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562 hedge funds and large institutions have $15B invested in BCE in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 43.28%42.51% (-0.77%)

4% less funds holding

Funds holding: 588562 (-26)

14% less call options, than puts

Call options by funds: $207M | Put options by funds: $241M

17% less capital invested

Capital invested by funds: $18.1B → $15B (-$3.16B)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

39% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 62

Holders
562
Holders Change
-26
Holders Change %
-4.42%
% of All Funds
8.92%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
38
Increased
182
Reduced
243
Closed
62
Calls
$207M
Puts
$241M
Net Calls
-$33.2M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
426
Benjamin Edwards Inc
Missouri
$151K -$5K -119 -3%
HIA
427
Harbor Investment Advisory
Maryland
$140K -$35K -833 -18%
RhumbLine Advisers
428
RhumbLine Advisers
Massachusetts
$139K +$210 +5 +0.1%
BWL
429
Bogart Wealth LLC
Virginia
$127K -$3.95K -94 -3%
AF
430
Allworth Financial
California
$118K +$6.8K +162 +6%
DGAM
431
Desjardins Global Asset Management
Quebec, Canada
$118K -$3.11K -74 -2%
SWM
432
Spire Wealth Management
Virginia
$117K
HDIM
433
Hanson & Doremus Investment Management
Vermont
$114K -$19.3K -459 -13%
SAM
434
Shell Asset Management
Netherlands
$112K
JWM
435
Janiczek Wealth Management
Colorado
$107K -$39.6K -942 -25%
CTC
436
Central Trust Company
Missouri
$104K
WT
437
Whittier Trust
California
$104K +$1.55K +37 +1%
Jones Financial Companies
438
Jones Financial Companies
Missouri
$101K -$70.6K -1,680 -39%
TCOV
439
Trust Company of Vermont
Vermont
$101K -$37.8K -900 -25%
GRP
440
Global Retirement Partners
California
$98.1K +$4.87K +116 +5%
RTC
441
Riverview Trust Company
Washington
$96.2K
TAM
442
Tucker Asset Management
Colorado
$92.2K +$26.7K +635 +36%
AWM
443
Avior Wealth Management
Nebraska
$91K -$9.24K -220 -8%
PTC
444
Private Trust Company
Ohio
$88.8K
CA
445
Clearstead Advisors
Ohio
$84.6K +$37K +881 +66%
FHA
446
First Horizon Advisors
Tennessee
$84.1K -$4.16K -99 -4%
QCG
447
Quadrant Capital Group
Ohio
$83.5K +$7.22K +172 +9%
IBOK
448
Independence Bank of Kentucky
Kentucky
$79.6K
RMC
449
Resources Management Corp
Connecticut
$75K -$59.4K -1,415 -42%
UB
450
UMB Bank
Missouri
$67.4K

BCE Hedge Fund Activity: Q3 2023 in Review

562 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2023, worth a combined $15B — down 17% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of BCE and 38 opened new positions — a net loss of 24 holders — while 243 trimmed existing stakes and 182 added.

The largest buyer was American Century Companies, adding an estimated $120M. The largest seller was Capital Research Global Investors, cutting an estimated $421M.

  • 562 institutional investors held BCE (BCE) as of Q3 2023, down from 588 in Q2 2023.
  • Funds reported $15B of BCE stock for Q3 2023, down 17% quarter-over-quarter.
  • 38 funds opened new BCE positions in Q3 2023 and 62 closed out, a net change of -24 holders.
  • The largest BCE buyer in Q3 2023 was American Century Companies, an estimated $120M added.
  • The largest BCE seller in Q3 2023 was Capital Research Global Investors, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2023.