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Bunge Global

600 hedge funds and large institutions have $12.7B invested in Bunge Global in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 200 increasing their positions, 213 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $232M | Put options by funds: $144M

3.65% more ownership

Funds ownership: 82.97%86.62% (+3.6%)

0% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 107

6% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 213

1% less funds holding

Funds holding: 608600 (-8)

6% less capital invested

Capital invested by funds: $13.5B → $12.7B (-$844M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
600
Holders Change
-8
Holders Change %
-1.32%
% of All Funds
8.75%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
200
Reduced
213
Closed
107
Calls
$232M
Puts
$144M
Net Calls
+$88.4M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$643K +$68.7K +655 +11%
Macquarie Group
327
Macquarie Group
Australia
$634K -$11M -105,233 -94%
FT
328
Fiduciary Trust
Massachusetts
$631K
FIM
329
Freedom Investment Management
Connecticut
$616K -$2.31K -22 -0.4%
BP
330
Ballentine Partners
Massachusetts
$608K -$20.8K -198 -3%
MLICM
331
Metropolitan Life Insurance Company (MetLife)
New York
$597K -$33.4K -319 -5%
FWM
332
Forza Wealth Management
Florida
$595K +$225K +2,150 +57%
IRC
333
Investors Research Corp
Georgia
$588K
IAA
334
Ironsides Asset Advisors
North Carolina
$586K -$79.9K -762 -12%
NP
335
Nilsine Partners
Colorado
$583K +$606K +5,779 New
WWM
336
Western Wealth Management
Colorado
$573K -$3.25K -31 -0.5%
CIA
337
Concurrent Investment Advisors
Florida
$568K +$589K +5,623 New
VI
338
Versor Investments
New York
$566K +$587K +5,604 New
M&T Bank
339
M&T Bank
New York
$563K -$17.5K -167 -3%
CL
340
CSS LLC
Illinois
$555K +$577K +5,500 New
CA
341
Cetera Advisors
Colorado
$555K +$235K +2,245 +69%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$549K +$571K +5,443 New
JFGIW
343
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$547K -$23.8K -227 -4%
Nomura Holdings
344
Nomura Holdings
Japan
$546K -$17.3M -165,117 -97%
WS
345
Wedbush Securities
California
$540K -$4.3K -41 -0.8%
SC
346
Scotia Capital
Ontario, Canada
$532K +$3.46K +33 +0.6%
AWS
347
Atria Wealth Solutions
New York
$531K -$10.1K -96 -2%
CIP
348
Capital Insight Partners
Arizona
$523K +$54.3K +518 +11%
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$523K -$5.35K -51 -1%
OC
350
Oarsman Capital
Wisconsin
$512K -$56.2K -536 -10%

BG Hedge Fund Activity: Q4 2023 in Review

600 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bunge Global (BG) for Q4 2023, worth a combined $12.7B — down 6.2% from $13.5B a quarter earlier.

Fund positioning in BG was balanced in Q4 2023: 107 funds opened new positions, 107 closed out, 200 added to existing stakes and 213 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was T. Rowe Price Associates, cutting an estimated $129M.

  • 600 institutional investors held Bunge Global (BG) as of Q4 2023, down from 608 in Q3 2023.
  • Funds reported $12.7B of Bunge Global stock for Q4 2023, down 6.2% quarter-over-quarter.
  • 107 funds opened new Bunge Global positions in Q4 2023 and 107 closed out, a net change of 0 holders.
  • The largest Bunge Global buyer in Q4 2023 was Morgan Stanley, an estimated $229M added.
  • The largest Bunge Global seller in Q4 2023 was T. Rowe Price Associates, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.