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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
Thrivent Financial for Lutherans
601
Thrivent Financial for Lutherans
Minnesota
-$237K -5,256 Closed
ECM
602
Evergreen Capital Management
Washington
-$238K -5,136 Closed
SFS
603
Stiles Financial Services
Minnesota
-$230K -5,039 Closed
BL
604
Balentine LLC
Georgia
-$229K -5,021 Closed
CAM
605
Cresset Asset Management
Illinois
-$232K -5,008 Closed
CWP
606
Curated Wealth Partners
California
-$227K -4,979 Closed
SIC
607
Sterling Investment Counsel
New York
-$223K -4,884 Closed
HNWAG
608
High Net Worth Advisory Group
Florida
-$215K -4,710 Closed
JWM
609
Jeppson Wealth Management
California
-$213K -4,665 Closed
GT
610
Glenmede Trust
Pennsylvania
-$208K -4,635 Closed
BC
611
Burney Company
Virginia
-$210K -4,598 Closed
PBO
612
Peoples Bank (Ohio)
Ohio
-$202K -4,424 Closed
SC
613
Sawyer & Company
Massachusetts
-$113K -2,481 Closed
CFO
614
CVA Family Office
Colorado
-$109K -2,386 Closed
SC
615
SouthState Corp
Florida
-$36.9K -810 Closed
MCM
616
MV Capital Management
Maryland
-$31.9K -700 Closed
OPTFSNA
617
Old Point Trust & Financial Services N A
Virginia
-$22.8K -500 Closed
SCA
618
Stonebridge Capital Advisors
Minnesota
-$22.7K -499 Closed
BSB
619
Bangor Savings Bank
Maine
-$10K -220 Closed
IGWM
620
ICA Group Wealth Management
Colorado
-$9.12K -200 Closed
KFS
621
Kelly Financial Services
Massachusetts
-$6.38K -140 Closed
NSG
622
Nalls Sherbakoff Group
Tennessee
-$3.47K -77 Closed
NC
623
NewSquare Capital
Pennsylvania
-$2.42K -53 Closed
CAS
624
Coppell Advisory Solutions
Texas
-$1.99K -44 Closed

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.