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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 %
CAM
201
ClariVest Asset Management
California
$3K – – –
TIM
202
Tortoise Investment Management
New York
$2.62K – – –
BIA
203
Bell Investment Advisors
California
$2.55K -$586 -112 -19%
QCG
204
Quadrant Capital Group
Ohio
$2.45K – – –
PA
205
Parallel Advisors
California
$2.37K +$2.37K +453 New
HCP
206
Hexagon Capital Partners
Arkansas
$2.22K +$2.22K +425 New
HGERS
207
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +300 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$1.4K -$47 -9 -3%
SC
209
Schubert & Co
Texas
$1.08K -$21 -4 -2%
LC
210
Lindbrook Capital
California
$1.03K -$879 -168 -46%
SFG
211
Steward Financial Group
Texas
$1K +$577 +143 +136%
SIC
212
SJS Investment Consulting
Ohio
$408 -$58 -11 -12%
AF
213
Advisornet Financial
Minnesota
$366 – – –
DI
214
Disciplined Investments
Oklahoma
$350 -$21 -4 -6%
AF
215
Allworth Financial
California
$225 – – –
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$105 +$105 +20 New
TWP
217
TFO Wealth Partners
Ohio
$84 +$68 +13 +433%
WP
218
WealthPLAN Partners
Nebraska
$68 +$68 +13 New
EWA
219
EverSource Wealth Advisors
Alabama
$58 +$58 +11 New
QC
220
Quent Capital
New York
$3 +$3 +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
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9
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