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BGC Group
BGC

Overview Fund Activity

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
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.52%
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
1
Boston Partners
Massachusetts
$40.6M
2
Millennium Management
2
Millennium Management
New York
$13.8M
3
RCMNY
3
Rubric Capital Management (New York)
New York
$104M
4
SC
4
Shay Capital
New York
$8.16M
5
OFCM
5
One Fin Capital Management
California
$6.8M

Top Sellers

1
CCMLC
1
Cardinal Capital Management LLC (Connecticut)
Connecticut
$73M
2
P2P
2
Phase 2 Partners
California
$0
3
PCM
3
Philosophy Capital Management
California
$47M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.69M
5
AFA
5
Alta Fundamental Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$52.8K +10,090 New
WA
181
WealthTrust Axiom
Pennsylvania
$52.3K – – –
HA
182
Harbor Advisors
Florida
$52.3K – – –
TRCT
183
Tower Research Capital (TRC)
New York
$45K -$89.7K -17,249 -67%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$42K +$13K +2,487 +45%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K +$1.56K +300 +4%
QL
186
Quarry LP
New York
$39.6K +$39.6K +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 +$10 +2 +0.1%
GWS
193
Glassman Wealth Services
Virginia
$10.1K – – –
US Bancorp
194
US Bancorp
Minnesota
$9.9K +$8.72K +1,668 +741%
UB
195
UMB Bank
Missouri
$9.4K – – –
IA
196
IFP Advisors
Florida
$7.48K -$11.3K -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 -$31.3K -6,995 -91%
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8
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