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562 hedge funds and large institutions have $15B invested in BCE in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 43.28%42.51% (-0.77%)

4% less funds holding

Funds holding: 588562 (-26)

14% less call options, than puts

Call options by funds: $207M | Put options by funds: $241M

17% less capital invested

Capital invested by funds: $18.1B → $15B (-$3.16B)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

39% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 62

Holders
562
Holders Change
-26
Holders Change %
-4.42%
% of All Funds
8.92%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
38
Increased
182
Reduced
243
Closed
62
Calls
$207M
Puts
$241M
Net Calls
-$33.2M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
476
Brown Brothers Harriman & Co
New York
$28.8K -$15.1K -360 -32%
CAC
477
Core Alternative Capital
Georgia
$28.8K
JGIA
478
Jackson Grant Investment Advisers
Connecticut
$28.2K
PPWM
479
PFG Private Wealth Management
Florida
$27.6K -$56K -1,333 -65%
FWA
480
FSC Wealth Advisors
New York
$24.3K +$26.8K +637 New
JWA
481
JFS Wealth Advisors
Pennsylvania
$23.8K +$7.94K +189 +43%
VAG
482
VisionPoint Advisory Group
Texas
$23K +$11K +261 +77%
CFS
483
CGC Financial Services
Oregon
$22.9K
RWPA
484
Richard W. Paul & Associates
Michigan
$22.2K -$2.27K -54 -9%
GFPC
485
Global Financial Private Client
Florida
$21.3K
IRC
486
Investors Research Corp
Georgia
$21.1K
DJSG
487
D.J. St. Germain
Massachusetts
$21K
BAAM
488
Baker Avenue Asset Management
California
$20.7K
VNA
489
Valley National Advisers
Pennsylvania
$20K
HI
490
Harbour Investments
Wisconsin
$18.4K -$5.63K -134 -22%
AA
491
Ancora Advisors
Ohio
$18.2K
Bessemer Group
492
Bessemer Group
New Jersey
$18K -$148K -3,523 -88%
Mitsubishi UFJ Trust & Banking
493
Mitsubishi UFJ Trust & Banking
Japan
$16.8K +$8.4K +200 +83%
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$16K -$1.3K -31 -7%
PK
495
Pflug Koory
Nebraska
$15.7K
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.5K
AAP
497
Arax Advisory Partners
Colorado
$15.5K +$126 +3 +0.7%
BGC
498
Beutel, Goodman & Co
Ontario, Canada
$15K
ASBI
499
American State Bank (Iowa)
Iowa
$14.8K
FFA
500
Farther Finance Advisors
California
$14.6K +$1.51K +36 +10%

BCE Hedge Fund Activity: Q3 2023 in Review

562 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2023, worth a combined $15B — down 17% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of BCE and 38 opened new positions — a net loss of 24 holders — while 243 trimmed existing stakes and 182 added.

The largest buyer was American Century Companies, adding an estimated $120M. The largest seller was Capital Research Global Investors, cutting an estimated $421M.

  • 562 institutional investors held BCE (BCE) as of Q3 2023, down from 588 in Q2 2023.
  • Funds reported $15B of BCE stock for Q3 2023, down 17% quarter-over-quarter.
  • 38 funds opened new BCE positions in Q3 2023 and 62 closed out, a net change of -24 holders.
  • The largest BCE buyer in Q3 2023 was American Century Companies, an estimated $120M added.
  • The largest BCE seller in Q3 2023 was Capital Research Global Investors, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2023.