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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
SIS
501
Sound Income Strategies
Florida
$14.1K
CIA
502
Cape Investment Advisory
Georgia
$13.7K +$15K +358 New
ME
503
McIlrath & Eck
Washington
$13.5K
DSC
504
Duncker Streett & Co
Missouri
$13.4K
VCM
505
Versant Capital Management
Arizona
$12.9K
JMF
506
Johnson Midwest Financial
Iowa
$12.1K +$252 +6 +2%
SWA
507
SOA Wealth Advisors
New York
$12.1K
MHR
508
Matthew Hamilton Rosenberg
$11.5K -$4.16K -99 -25%
FRA
509
Front Row Advisors
California
$11.3K +$1.39K +33 +13%
CFD
510
Creative Financial Designs
Indiana
$10.9K +$126 +3 +1%
GWS
511
Glassman Wealth Services
Virginia
$10.7K -$3.15K -75 -21%
WAM
512
WFA Asset Management
Wisconsin
$10.6K
AAF
513
Andra AP-fonden
Sweden
$10.4K -$1.09M -25,900 -99%
PWMG
514
Prestige Wealth Management Group
New Jersey
$10.1K +$84 +2 +0.8%
ADL
515
Asset Dedication LLC
California
$10K
SFG
516
Steward Financial Group
Texas
$10K
TSWM
517
Tyler-Stone Wealth Management
Ohio
$10K
MCM
518
Manchester Capital Management
Vermont
$9.63K -$12.7K -303 -55%
FPFS
519
First Personal Financial Services
North Carolina
$9.55K
CWP
520
Concord Wealth Partners
Virginia
$8.78K
GJIA
521
Glass Jacobson Investment Advisors
Maryland
$8.6K
CWM
522
Compass Wealth Management
Connecticut
$8.28K +$714 +17 +9%
CAL
523
Capital Advisors Ltd
Ohio
$8K
HCP
524
Hexagon Capital Partners
Arkansas
$7.95K -$15.6K -371 -64%
HCM
525
Hollencrest Capital Management
California
$7.83K

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.