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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
GM
576
GeoWealth Management
Illinois
-$118K -3,008 Closed
CA
577
Clearstead Advisors
Ohio
-$43.6K -1,108 Closed
LFA
578
Livelsberger Financial Advisory
Ohio
-$35.2K -893 Closed
RFA
579
Resurgent Financial Advisors
Georgia
-$22.1K -561 Closed
BBHC
580
Brown Brothers Harriman & Co
New York
-$21.9K -555 Closed
ASBI
581
American State Bank (Iowa)
Iowa
-$15.2K -387 Closed
WAM
582
WFA Asset Management
Wisconsin
-$10.9K -277 Closed
GWS
583
Glassman Wealth Services
Virginia
-$7.17K -182 Closed
SIC
584
Salem Investment Counselors
North Carolina
-$5.98K -149 Closed
MHR
585
Matthew Hamilton Rosenberg
-$5.2K -132 Closed
LA
586
LM Advisors
California
-$4.96K -126 Closed
WT
587
Washington Trust
Rhode Island
-$4.57K -116 Closed
BWM
588
BKM Wealth Management
Wisconsin
-$3.94K -100 Closed
AIC
589
Archer Investment Corporation
Indiana
-$2.88K -73 Closed
AIM
590
Anchor Investment Management
South Carolina
-$2.83K -72 Closed
TVAMP
591
Tennessee Valley Asset Management Partners
Tennessee
-$2.44K -62 Closed
ETC
592
Exchange Traded Concepts
Oklahoma
-$2.28K -58 Closed
RIM
593
Rockbridge Investment Management
New York
-$788 -20 Closed
NFA
594
Northwest Financial Advisors
Virginia
-$184 -5 Closed
FCAS
595
First Command Advisory Services
Texas
+$685 +18 New

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.