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BGC Group
BGC

220 hedge funds and large institutions have $1.18B invested in BGC Group in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $549K

48% more capital invested

Capital invested by funds: $795M → $1.18B (+$383M)

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

2.81% more ownership

Funds ownership: 66.35% → 69.16% (+2.8%)

3% more funds holding

Funds holding: 214 → 220 (+6)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
30
Increased
86
Reduced
65
Closed
23
Calls
$3.65M
Puts
$549K
Net Calls
+$3.1M
Net Calls Change
+$923K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$14.1M
2
Millennium Management
Millennium Management
New York
+$9.48M
3
RCMNY
Rubric Capital Management (New York)
New York
+$7.34M
4
SC
Shay Capital
New York
+$6.46M
5
OFCM
One Fin Capital Management
California
+$5.96M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$4.75M
2
P2P
Phase 2 Partners
California
-$4.56M
3
AFA
Alta Fundamental Advisers
New York
-$3.96M
4
PCM
Philosophy Capital Management
California
-$3.96M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
176
Meridian Wealth Advisors
Texas
$58.1K – – –
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$57.1K – – –
RWB
178
RMR Wealth Builders
New Jersey
$53.6K – – –
MAG
179
MRA Advisory Group
New Jersey
$52.9K – – –
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$52.8K +$46.2K +10,090 New
HA
181
Harbor Advisors
Florida
$52.3K – – –
WA
182
WealthTrust Axiom
Pennsylvania
$52.3K – – –
TRCT
183
Tower Research Capital (TRC)
New York
$45K -$79K -17,249 -67%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$42K +$11.4K +2,487 +45%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K +$1.37K +300 +4%
QL
186
Quarry LP
New York
$39.6K +$34.7K +7,577 New
AA
187
Ancora Advisors
Ohio
$20.9K – – –
MA
188
Montag & Associates
Georgia
$20.9K – – –
WT
189
Whittier Trust
California
$19.2K – – –
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
TWA
191
TCI Wealth Advisors
Arizona
$12.4K -$5 -1 -0%
SPIA
192
Steward Partners Investment Advisory
New York
$10.7K +$9 +2 +0.1%
GWS
193
Glassman Wealth Services
Virginia
$10.1K – – –
US Bancorp
194
US Bancorp
Minnesota
$9.9K +$7.64K +1,668 +741%
UB
195
UMB Bank
Missouri
$9.4K – – –
IA
196
IFP Advisors
Florida
$7.48K -$4.54K -990 -60%
Barrow, Hanley, Mewhinney & Strauss
197
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.17K – – –
SC
198
Stephens Consulting
Michigan
$4.71K – – –
S
199
SignatureFD
Georgia
$3.15K – – –
Lazard Asset Management
200
Lazard Asset Management
New York
$3K -$32K -6,995 -91%
6 7
8
9 10

BGC Hedge Fund Activity: Q1 2023 in Review

220 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BGC Group (BGC) for Q1 2023, worth a combined $1.18B — up 48% from $795M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BGC positions and 23 closed out — a net gain of 7 holders — while 86 added to existing stakes and 65 trimmed.

The largest buyer was Boston Partners, adding an estimated $14.1M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $4.75M.

  • 220 institutional investors held BGC Group (BGC) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $1.18B of BGC Group stock for Q1 2023, up 48% quarter-over-quarter.
  • 30 funds opened new BGC Group positions in Q1 2023 and 23 closed out, a net change of +7 holders.
  • The largest BGC Group buyer in Q1 2023 was Boston Partners, an estimated $14.1M added.
  • The largest BGC Group seller in Q1 2023 was Cardinal Capital Management LLC (Connecticut), an estimated $4.75M sold.

Based on aggregated 13F filings for Q1 2023.