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588 hedge funds and large institutions have $18.1B invested in BCE in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 212 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 45

3% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 212

2% more capital invested

Capital invested by funds: $17.8B → $18.1B (+$353M)

1% more funds holding

Funds holding: 583588 (+5)

0.03% more ownership

Funds ownership: 43.26%43.28% (+0.03%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

31% less call options, than puts

Call options by funds: $232M | Put options by funds: $334M

Holders
588
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
9.23%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
53
Increased
219
Reduced
212
Closed
45
Calls
$232M
Puts
$334M
Net Calls
-$102M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Caldwell Trust
Florida
$79.6K -$745 -16 -0.9%
KFI
477
Key Financial Inc
Pennsylvania
$78.6K -$10.5K -226 -12%
GWSG
478
GPS Wealth Strategies Group
Colorado
$73.9K
EWA
479
EverSource Wealth Advisors
Alabama
$73.7K +$74.1K +1,592 +6,368%
BF
480
BOK Financial
Oklahoma
$72.9K
APC
481
Aspire Private Capital
North Carolina
$69.5K +$9.45K +203 +15%
WB
482
Webster Bank
Connecticut
$68.4K
CA
483
Clearstead Advisors
Ohio
$60.9K +$10.6K +227 +20%
RFA
484
Resurgent Financial Advisors
Georgia
$59.4K -$15.6K -335 -20%
CLOS
485
Compagnie Lombard Odier SCmA
Switzerland
$58.4K
WWP
486
WR Wealth Planners
Missouri
$53.8K +$1.68K +36 +3%
BBHC
487
Brown Brothers Harriman & Co
New York
$50.8K +$16.3K +350 +46%
NFSG
488
Newbridge Financial Services Group
Florida
$49.5K -$8.85K -190 -15%
BTI
489
Blue Trust Inc
Georgia
$49K +$186 +4 +0.4%
BLC
490
Brown, Lisle/Cummings
Rhode Island
$45.6K
GWMI
491
Guardian Wealth Management (Illinois)
Illinois
$45.3K
JAM
492
JCIC Asset Management
Ontario, Canada
$42.9K
CB
493
Community Bank
New York
$42.9K
AF
494
Advisornet Financial
Minnesota
$40.6K -$22.6K -486 -35%
IWP
495
IAG Wealth Partners
Wisconsin
$38.4K
LC
496
Lindbrook Capital
California
$37.4K -$15.8K -340 -29%
CMP
497
Coston McIsaac & Partners
Maine
$37K
GIBU
498
Gulf International Bank (UK)
United Kingdom
$37K
SC
499
SouthState Corp
Florida
$36.9K -$56.6K -1,215 -60%
BCV
500
Banque Cantonale Vaudoise
Switzerland
$36K

BCE Hedge Fund Activity: Q2 2023 in Review

588 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q2 2023, worth a combined $18.1B — up 2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BCE positions and 45 closed out — a net gain of 8 holders — while 219 added to existing stakes and 212 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $143M. The largest seller was Royal Bank of Canada, cutting an estimated $89.4M.

  • 588 institutional investors held BCE (BCE) as of Q2 2023, up from 583 in Q1 2023.
  • Funds reported $18.1B of BCE stock for Q2 2023, up 2% quarter-over-quarter.
  • 53 funds opened new BCE positions in Q2 2023 and 45 closed out, a net change of +8 holders.
  • The largest BCE buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $143M added.
  • The largest BCE seller in Q2 2023 was Royal Bank of Canada, an estimated $89.4M sold.

Based on aggregated 13F filings for Q2 2023.