IRC
430
Investors Research Corp
Georgia
$23K
SWM
431
Sugarloaf Wealth Management
Georgia
$23K +$169 +4 +0.7%
NFG
432
Next Financial Group
Texas
$23K +$23.2K +548 New
TCOV
433
Trust Company of Vermont
Vermont
$22K -$42.3K -1,000 -65%
BGC
434
Beutel, Goodman & Co
Ontario, Canada
$22K -$85 -2 -0.4%
LFASL
435
Lugano Financial Advisors SA (LFA)
Switzerland
$22K
FHC
436
First Horizon Corporation
Tennessee
$22K +$22.6K +534 New
WEC
437
Winslow Evans & Crocker
Massachusetts
$18K +$2.58K +61 +16%
PFO
438
Pathstone Family Office
New Jersey
$18K +$18.8K +445 New
FMTCOCP
439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
OIA
440
Optimum Investment Advisors
Illinois
$17K
SIS
441
Sound Income Strategies
Florida
$17K
AA
442
Ancora Advisors
Ohio
$17K +$9.05K +214 +107%
AWA
443
Arkadios Wealth Advisors
Georgia
$16.6K -$48.7K -1,152 -75%
DI
444
Disciplined Investments
Oklahoma
$15K
EW
445
Evoke Wealth
California
$14K
VNA
446
Valley National Advisers
Pennsylvania
$14K
ONST
447
Old North State Trust
North Carolina
$14K +$14.5K +343 New
AA
448
AlphaMark Advisors
Kentucky
$12K -$21.1K -500 -63%
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
ADL
450
Asset Dedication LLC
California
$10K

BCE Hedge Fund Activity: Q3 2020 in Review

492 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2020, worth a combined $17.3B — down 2% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BCE and 42 opened new positions — a net loss of 4 holders — while 220 trimmed existing stakes and 156 added.

The largest buyer was Franklin Resources, adding an estimated $109M. The largest seller was Ameriprise, cutting an estimated $134M.

  • 492 institutional investors held BCE (BCE) as of Q3 2020, down from 501 in Q2 2020.
  • Funds reported $17.3B of BCE stock for Q3 2020, down 2% quarter-over-quarter.
  • 42 funds opened new BCE positions in Q3 2020 and 46 closed out, a net change of -4 holders.
  • The largest BCE buyer in Q3 2020 was Franklin Resources, an estimated $109M added.
  • The largest BCE seller in Q3 2020 was Ameriprise, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.