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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.

New
Increased
Maintained
Reduced
Closed

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: 77 (0)

0.42% less ownership

Funds ownership: 42.51%42.09% (-0.42%)

4% less funds holding

Funds holding: 562537 (-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

Holders
537
Holders Change
-25
Holders Change %
-4.45%
% of All Funds
7.83%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
60
Increased
147
Reduced
251
Closed
74
Calls
$212M
Puts
$178M
Net Calls
+$34.5M
Net Calls Change
+$67.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
201
BFSG LLC
California
$1.69M -$220K -5,679 -12%
IWC
202
Integrated Wealth Concepts
Massachusetts
$1.63M +$40.1K +1,036 +3%
BG
203
Bollard Group
Massachusetts
$1.61M -$5.67M -146,558 -78%
Corient Private Wealth
204
Corient Private Wealth
Florida
$1.59M +$57K +1,473 +4%
DBG
205
De Burlo Group
Massachusetts
$1.58M
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.58M
TI
207
Trexquant Investment
Connecticut
$1.57M +$1.54M +39,907 New
CRIG
208
Charter Research & Investment Group
Connecticut
$1.54M -$86.1K -2,225 -5%
DAM
209
Diamant Asset Management
Connecticut
$1.54M -$5.81K -150 -0.4%
PCA
210
Providence Capital Advisors
North Carolina
$1.53M -$47.3K -1,222 -3%
OC
211
Oppenheimer & Co
New York
$1.53M -$4.78M -123,440 -76%
SC
212
Savant Capital
Illinois
$1.49M -$34.5K -892 -2%
Creative Planning
213
Creative Planning
Kansas
$1.46M +$394K +10,187 +38%
ECA
214
Elevated Capital Advisors
Utah
$1.46M -$30.4K -785 -2%
IF
215
Intrua Financial
Texas
$1.44M +$27.1K +701 +2%
TC
216
Tacita Capital
Ontario, Canada
$1.43M +$14.1K +365 +1%
URS
217
Utah Retirement Systems
Utah
$1.41M
MSV
218
MN Services Vermogensbeheer
Netherlands
$1.41M
OPA
219
Old Port Advisors
Maine
$1.37M -$16.8K -435 -1%
RPSA
220
Richard P. Slaughter Associates
Texas
$1.36M +$25K +647 +2%
FRM
221
Fox Run Management
Connecticut
$1.34M +$915K +23,627 +225%
MFFIA
222
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.31M -$38.7K -1,000 -3%
WJWM
223
Williams Jones Wealth Management
New York
$1.31M -$818K -21,143 -39%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$1.31M +$111K +2,864 +9%
ISL
225
Ingalls & Snyder LLC
New York
$1.3M -$580K -14,985 -31%

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.