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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
CAM
201
ClariVest Asset Management
California
$3K – – –
TIM
202
Tortoise Investment Management
New York
$2.62K – – –
BIA
203
Bell Investment Advisors
California
$2.55K -$513 -112 -19%
QCG
204
Quadrant Capital Group
Ohio
$2.45K – – –
PA
205
Parallel Advisors
California
$2.37K +$2.08K +453 New
HCP
206
Hexagon Capital Partners
Arkansas
$2.22K +$1.95K +425 New
HGERS
207
Householder Group Estate & Retirement Specialist
Arizona
$2K +$1.37K +300 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$1.4K -$41 -9 -3%
SC
209
Schubert & Co
Texas
$1.08K -$18 -4 -2%
LC
210
Lindbrook Capital
California
$1.02K -$770 -168 -46%
SFG
211
Steward Financial Group
Texas
$1K +$655 +143 +136%
SIC
212
SJS Investment Consulting
Ohio
$408 -$50 -11 -12%
AF
213
Advisornet Financial
Minnesota
$366 – – –
DI
214
Disciplined Investments
Oklahoma
$350 -$18 -4 -6%
AF
215
Allworth Financial
California
$225 – – –
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$105 +$92 +20 New
TWP
217
TFO Wealth Partners
Ohio
$84 +$60 +13 +433%
WP
218
WealthPLAN Partners
Nebraska
$68 +$60 +13 New
EWA
219
EverSource Wealth Advisors
Alabama
$58 +$50 +11 New
QC
220
Quent Capital
New York
$3 +$5 +1 New
P2P
221
Phase 2 Partners
California
– -$4.56M -1,208,777 Closed
AFA
222
Alta Fundamental Advisers
New York
– -$3.96M -1,050,000 Closed
MFG
223
Merit Financial Group
Georgia
– -$1.82M -481,626 Closed
KPF
224
K2 Principal Fund
Ontario, Canada
– -$1.2M -317,145 Closed
JF
225
Jump Financial
Illinois
– -$678K -179,900 Closed
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.