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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
SWM
451
Spire Wealth Management
Virginia
$146K +$20.6K +455 +16%
WT
452
Whittier Trust
California
$135K
AF
453
Allworth Financial
California
$132K +$2.89K +64 +2%
LTI
454
Laffer Tengler Investments
Tennessee
$125K +$21.6K +478 +21%
CTC
455
Central Trust Company
Missouri
$123K
GRP
456
Global Retirement Partners
California
$120K +$30.7K +680 +37%
PTC
457
Private Trust Company
Ohio
$117K +$361 +8 +0.3%
AWM
458
Avior Wealth Management
Nebraska
$117K +$9.94K +220 +9%
SC
459
Sawyer & Company
Massachusetts
$116K
Bessemer Group
460
Bessemer Group
New Jersey
$114K
RTC
461
Riverview Trust Company
Washington
$113K
CFO
462
CVA Family Office
Colorado
$105K
Pacer Advisors
463
Pacer Advisors
Pennsylvania
$104K +$3.39K +75 +3%
FHA
464
First Horizon Advisors
Tennessee
$98.7K
IBOK
465
Independence Bank of Kentucky
Kentucky
$93.4K
UB
466
UMB Bank
Missouri
$91.7K -$3.84K -85 -4%
QCG
467
Quadrant Capital Group
Ohio
$90.9K -$20.6K -457 -18%
SC
468
SouthState Corp
Florida
$90.7K
First Manhattan
469
First Manhattan
New York
$89.6K -$4.47K -99 -5%
KFI
470
Key Financial Inc
Pennsylvania
$87.4K
AAS
471
Ameritas Advisory Services
Nebraska
$84.5K +$84.3K +1,866 New
PPWM
472
PFG Private Wealth Management
Florida
$83.1K +$9.35K +207 +13%
HPC
473
HM Payson & Co
Maine
$81.3K
CT
474
Caldwell Trust
Florida
$78.9K -$27.4K -606 -26%
RFA
475
Resurgent Financial Advisors
Georgia
$73.4K -$138K -3,062 -65%

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.