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557 hedge funds and large institutions have $20.1B invested in BCE in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 221 increasing their positions, 165 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

34% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 165

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 547557 (+10)

3% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$565M)

0.31% more ownership

Funds ownership: 43.57%43.88% (+0.31%)

62% less call options, than puts

Call options by funds: $230M | Put options by funds: $600M

Holders
557
Holders Change
+10
Holders Change %
+1.83%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
55
Increased
221
Reduced
165
Closed
39
Calls
$230M
Puts
$600M
Net Calls
-$370M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
451
Herold Advisors
New York
$73K +$74.6K +1,475 New
LWP
452
Lumature Wealth Partners
Georgia
$72K
CMBA
453
C.M. Bidwell & Associates
Hawaii
$67K
LTI
454
Laffer Tengler Investments
Tennessee
$65.6K +$860 +17 +1%
CLOS
455
Compagnie Lombard Odier SCmA
Switzerland
$64K
CA
456
Clearstead Advisors
Ohio
$55K -$4.96K -98 -8%
GRP
457
Global Retirement Partners
California
$55K
GLLW
458
Graves Light Lenhart Wealth
Virginia
$53K -$50.6K -1,000 -49%
JCM
459
Jacobi Capital Management
Pennsylvania
$50K
TH
460
TCTC Holdings
Texas
$47K
ECM
461
Estabrook Capital Management
New York
$45.1K
BAM
462
Barrett Asset Management
New York
$43K
IWP
463
IAG Wealth Partners
Wisconsin
$43K
NFSG
464
Newbridge Financial Services Group
Florida
$43K +$253 +5 +0.6%
AssetMark Inc
465
AssetMark Inc
California
$41K +$20.7K +410 +98%
WQ
466
Wealth Quarterback
New Jersey
$40K +$405 +8 +1%
RFA
467
Reilly Financial Advisors
California
$40K +$5.51K +109 +16%
ADL
468
Asset Dedication LLC
California
$39K
RCM
469
Ravenstone Capital Management
$38.4K +$39K +771 New
JGIA
470
Jackson Grant Investment Advisers
Connecticut
$37K
PWA
471
Phoenix Wealth Advisors
North Carolina
$35K -$2.53K -50 -7%
CCC
472
Crescent Capital Consulting
Louisiana
$35K
LC
473
Lindbrook Capital
California
$35K
MCM
474
MV Capital Management
Maryland
$35K
CFA
475
Carroll Financial Associates
North Carolina
$34K

BCE Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2021, worth a combined $20.1B — up 2.9% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BCE positions and 39 closed out — a net gain of 16 holders — while 221 added to existing stakes and 165 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $337M. The largest seller was Bank of Nova Scotia, cutting an estimated $262M.

  • 557 institutional investors held BCE (BCE) as of Q3 2021, up from 547 in Q2 2021.
  • Funds reported $20.1B of BCE stock for Q3 2021, up 2.9% quarter-over-quarter.
  • 55 funds opened new BCE positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest BCE buyer in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $337M added.
  • The largest BCE seller in Q3 2021 was Bank of Nova Scotia, an estimated $262M sold.

Based on aggregated 13F filings for Q3 2021.