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BCE INC COM NEW
BCE INC COM NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 23 Institutional holders with a total value of $148,403,286.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WATER ISLAND CAPITAL LLC 1,652,881 70,678,596 47.63%
2 AVIANCE CAPITAL MANAGEMENT, LLC 990,026 42,334,000 28.53%
3 JAMES INVESTMENT RESEARCH, INC. 226,755 9,696,000 6.53%
4 Maple Capital Management, Inc. 87,504 3,742,000 2.52%
5 Bollard Group LLC 86,751 3,709,000 2.50%
6 D L CARLSON INVESTMENT GROUP INC 73,300 3,134,000 2.11%
7 KCM INVESTMENT ADVISORS LLC 63,063 2,697,000 1.82%
8 SCHMIDT P J INVESTMENT MANAGEMENT INC 40,395 1,727,000 1.16%
9 World Asset Management Inc 40,127 1,716,000 1.16%
10 ZEVIN ASSET MANAGEMENT LLC 35,229 1,506,000 1.01%
11 Beaumont Financial Partners, LLC 32,500 1,390,000 0.94%
12 Lipe & Dalton 30,125 1,288,000 0.87%
13 Clarkston Capital Partners, LLC 25,000 1,069,000 0.72%
14 Opus Capital Group, LLC 19,731 844,000 0.57%
15 RONALD BLUE & CO LLC 15,840 677,000 0.46%
16 Garrison Asset Management, LLC 14,900 637,000 0.43%
17 Azimuth Capital Management LLC 8,800 376,000 0.25%
18 ArchPoint Investors 8,270 354,000 0.24%
19 PARSONS CAPITAL MANAGEMENT INC/RI 7,893 337,000 0.23%
20 BECK MACK & OLIVER LLC 6,150 263,000 0.18%
21 KLINGENSTEIN FIELDS & CO LP 4,700 201,000 0.14%
22 QCI ASSET MANAGEMENT INC/NY 400 17,000 0.01%
23 First City Capital Management, Inc. 250 10,690 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.