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539 hedge funds and large institutions have $12.2B invested in BCE in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 56

0% more funds holding

Funds holding: 537539 (+2)

3.3% less ownership

Funds ownership: 42.09%38.79% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $15.3B → $12.2B (-$3.09B)

31% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 233

54% less call options, than puts

Call options by funds: $182M | Put options by funds: $397M

Holders
539
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
7.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
62
Increased
161
Reduced
233
Closed
56
Calls
$182M
Puts
$397M
Net Calls
-$215M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
501
Private Ocean
California
$6.08K +$6.81K +179 New
POIA
502
Pin Oak Investment Advisors
Texas
$6K +$6.47K +170 New
GI
503
Gradient Investments
Minnesota
$5.77K -$425K -11,169 -99%
CP
504
Castleview Partners
Texas
$5.74K
MA
505
Montag & Associates
Georgia
$5.52K
DSC
506
Duncker Streett & Co
Missouri
$5.1K
CSB
507
City State Bank
Iowa
$5K
IPW
508
Impact Partnership Wealth
Georgia
$4.42K
BGAI
509
Bruce G. Allen Investments
Colorado
$4.25K -$10.3K -271 -68%
SL
510
Salomon & Ludwin
Virginia
$3.84K
PIS
511
POM Investment Strategies
North Carolina
$3.4K
BCMLT
512
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.02K -$9.51K -250 -74%
VNA
513
Valley National Advisers
Pennsylvania
$3K -$15.6K -410 -80%
QC
514
Quent Capital
New York
$2.79K
ACA
515
American Capital Advisory
Idaho
$2.78K -$5.25K -138 -69%
NRG
516
Nemes Rush Group
Michigan
$2.69K
FGAM
517
Financial Gravity Asset Management
Texas
$2.65K +$2.97K +78 New
PPWM
518
PFG Private Wealth Management
Florida
$2.48K
BIA
519
Bell Investment Advisors
California
$2.38K -$2.17K -57 -45%
QCG
520
Quadrant Capital Group
Ohio
$2.14K -$11.2K -295 -82%
PCM
521
Penserra Capital Management
California
$2K
WPWM
522
Western Pacific Wealth Management
Illinois
$1.97K
SWM
523
Sugarloaf Wealth Management
Georgia
$1.94K
CHC
524
City Holding Co
West Virginia
$1.94K
TIM
525
Tortoise Investment Management
New York
$1.7K

BCE Hedge Fund Activity: Q1 2024 in Review

539 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2024, worth a combined $12.2B — down 20% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BCE positions and 56 closed out — a net gain of 6 holders — while 161 added to existing stakes and 233 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $169M. The largest seller was Deutsche Bank, cutting an estimated $276M.

  • 539 institutional investors held BCE (BCE) as of Q1 2024, up from 537 in Q4 2023.
  • Funds reported $12.2B of BCE stock for Q1 2024, down 20% quarter-over-quarter.
  • 62 funds opened new BCE positions in Q1 2024 and 56 closed out, a net change of +6 holders.
  • The largest BCE buyer in Q1 2024 was Goldman Sachs, an estimated $169M added.
  • The largest BCE seller in Q1 2024 was Deutsche Bank, an estimated $276M sold.

Based on aggregated 13F filings for Q1 2024.