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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
Simplex Trading
476
Simplex Trading
Illinois
$24K -$46.4K -1,052 -66%
ONST
477
Old North State Trust
North Carolina
$24K
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$22K +$21.1K +479 New
MWC
479
MBM Wealth Consultants
Missouri
$22K +$21.2K +480 New
PCG
480
Private Capital Group
Connecticut
$20K -$23.3K -528 -54%
AA
481
Ancora Advisors
Ohio
$19K
VFA
482
Valeo Financial Advisors
Indiana
$19K +$8.56K +194 +88%
PK
483
Pflug Koory
Nebraska
$19K +$18.1K +410 New
SIS
484
Sound Income Strategies
Florida
$18.2K
FMTCOCP
485
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
RIA
486
RPG Investment Advisory
California
$18K
CAC
487
Certified Advisory Corp
Florida
$18K +$17.2K +390 New
TCOV
488
Trust Company of Vermont
Vermont
$17K -$2.51K -57 -13%
AWA
489
Arkadios Wealth Advisors
Georgia
$16K -$573 -13 -3%
SWA
490
SOA Wealth Advisors
New York
$16K
VNA
491
Valley National Advisers
Pennsylvania
$15K
AA
492
AlphaMark Advisors
Kentucky
$14K
EFSCE
493
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
PFGIA
494
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$4.41K +100 +56%
BWA
495
BDO Wealth Advisors
Florida
$13K +$12.9K +293 New
JMF
496
Johnson Midwest Financial
Iowa
$12K
H
497
Hexavest
Quebec, Canada
$11K
PWMG
498
Prestige Wealth Management Group
New Jersey
$11K
SL
499
Savior LLC
Massachusetts
$11K
FPFS
500
First Personal Financial Services
North Carolina
$11K +$11K +250 New

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.