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583 hedge funds and large institutions have $17.8B invested in BCE in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 246 increasing their positions, 170 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 170

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$304M)

0.08% less ownership

Funds ownership: 43.34%43.26% (-0.08%)

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 597583 (-14)

26% less call options, than puts

Call options by funds: $247M | Put options by funds: $336M

Holders
583
Holders Change
-14
Holders Change %
-2.35%
% of All Funds
9.29%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
47
Increased
246
Reduced
170
Closed
49
Calls
$247M
Puts
$336M
Net Calls
-$88.6M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
426
IHT Wealth Management
Illinois
$220K +$222K +4,917 New
FFA
427
First Foundation Advisors
California
$220K -$9.31K -206 -4%
BPA
428
Beacon Pointe Advisors
California
$219K -$7.54K -167 -3%
American Century Companies
429
American Century Companies
Missouri
$219K +$4.7K +104 +2%
SIC
430
Sterling Investment Counsel
New York
$219K +$2.48K +55 +1%
TA
431
Townsend & Associates
Colorado
$216K +$203K +4,500 New
PIA
432
Pinion Investment Advisors
Kansas
$215K -$38.2K -845 -15%
FIA
433
Foundations Investment Advisors
Arizona
$215K +$8.36K +185 +4%
HNWAG
434
High Net Worth Advisory Group
Florida
$211K
GT
435
Glenmede Trust
Pennsylvania
$208K +$209K +4,635 New
BC
436
Burney Company
Virginia
$206K -$5.6K -124 -3%
FTDI
437
First Trust Direct Indexing
Massachusetts
$205K +$207K +4,574 New
PCP
438
Proficio Capital Partners
Massachusetts
$205K -$7.54K -167 -4%
JWM
439
Jeppson Wealth Management
California
$204K
CSC
440
Caldwell Sutter Capital
California
$202K +$204K +4,514 New
HIA
441
Harbor Investment Advisory
Maryland
$202K
SPIA
442
Steward Partners Investment Advisory
New York
$201K -$73K -1,616 -27%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$194K +$26.2K +581 +15%
GWM
444
Geneos Wealth Management
Colorado
$185K -$311K -6,888 -63%
BEI
445
Benjamin Edwards Inc
Missouri
$184K +$8.85K +196 +5%
JWM
446
Janiczek Wealth Management
Colorado
$176K +$4.16K +92 +3%
BWL
447
Bogart Wealth LLC
Virginia
$171K -$3.25K -72 -2%
TCOV
448
Trust Company of Vermont
Vermont
$171K +$128K +2,835 +291%
HDIM
449
Hanson & Doremus Investment Management
Vermont
$155K -$8.27K -183 -5%
CT
450
Colonial Trust
South Carolina
$155K -$15.9K -353 -9%

BCE Hedge Fund Activity: Q1 2023 in Review

583 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2023, worth a combined $17.8B — up 1.7% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of BCE and 47 opened new positions — a net loss of 2 holders — while 170 trimmed existing stakes and 246 added.

The largest buyer was Federated Hermes, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $219M.

  • 583 institutional investors held BCE (BCE) as of Q1 2023, down from 597 in Q4 2022.
  • Funds reported $17.8B of BCE stock for Q1 2023, up 1.7% quarter-over-quarter.
  • 47 funds opened new BCE positions in Q1 2023 and 49 closed out, a net change of -2 holders.
  • The largest BCE buyer in Q1 2023 was Federated Hermes, an estimated $136M added.
  • The largest BCE seller in Q1 2023 was Goldman Sachs, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.