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428 hedge funds and large institutions have $14.8B invested in BCE in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 175 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

2% more funds holding

Funds holding: 420428 (+8)

0.22% more ownership

Funds ownership: 43.5%43.72% (+0.22%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

10% less capital invested

Capital invested by funds: $16.4B → $14.8B (-$1.58B)

11% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 175

58% less call options, than puts

Call options by funds: $70.6M | Put options by funds: $169M

Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
11.23%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.58%
New
44
Increased
155
Reduced
175
Closed
33
Calls
$70.6M
Puts
$169M
Net Calls
-$98.9M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.61B +$40.2M +954,638 +1%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.24B -$19.1M -454,318 -1%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$707M +$640K +15,193 +0.1%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$584M -$8.47M -201,056 -1%
LTI
5
Laffer Tengler Investments
Tennessee
$582M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$470M +$119M +2,826,552 +30%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$439M -$45.3M -1,074,920 -9%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$368M -$37.5M -890,178 -9%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$358M +$31.4M +744,210 +9%
Capital Research Global Investors
10
Capital Research Global Investors
California
$336M +$78.7M +1,867,200 +27%
IGIM
11
I.G. Investment Management
Manitoba, Canada
$324M -$30.1M -713,961 -8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$309M -$52.4M -1,244,257 -13%
Deutsche Bank
13
Deutsche Bank
Germany
$282M +$10.6M +252,252 +4%
Canada Life
14
Canada Life
Manitoba, Canada
$278M -$1.12M -26,667 -0.4%
Franklin Resources
15
Franklin Resources
California
$258M +$94.4K +2,239 +0%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$250M -$3.37M -79,979 -1%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$214M -$11.4M -270,803 -5%
SCCM
18
Schafer Cullen Capital Management
New York
$180M -$28.5M -675,144 -13%
Federated Hermes
19
Federated Hermes
Pennsylvania
$171M -$23.1M -547,703 -11%
Vanguard Group
20
Vanguard Group
Pennsylvania
$170M +$23.4M +555,473 +14%
Bank of America
21
Bank of America
North Carolina
$151M -$1.58M -37,570 -1%
T
22
Thomaspartners
Massachusetts
$147M +$6.31M +149,633 +4%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$147M +$17M +402,338 +12%
Ameriprise
24
Ameriprise
Minnesota
$142M +$3.2M +75,945 +2%
MIP
25
Mondrian Investment Partners
United Kingdom
$140M -$323K -7,675 -0.3%

BCE Hedge Fund Activity: Q4 2015 in Review

428 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BCE (BCE) for Q4 2015, worth a combined $14.8B — down 9.6% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BCE positions and 33 closed out — a net gain of 11 holders — while 155 added to existing stakes and 175 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $119M. The largest seller was Schroder Investment Management Group, cutting an estimated $84.6M.

  • 428 institutional investors held BCE (BCE) as of Q4 2015, up from 420 in Q3 2015.
  • Funds reported $14.8B of BCE stock for Q4 2015, down 9.6% quarter-over-quarter.
  • 44 funds opened new BCE positions in Q4 2015 and 33 closed out, a net change of +11 holders.
  • The largest BCE buyer in Q4 2015 was Wellington Management Group, an estimated $119M added.
  • The largest BCE seller in Q4 2015 was Schroder Investment Management Group, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2015.