BCE
537 hedge funds and large institutions have $15.3B invested in BCE in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 251 reducing their positions, and 74 closing their positions.
19% more call options, than puts
Call options by funds: $212M | Put options by funds: $178M
2% more capital invested
Capital invested by funds: $15B → $15.3B (+$356M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.42% less ownership
Funds ownership: 42.51% → 42.09% (-0.42%)
4% less funds holding
Funds holding: 562 → 537 (-25)
19% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 74
41% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 251
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$140M |
| 2 |
Goldman Sachs
New York
|
+$105M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$85.8M |
| 4 |
ClearBridge Investments
New York
|
+$84.4M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$74.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$246M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$165M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$146M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$108M |
| 5 |
CCM
Cullen Capital Management
New York
|
-$91.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ANBT
601
American National Bank & Trust
Wichita Falls,
Texas
| – | -$7.48K | -196 | Closed |
|
|
POIA
602
Pin Oak Investment Advisors
Houston,
Texas
| – | -$7K | -170 | Closed |
|
|
WAS
603
Winch Advisory Services
Appleton,
Wisconsin
| – | -$6K | -169 | Closed |
|
|
WBC
604
West Branch Capital
Amherst,
Massachusetts
| – | -$5.38K | -141 | Closed |
|
|
MTIC
605
Missouri Trust & Investment Company
Springfield,
Missouri
| – | -$5.34K | -140 | Closed |
|
|
BWS
606
Buck Wealth Strategies
Denver,
Colorado
| – | -$2.78K | -73 | Closed |
|
|
CCM
607
Chilton Capital Management
Houston,
Texas
| – | -$2.6K | -68 | Closed |
|
|
CWC
608
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$2.49K | -67 | Closed |
|
|
CPG
609
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$726 | -19 | Closed |
|
610
EARNEST Partners
Atlanta,
Georgia
| – | -$881 | -17 | Closed |
|
|
HH
611
HWG Holdings
Houston,
Texas
| – | -$229 | -6 | Closed |
|
BCE Hedge Fund Activity: Q4 2023 in Review
537 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q4 2023, worth a combined $15.3B — up 2.4% from $15B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of BCE and 60 opened new positions — a net loss of 14 holders — while 251 trimmed existing stakes and 147 added.
The largest buyer was Morgan Stanley, adding an estimated $140M. The largest seller was Royal Bank of Canada, cutting an estimated $246M.
- 537 institutional investors held BCE (BCE) as of Q4 2023, down from 562 in Q3 2023.
- Funds reported $15.3B of BCE stock for Q4 2023, up 2.4% quarter-over-quarter.
- 60 funds opened new BCE positions in Q4 2023 and 74 closed out, a net change of -14 holders.
- The largest BCE buyer in Q4 2023 was Morgan Stanley, an estimated $140M added.
- The largest BCE seller in Q4 2023 was Royal Bank of Canada, an estimated $246M sold.
Based on aggregated 13F filings for Q4 2023.