We are live on ! Find out more

557 hedge funds and large institutions have $20.1B invested in BCE in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 221 increasing their positions, 165 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

34% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 165

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 547557 (+10)

3% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$565M)

0.31% more ownership

Funds ownership: 43.57%43.88% (+0.31%)

62% less call options, than puts

Call options by funds: $230M | Put options by funds: $600M

Holders
557
Holders Change
+10
Holders Change %
+1.83%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
55
Increased
221
Reduced
165
Closed
39
Calls
$230M
Puts
$600M
Net Calls
-$370M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
501
Ranch Capital Advisors
Florida
$16K +$16.1K +319 New
AA
502
AlphaMark Advisors
Kentucky
$15K
SWA
503
SOA Wealth Advisors
New York
$15K
DWP
504
Destiny Wealth Partners
Florida
$15K +$15.4K +305 New
IF
505
Ironwood Financial
Arizona
$14K
JMF
506
Johnson Midwest Financial
Iowa
$14K +$202 +4 +1%
CAL
507
Capital Analysts LLC
Pennsylvania
$14K +$11.3K +223 +391%
FPFS
508
First Personal Financial Services
North Carolina
$13K
PWMG
509
Prestige Wealth Management Group
New Jersey
$13K
AAP
510
Arax Advisory Partners
Colorado
$13K +$152 +3 +1%
CWP
511
Concord Wealth Partners
Virginia
$12K
IBOK
512
Independence Bank of Kentucky
Kentucky
$12K
TC
513
Truvestments Capital
Florida
$11K
CFD
514
Creative Financial Designs
Indiana
$11K +$8.65K +171 +407%
ANBT
515
American National Bank & Trust
Texas
$11K +$10.9K +215 New
AW
516
Avion Wealth
Texas
$10K
CAL
517
Capital Advisors Ltd
Ohio
$10K
CHA
518
Carmichael Hill & Associates
Maryland
$10K
SWM
519
Sugarloaf Wealth Management
Georgia
$10K
FMP
520
Financial Management Professionals
Texas
$10K +$4.71K +93 +87%
EBA
521
Eagle Bay Advisors
New York
$10K +$9.61K +190 New
HFM
522
Hartford Financial Management
Connecticut
$10K +$9.61K +190 New
UFF
523
USA Financial Formulas
Michigan
$10K +$10.5K +208 New
SAM
524
Strategic Asset Management
Minnesota
$9K +$8.6K +170 New
OSNBOA
525
Old Second National Bank of Aurora
Illinois
$9K +$9.46K +187 New

BCE Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q3 2021, worth a combined $20.1B — up 2.9% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BCE positions and 39 closed out — a net gain of 16 holders — while 221 added to existing stakes and 165 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $337M. The largest seller was Bank of Nova Scotia, cutting an estimated $262M.

  • 557 institutional investors held BCE (BCE) as of Q3 2021, up from 547 in Q2 2021.
  • Funds reported $20.1B of BCE stock for Q3 2021, up 2.9% quarter-over-quarter.
  • 55 funds opened new BCE positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest BCE buyer in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $337M added.
  • The largest BCE seller in Q3 2021 was Bank of Nova Scotia, an estimated $262M sold.

Based on aggregated 13F filings for Q3 2021.