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548 hedge funds and large institutions have $18.9B invested in BCE in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 180 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 33

11% more funds holding

Funds holding: 493548 (+55)

3% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 185

1.03% less ownership

Funds ownership: 46.06%45.04% (-1%)

6% less capital invested

Capital invested by funds: $20.1B → $18.9B (-$1.22B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

43% less call options, than puts

Call options by funds: $176M | Put options by funds: $307M

Holders
548
Holders Change
+55
Holders Change %
+11.16%
% of All Funds
10.8%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.33%
New
100
Increased
180
Reduced
185
Closed
33
Calls
$176M
Puts
$307M
Net Calls
-$131M
Net Calls Change
+$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
476
Carroll Financial Associates
North Carolina
$40K +$8.81K +184 +26%
AP
477
Americana Partners
Texas
$40K +$41K +857 New
LC
478
Lindbrook Capital
California
$39K +$3.06K +64 +8%
AA
479
AlphaMark Advisors
Kentucky
$39K +$40.7K +850 New
BAM
480
Barrett Asset Management
New York
$39K +$40.7K +850 New
VNA
481
Valley National Advisers
Pennsylvania
$37K -$4.26K -89 -10%
OPS
482
Orion Portfolio Solutions
Nebraska
$35K +$36K +751 New
CHC
483
City Holding Co
West Virginia
$34K
PO
484
Private Ocean
California
$34K
BL
485
Balentine LLC
Georgia
$32K
DSC
486
Duncker Streett & Co
Missouri
$32K +$33.5K +700 New
GRP
487
Global Retirement Partners
California
$30K -$1.25K -26 -4%
MAM
488
Meeder Asset Management
Ohio
$29K
RWA
489
Ropes Wealth Advisors
Massachusetts
$29K
TF
490
Tompkins Financial
New York
$28K
VLKIM
491
Van Lanschot Kempen Investment Management
Netherlands
$27K -$9.77K -204 -37%
IRC
492
Investors Research Corp
Georgia
$26K
JSC
493
Jackson Square Capital
California
$25K +$25.6K +535 New
ACA
494
Atlas Capital Advisors
Wyoming
$24.7K +$25.5K +532 New
FMTCOCP
495
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
KPW
496
Kore Private Wealth
New York
$24K +$24.9K +519 New
LFASL
497
Lugano Financial Advisors SA (LFA)
Switzerland
$24K +$24.9K +520 New
NFG
498
Next Financial Group
Texas
$20K -$4.93K -103 -20%
AA
499
Argent Advisors
Louisiana
$20K +$20.8K +435 New
RMAM
500
Raab & Moskowitz Asset Management
New Jersey
$20K +$21.3K +445 New

BCE Hedge Fund Activity: Q4 2019 in Review

548 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q4 2019, worth a combined $18.9B — down 6% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new BCE positions and 33 closed out — a net gain of 67 holders — while 180 added to existing stakes and 185 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $143M.

  • 548 institutional investors held BCE (BCE) as of Q4 2019, up from 493 in Q3 2019.
  • Funds reported $18.9B of BCE stock for Q4 2019, down 6% quarter-over-quarter.
  • 100 funds opened new BCE positions in Q4 2019 and 33 closed out, a net change of +67 holders.
  • The largest BCE buyer in Q4 2019 was Bank of Nova Scotia, an estimated $112M added.
  • The largest BCE seller in Q4 2019 was Citadel Advisors, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2019.