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446 hedge funds and large institutions have $29.2B invested in BCE in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 191 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $14.5B → $29.2B (+$14.7B)

52% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 126

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

2% more funds holding

Funds holding: 436446 (+10)

2.03% less ownership

Funds ownership: 43.36%41.34% (-2%)

26% less call options, than puts

Call options by funds: $139M | Put options by funds: $187M

Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.56%
New
51
Increased
191
Reduced
126
Closed
35
Calls
$139M
Puts
$187M
Net Calls
-$48.4M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$62M +$1.12M +24,851 +2%
RJA
52
Raymond James & Associates
Florida
$60.4M +$10.3M +230,206 +21%
HCM
53
Hamlin Capital Management
New York
$60.1M +$1.42M +31,605 +2%
JP Morgan Chase
54
JP Morgan Chase
New York
$56.7M +$11.2M +249,053 +25%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$55.1M +$48.5M +1,081,100 +930%
BG
56
Bahl & Gaynor
Ohio
$54.1M +$2.44M +54,321 +5%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$51.4M -$8.11M -180,500 -16%
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$50.9M -$1.62M -36,011 -3%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$49.5M +$11.6M +258,916 +32%
ACM
60
Aviance Capital Management
Florida
$48.4M +$2.89M +64,375 +7%
UBS AM
61
UBS AM
Illinois
$47.6M -$4.35M -96,771 -9%
IC
62
Institutional Capital
Illinois
$46.1M -$9.69M -215,750 -18%
DPIM
63
Duff & Phelps Investment Management
Illinois
$45.4M +$183K +4,065 +0.4%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$43.5M +$32M +713,172 +304%
UBS Group
65
UBS Group
Switzerland
$39.1M +$38.3M +852,811 New
O
66
OppenheimerFunds
New York
$37.9M +$14.3M +317,700 +62%
Stifel Financial
67
Stifel Financial
Missouri
$37.9M +$8.02M +178,571 +28%
H
68
Hexavest
Quebec, Canada
$37.3M -$58.8M -1,310,476 -62%
Allianz Asset Management
69
Allianz Asset Management
Germany
$35.1M -$5.09M -113,268 -13%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$35M -$1.46M -32,458 -4%
MHI
71
Miller Howard Investments
New York
$34.8M +$5.2M +115,733 +18%
SAM
72
Shell Asset Management
Netherlands
$33.4M +$16K +356 +0.1%
RFC
73
Russell Frank Company
Washington
$30.4M +$1.01M +22,519 +4%
LM
74
Lincluden Management
Ontario, Canada
$28.6M -$4.58M -101,980 -13%
Goldman Sachs
75
Goldman Sachs
New York
$28.4M -$38.9M -866,260 -58%

BCE Hedge Fund Activity: Q4 2014 in Review

446 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q4 2014, worth a combined $29.2B — up 102% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BCE positions and 35 closed out — a net gain of 16 holders — while 191 added to existing stakes and 126 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $253M. The largest seller was Franklin Resources, cutting an estimated $127M.

  • 446 institutional investors held BCE (BCE) as of Q4 2014, up from 436 in Q3 2014.
  • Funds reported $29.2B of BCE stock for Q4 2014, up 102% quarter-over-quarter.
  • 51 funds opened new BCE positions in Q4 2014 and 35 closed out, a net change of +16 holders.
  • The largest BCE buyer in Q4 2014 was Capital Research Global Investors, an estimated $253M added.
  • The largest BCE seller in Q4 2014 was Franklin Resources, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2014.