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BGC Group

214 hedge funds and large institutions have $1.06B invested in BGC Group in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

886% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $2.58M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

29% more capital invested

Capital invested by funds: $823M → $1.06B (+$241M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

3.08% more ownership

Funds ownership: 65.02%68.09% (+3.1%)

2% more funds holding

Funds holding: 210214 (+4)

Holders
214
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
83
Reduced
49
Closed
29
Calls
$25.4M
Puts
$2.58M
Net Calls
+$22.8M
Net Calls Change
+$53.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$3K -$4.84K -1,138 -67%
IAIM
202
International Assets Investment Management
Florida
$3K
QCG
203
Quadrant Capital Group
Ohio
$3K
SFS
204
Sowell Financial Services
Arkansas
$3K
MWP
205
Meridian Wealth Partners
Pennsylvania
$3K +$2.55K +599 New
TWA
206
TCI Wealth Advisors
Arizona
$2K -$4.37K -1,027 -71%
TIM
207
Tortoise Investment Management
New York
$2K
ADL
208
Asset Dedication LLC
California
$1K
CFA
209
Carroll Financial Associates
North Carolina
$1K
GI
210
Gradient Investments
Minnesota
$1K
PA
211
Parallel Advisors
California
$1K
AIG
212
American International Group
New York
$872 +$2.03K +477 +0.3%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$118
SWM
214
Sugarloaf Wealth Management
Georgia
$1
Point72 Asset Management
215
Point72 Asset Management
Connecticut
-$24M -6,005,500 Closed
ER
216
EVR Research
Virginia
-$2.4M -600,000 Closed
ACM
217
Advisors Capital Management
New Jersey
-$1.86M -465,250 Closed
FCM
218
FJ Capital Management
Virginia
-$1.28M -321,000 Closed
N
219
Natixis
France
-$1.14M -285,900 Closed
Ensign Peak Advisors
220
Ensign Peak Advisors
Utah
-$637K -159,126 Closed
PP
221
Paloma Partners
Connecticut
-$548K -136,793 Closed
BIM
222
Bogle Investment Management
Massachusetts
-$386K -96,588 Closed
IA
223
IndexIQ Advisors
New York
-$332K -83,114 Closed
CCA
224
Cruiser Capital Advisors
Connecticut
-$261K -65,366 Closed
MCA
225
Magnolia Capital Advisors
Mississippi
-$249K -62,201 Closed