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573 hedge funds and large institutions have $15.7B invested in BCE in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 263 increasing their positions, 161 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 161

0.82% less ownership

Funds ownership: 44.61%43.79% (-0.82%)

5% less funds holding

Funds holding: 600573 (-27)

15% less capital invested

Capital invested by funds: $18.4B → $15.7B (-$2.7B)

27% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 63

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

58% less call options, than puts

Call options by funds: $221M | Put options by funds: $527M

Holders
573
Holders Change
-27
Holders Change %
-4.5%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
46
Increased
263
Reduced
161
Closed
63
Calls
$221M
Puts
$527M
Net Calls
-$306M
Net Calls Change
+$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
451
CVA Family Office
Colorado
$98K
SSG
452
Summit Securities Group
New York
$92K
UB
453
UMB Bank
Missouri
$90K -$10.6K -219 -9%
IBOK
454
Independence Bank of Kentucky
Kentucky
$87K
SC
455
SouthState Corp
Florida
$85K -$14.6K -300 -13%
FHA
456
First Horizon Advisors
Tennessee
$85K
BFEC
457
Benjamin F. Edwards & Company
Missouri
$85K +$13.6K +279 +16%
MWC
458
MBM Wealth Consultants
Missouri
$85K +$90.9K +1,870 +3,740%
PPWM
459
PFG Private Wealth Management
Florida
$84K
First Manhattan
460
First Manhattan
New York
$83K
HPC
461
HM Payson & Co
Maine
$82K
KFI
462
Key Financial Inc
Pennsylvania
$82K
GRP
463
Global Retirement Partners
California
$78K -$12.3K -254 -13%
BLC
464
Brown, Lisle/Cummings
Rhode Island
$75.5K
NIM
465
NuWave Investment Management
New Jersey
$70K -$39.6K -815 -33%
AF
466
Advisornet Financial
Minnesota
$63K -$70.2K -1,445 -49%
WB
467
Webster Bank
Connecticut
$63K
LS
468
Leelyn Smith
Illinois
$60K -$5.34K -110 -7%
BTI
469
Blue Trust Inc
Georgia
$56K +$10.9K +225 +25%
LTI
470
Laffer Tengler Investments
Tennessee
$55.8K
GWMI
471
Guardian Wealth Management (Illinois)
Illinois
$55K -$194 -4 -0.3%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$54K
APC
473
Aspire Private Capital
North Carolina
$50K -$5K -103 -8%
LC
474
Lindbrook Capital
California
$48K +$17.4K +359 +46%
WFA
475
Wipfli Financial Advisors
Wisconsin
$48K +$54.6K +1,124 New

BCE Hedge Fund Activity: Q3 2022 in Review

573 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2022, worth a combined $15.7B — down 15% from $18.4B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BCE and 46 opened new positions — a net loss of 17 holders — while 161 trimmed existing stakes and 263 added.

The largest buyer was Capital World Investors, adding an estimated $210M. The largest seller was Bank of Montreal, cutting an estimated $281M.

  • 573 institutional investors held BCE (BCE) as of Q3 2022, down from 600 in Q2 2022.
  • Funds reported $15.7B of BCE stock for Q3 2022, down 15% quarter-over-quarter.
  • 46 funds opened new BCE positions in Q3 2022 and 63 closed out, a net change of -17 holders.
  • The largest BCE buyer in Q3 2022 was Capital World Investors, an estimated $210M added.
  • The largest BCE seller in Q3 2022 was Bank of Montreal, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2022.