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534 hedge funds and large institutions have $18.4B invested in BCE in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 193 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

4% more funds holding

Funds holding: 513534 (+21)

7% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 181

3% more capital invested

Capital invested by funds: $17.9B → $18.4B (+$506M)

1.24% less ownership

Funds ownership: 45.87%44.63% (-1.2%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

37% less call options, than puts

Call options by funds: $201M | Put options by funds: $320M

Holders
534
Holders Change
+21
Holders Change %
+4.09%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
70
Increased
193
Reduced
181
Closed
44
Calls
$201M
Puts
$320M
Net Calls
-$119M
Net Calls Change
-$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
451
San Francisco Sentry Investment Group
California
$41K +$39.7K +900 New
ECM
452
Estabrook Capital Management
New York
$40.6K
IWP
453
IAG Wealth Partners
Wisconsin
$39K
NFSG
454
Newbridge Financial Services Group
Florida
$39K +$9.31K +211 +33%
BAM
455
Barrett Asset Management
New York
$38K
HFS
456
HBC Financial Services
Washington
$37.1K +$35.3K +800 New
RFA
457
Reilly Financial Advisors
California
$37K +$6.04K +137 +20%
AssetMark Inc
458
AssetMark Inc
California
$36K -$5.25M -119,049 -99%
NFG
459
Next Financial Group
Texas
$36K +$265 +6 +0.8%
PWA
460
Phoenix Wealth Advisors
North Carolina
$34K
ADL
461
Asset Dedication LLC
California
$34K +$21.8K +494 +194%
PO
462
Private Ocean
California
$33K
JGIA
463
Jackson Grant Investment Advisers
Connecticut
$33K +$32.6K +740 New
LC
464
Lindbrook Capital
California
$32K -$970 -22 -3%
DSC
465
Duncker Streett & Co
Missouri
$32K
ETC
466
Exchange Traded Concepts
Oklahoma
$32K +$31.6K +716 New
CFA
467
Carroll Financial Associates
North Carolina
$31K
MAM
468
Meeder Asset Management
Ohio
$31K
LFG
469
Larson Financial Group
Missouri
$31K +$29.8K +675 +67,500%
RWB
470
RMR Wealth Builders
New Jersey
$31K +$30.2K +684 New
CHC
471
City Holding Co
West Virginia
$30K
RTC
472
Riverview Trust Company
Washington
$30K
HWMA
473
Heritage Wealth Management (Arizona)
Arizona
$30K +$29.1K +660 New
TF
474
Tompkins Financial
New York
$27K -$3.93K -89 -13%
IRC
475
Investors Research Corp
Georgia
$25K

BCE Hedge Fund Activity: Q1 2021 in Review

534 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2021, worth a combined $18.4B — up 2.8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BCE positions and 44 closed out — a net gain of 26 holders — while 193 added to existing stakes and 181 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $201M. The largest seller was Canada Life, cutting an estimated $250M.

  • 534 institutional investors held BCE (BCE) as of Q1 2021, up from 513 in Q4 2020.
  • Funds reported $18.4B of BCE stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 70 funds opened new BCE positions in Q1 2021 and 44 closed out, a net change of +26 holders.
  • The largest BCE buyer in Q1 2021 was Mackenzie Financial, an estimated $201M added.
  • The largest BCE seller in Q1 2021 was Canada Life, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2021.