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BGC Group
BGC

266 hedge funds and large institutions have $1.84B invested in BGC Group in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

18% more capital invested

Capital invested by funds: $1.55B → $1.84B (+$280M)

9% more funds holding

Funds holding: 243 → 266 (+23)

2.05% more ownership

Funds ownership: 76.54% → 78.59% (+2%)

92% less call options, than puts

Call options by funds: $294K | Put options by funds: $3.51M

Holders
266
Holders Change
+23
Holders Change %
+9.47%
% of All Funds
6.63%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
55
Increased
93
Reduced
77
Closed
30
Calls
$294K
Puts
$3.51M
Net Calls
-$3.21M
Net Calls Change
+$3.17M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$19.7M
2
MAM
Martingale Asset Management
Massachusetts
+$15.7M
3
Wells Fargo
Wells Fargo
California
+$15.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$15.3M
5
Lazard Asset Management
Lazard Asset Management
New York
+$14.2M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$30.8M
2
Prudential Financial
Prudential Financial
New Jersey
-$20.3M
3
Millennium Management
Millennium Management
New York
-$17.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.04M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$15.9M +$14.2M +1,704,415 +179,980%
First Trust Advisors
27
First Trust Advisors
Illinois
$15.7M +$11M +1,316,498 +353%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$15.6M -$172K -20,567 -1%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$13.8M +$1.11M +132,953 +10%
Charles Schwab
30
Charles Schwab
California
$13.3M +$1.26M +150,487 +12%
PAM
31
Panagora Asset Management
Massachusetts
$13.2M +$11.8M +1,413,015 +111,524%
Invesco
32
Invesco
Georgia
$13.1M +$2.02M +242,311 +21%
DAM
33
Doheny Asset Management
California
$12.5M +$80.5K +9,641 +0.7%
Morgan Stanley
34
Morgan Stanley
New York
$12.3M -$478K -57,173 -4%
TCIM
35
TIAA CREF Investment Management
New York
$12.3M +$1.2M +143,464 +12%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$11.7M +$944K +112,967 +10%
YMRC
37
Yorktown Management & Research Company
Virginia
$10.9M – – –
HK
38
Horizon Kinetics
New York
$10.7M +$32K +3,830 +0.3%
Bank of America
39
Bank of America
North Carolina
$10.2M -$747K -89,436 -8%
Allianz Asset Management
40
Allianz Asset Management
Germany
$8.54M -$1.72M -205,576 -18%
Federated Hermes
41
Federated Hermes
Pennsylvania
$8.46M -$3.23M -386,542 -30%
SAM
42
Shikiar Asset Management
New York
$8.22M -$332K -39,808 -4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$7.8M – – –
AP
44
AHL Partners
United Kingdom
$7.67M +$2.82M +337,930 +69%
OAM
45
Oxford Asset Management
United Kingdom
$7.3M +$6.22M +744,352 +1,812%
Deutsche Bank
46
Deutsche Bank
Germany
$6.4M -$6.9M -826,524 -55%
Two Sigma Investments
47
Two Sigma Investments
New York
$6.38M -$2.05M -245,616 -26%
BCM
48
BlueMar Capital Management
Florida
$5.98M +$67.4K +8,069 +1%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.88M +$260K +31,100 +5%
NC
50
Northpointe Capital
Michigan
$5.73M -$633K -75,841 -11%
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BGC Hedge Fund Activity: Q3 2017 in Review

266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BGC Group (BGC) for Q3 2017, worth a combined $1.84B — up 18% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BGC positions and 30 closed out — a net gain of 25 holders — while 93 added to existing stakes and 77 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $19.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $30.8M.

  • 266 institutional investors held BGC Group (BGC) as of Q3 2017, up from 243 in Q2 2017.
  • Funds reported $1.84B of BGC Group stock for Q3 2017, up 18% quarter-over-quarter.
  • 55 funds opened new BGC Group positions in Q3 2017 and 30 closed out, a net change of +25 holders.
  • The largest BGC Group buyer in Q3 2017 was Principal Financial Group, an estimated $19.7M added.
  • The largest BGC Group seller in Q3 2017 was Schroder Investment Management Group, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2017.