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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
GC
51
Guggenheim Capital
Illinois
$5.64M +$625K +74,874 +14%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$5.49M -$500K -59,858 -9%
Nomura Holdings
53
Nomura Holdings
Japan
$5.49M +$4.95M +592,922 New
UBS Group
54
UBS Group
Switzerland
$5.46M +$2.96M +353,989 +152%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$5.35M +$4.45M +533,098 +1,289%
WWM
56
Willingdon Wealth Management
North Carolina
$5.3M +$3.22M +385,160 +209%
Swiss National Bank
57
Swiss National Bank
Switzerland
$5.14M +$84.4K +10,107 +2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$4.5M -$8.04M -962,170 -67%
Boston Partners
59
Boston Partners
Massachusetts
$4.17M -$359K -43,039 -9%
OCG
60
Opus Capital Group
Ohio
$3.8M -$1.02M -121,630 -23%
FQ
61
First Quadrant
California
$3.79M +$3.4M +406,985 New
Citadel Advisors
62
Citadel Advisors
Florida
$3.72M -$1.49M -178,615 -31%
APG Asset Management
63
APG Asset Management
Netherlands
$3.72M +$3.34M +399,324 New
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.71M -$45K -5,393 -1%
CG
65
Clinton Group
New York
$3.69M +$3.31M +396,166 New
MVP
66
Miller Value Partners
Florida
$3.28M – – –
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$3.14M -$32.4K -3,885 -1%
Luther King Capital Management (LKCM)
68
Luther King Capital Management (LKCM)
Texas
$3.06M -$316K -37,865 -10%
CC
69
Cipher Capital
New York
$2.97M -$231K -27,662 -8%
UBS AM
70
UBS AM
Illinois
$2.74M +$534K +63,987 +28%
SCM
71
Sterling Capital Management
North Carolina
$2.69M – – –
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.69M -$11.1K -1,324 -0.5%
WJA
73
Williams Jones & Associates
New York
$2.64M +$743K +88,980 +46%
Squarepoint
74
Squarepoint
New York
$2.62M -$1.06M -126,723 -31%
Prudential Financial
75
Prudential Financial
New Jersey
$2.57M -$20.3M -2,435,565 -90%
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3
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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.