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524 hedge funds and large institutions have $17.8B invested in BCE in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 167 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $15.6B → $17.8B (+$2.13B)

6% more funds holding

Funds holding: 493524 (+31)

0.12% more ownership

Funds ownership: 44.26%44.38% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

11% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 188

21% less call options, than puts

Call options by funds: $209M | Put options by funds: $263M

Holders
524
Holders Change
+31
Holders Change %
+6.29%
% of All Funds
11.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
74
Increased
167
Reduced
188
Closed
39
Calls
$209M
Puts
$263M
Net Calls
-$54.5M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
501
Clarus Wealth Advisors
Arizona
$5K -$2.59K -60 -34%
WCG
502
Weaver Consulting Group
California
$5K +$4.31K +100 New
BWM
503
BerganKDV Wealth Management
Minnesota
$4K
FRA
504
Front Row Advisors
California
$4K
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$3.55K -$12.3K -285 -78%
FPS
506
Fieldpoint Private Securities
Connecticut
$3K
LWA
507
Lenox Wealth Advisors
New York
$3K
POIA
508
Pin Oak Investment Advisors
Texas
$3K
WCM
509
WealthBridge Capital Management
Ohio
$3K
CFA
510
Camarda Financial Advisors
Florida
$3K +$129 +3 +4%
WAS
511
Winch Advisory Services
Wisconsin
$3K +$3.15K +73 New
UBS AM
512
UBS AM
Illinois
$2.8K +$2.72K +63 New
LPWM
513
Lake Point Wealth Management
Texas
$2K -$565K -13,094 -100%
CAGAS
514
Capital Advisory Group Advisory Services
Minnesota
$2K
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
BAM
516
Barrett Asset Management
New York
$2K +$1.55K +36 New
LHC
517
Little House Capital
Massachusetts
$2K +$2.16K +50 New
FGAM
518
Financial Gravity Asset Management
Texas
$2K +$2.37K +55 New
PCP
519
Proficio Capital Partners
Massachusetts
$1K -$41.8K -969 -98%
EARNEST Partners
520
EARNEST Partners
Georgia
$1K
SIS
521
Sound Income Strategies
Florida
$1K
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.38K +32 New
GT
523
Glenmede Trust
Pennsylvania
$508 +$13.6K +315 +3%
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
-$13.9M -350,795 Closed
Korea Investment Corp
525
Korea Investment Corp
South Korea
-$4.52M -104,823 Closed

BCE Hedge Fund Activity: Q1 2019 in Review

524 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2019, worth a combined $17.8B — up 14% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BCE positions and 39 closed out — a net gain of 35 holders — while 167 added to existing stakes and 188 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $93.7M. The largest seller was Toronto Dominion Bank, cutting an estimated $102M.

  • 524 institutional investors held BCE (BCE) as of Q1 2019, up from 493 in Q4 2018.
  • Funds reported $17.8B of BCE stock for Q1 2019, up 14% quarter-over-quarter.
  • 74 funds opened new BCE positions in Q1 2019 and 39 closed out, a net change of +35 holders.
  • The largest BCE buyer in Q1 2019 was Citadel Advisors, an estimated $93.7M added.
  • The largest BCE seller in Q1 2019 was Toronto Dominion Bank, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2019.