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BGC Group
BGC

249 hedge funds and large institutions have $1.91B invested in BGC Group in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 89 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

754% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $2.9M

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

49% more capital invested

Capital invested by funds: $1.28B → $1.91B (+$628M)

33% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 67

19% more funds holding

Funds holding: 210 → 249 (+39)

6.17% more ownership

Funds ownership: 62.06% → 68.24% (+6.2%)

Holders
249
Holders Change
+39
Holders Change %
+18.57%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
58
Increased
89
Reduced
67
Closed
19
Calls
$24.8M
Puts
$2.9M
Net Calls
+$21.9M
Net Calls Change
+$13.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.5M
2
BlackRock
BlackRock
New York
+$26.2M
3
WHCM
Wolf Hill Capital Management
Connecticut
+$17.1M
4
ACL
Azora Capital LP
Florida
+$10.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.65M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$15.2M
2
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
-$7.28M
3
GLA
Great Lakes Advisors
Illinois
-$5.19M
4
JAM
Jupiter Asset Management
United Kingdom
-$4.73M
5
Millennium Management
Millennium Management
New York
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$15.9M +$650K +104,945 +5%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$14.1M +$3.08M +496,883 +34%
PCM
28
Penn Capital Management
Pennsylvania
$13.4M +$5.58M +901,571 +95%
PAM
29
Panagora Asset Management
Massachusetts
$13.4M -$170K -27,519 -1%
MC
30
Muhlenkamp & Co
Pennsylvania
$12.4M +$102K +16,535 +1%
ACL
31
Azora Capital LP
Florida
$12.2M +$10.5M +1,690,974 New
OKSA
32
O'Keefe Stevens Advisory
New York
$10.9M +$108K +17,508 +1%
Renaissance Technologies
33
Renaissance Technologies
New York
$10.7M -$2.41M -389,600 -21%
Invesco
34
Invesco
Georgia
$10.3M +$2.53M +408,275 +40%
NSGL
35
No Street GP LP
California
$10.1M -$1.55M -250,000 -15%
RSWM
36
Robertson Stephens Wealth Management
California
$10.1M +$62K +10,004 +0.7%
Macquarie Group
37
Macquarie Group
Australia
$9.09M -$1.48M -238,749 -16%
RC
38
RBF Capital
California
$8.96M -$3.39M -548,124 -31%
GECH
39
Garnet Equity Capital Holdings
New York
$8.82M +$805K +130,000 +12%
IP
40
Interval Partners
New York
$8.57M -$513K -82,758 -7%
Goldman Sachs
41
Goldman Sachs
New York
$8.48M +$55.3K +8,923 +0.8%
SEI Investments
42
SEI Investments
Pennsylvania
$8.44M -$31.5K -5,080 -0.4%
TSW
43
Thompson Siegel & Walmsley
Virginia
$5.9M +$5.06M +817,000 New
TC
44
Tejara Capital
United Kingdom
$5.89M -$636K -102,740 -11%
Lazard Asset Management
45
Lazard Asset Management
New York
$5.77M -$3.39M -547,890 -41%
Deutsche Bank
46
Deutsche Bank
Germany
$5.77M +$3.96M +639,385 +402%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$5.76M +$2.33M +375,838 +89%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$5.42M +$310K +50,000 +7%
LCM
49
Legato Capital Management
California
$5.36M -$11.3K -1,830 -0.2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.23M +$136K +21,900 +3%
1
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3 4 5

BGC Hedge Fund Activity: Q4 2023 in Review

249 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BGC Group (BGC) for Q4 2023, worth a combined $1.91B — up 49% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BGC positions and 19 closed out — a net gain of 39 holders — while 89 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $15.2M.

  • 249 institutional investors held BGC Group (BGC) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $1.91B of BGC Group stock for Q4 2023, up 49% quarter-over-quarter.
  • 58 funds opened new BGC Group positions in Q4 2023 and 19 closed out, a net change of +39 holders.
  • The largest BGC Group buyer in Q4 2023 was Morgan Stanley, an estimated $52.5M added.
  • The largest BGC Group seller in Q4 2023 was Cardinal Capital Management LLC (Connecticut), an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2023.