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434 hedge funds and large institutions have $17.8B invested in BCE in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

20% more capital invested

Capital invested by funds: $14.8B → $17.8B (+$2.96B)

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 428434 (+6)

0.4% more ownership

Funds ownership: 43.72%44.12% (+0.4%)

6% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 171

57% less call options, than puts

Call options by funds: $90.1M | Put options by funds: $208M

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
11.56%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
50
Increased
161
Reduced
171
Closed
40
Calls
$90.1M
Puts
$208M
Net Calls
-$117M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$23.3M +$1.37M +32,862 +7%
LM
77
Lincluden Management
Ontario, Canada
$22.8M
BCM
78
Barometer Capital Management
Ontario, Canada
$22.5M +$8.95M +214,300 +77%
Northern Trust
79
Northern Trust
Illinois
$21M -$1.69M -40,473 -8%
NEI
80
Northwest & Ethical Investments
Ontario, Canada
$20.7M -$877K -21,000 -4%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$19.7M -$1.62M -38,864 -8%
GIA
82
Guyasuta Investment Advisors
Pennsylvania
$19.4M +$76.4K +1,829 +0.4%
Stifel Financial
83
Stifel Financial
Missouri
$19.4M +$786K +18,814 +5%
Citigroup
84
Citigroup
New York
$18.5M -$2.23M -53,334 -12%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$18.1M +$5.79M +138,702 +54%
ACM
86
Aviance Capital Management
Florida
$17.5M +$3.8M +91,047 +31%
GCAC
87
Guardian Capital Advisors (Canada)
Ontario, Canada
$16.6M +$452K +10,828 +3%
AAF
88
Andra AP-fonden
Sweden
$16.4M +$11.6M +277,698 New
GMI
89
Greystone Managed Investments
Saskatchewan, Canada
$16.4M -$2.83M -67,830 -16%
AC
90
Addenda Capital
Quebec, Canada
$15.8M -$349K -8,353 -2%
SB
91
Suntrust Banks
Georgia
$15.7M +$2.3M +55,141 +19%
IC
92
Institutional Capital
Illinois
$14.8M -$3.82M -91,470 -22%
BFS
93
Baskin Financial Services
Ontario, Canada
$14.6M -$39.5K -947 -0.3%
JAM
94
JCIC Asset Management
Ontario, Canada
$14.3M -$255K -6,114 -2%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$13.5M -$89.6K -2,146 -0.7%
N
96
Natixis
France
$13.1M -$2.15M -51,507 -15%
AllianceBernstein
97
AllianceBernstein
Tennessee
$12.3M +$4.24M +101,614 +60%
GGI
98
Godsey & Gibb Inc
Virginia
$12.3M -$66.6K -1,595 -0.6%
FFH
99
Fairfax Financial Holdings
Ontario, Canada
$12.3M
SRAIM
100
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$12.2M +$288K +6,889 +3%

BCE Hedge Fund Activity: Q1 2016 in Review

434 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q1 2016, worth a combined $17.8B — up 20% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BCE positions and 40 closed out — a net gain of 10 holders — while 161 added to existing stakes and 171 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $71.7M sold.

  • 434 institutional investors held BCE (BCE) as of Q1 2016, up from 428 in Q4 2015.
  • Funds reported $17.8B of BCE stock for Q1 2016, up 20% quarter-over-quarter.
  • 50 funds opened new BCE positions in Q1 2016 and 40 closed out, a net change of +10 holders.
  • The largest BCE buyer in Q1 2016 was Fidelity Investments, an estimated $168M added.
  • The largest BCE seller in Q1 2016 was Mackenzie Financial, an estimated $71.7M sold.

Based on aggregated 13F filings for Q1 2016.