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BGC Group

249 hedge funds and large institutions have $1.91B invested in BGC Group in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 89 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

754% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $2.9M

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

49% more capital invested

Capital invested by funds: $1.28B → $1.91B (+$628M)

33% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 67

19% more funds holding

Funds holding: 210249 (+39)

6.17% more ownership

Funds ownership: 62.06%68.24% (+6.2%)

Holders
249
Holders Change
+39
Holders Change %
+18.57%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
58
Increased
89
Reduced
67
Closed
19
Calls
$24.8M
Puts
$2.9M
Net Calls
+$21.9M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$267M +$2.19M +353,577 +1%
BlackRock
2
BlackRock
New York
$197M +$26.2M +4,236,193 +18%
RCMNY
3
Rubric Capital Management (New York)
New York
$144M
Morgan Stanley
4
Morgan Stanley
New York
$98.7M +$52.5M +8,474,277 +163%
AC
5
AltraVue Capital
Washington
$73.9M -$61.4K -9,920 -0.1%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$69.6M -$15.2M -2,448,600 -20%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$63.4M +$7.65M +1,235,711 +16%
PCM
8
Philosophy Capital Management
California
$63.1M -$4.08M -658,924 -7%
State Street
9
State Street
Massachusetts
$60.9M +$3.31M +535,222 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$59M +$5.21M +840,522 +11%
Boston Partners
11
Boston Partners
Massachusetts
$53.3M -$1.46M -235,211 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$49M +$3.19M +514,796 +8%
N
13
Nuveen
North Carolina
$35.9M +$584K +94,252 +2%
Charles Schwab
14
Charles Schwab
California
$32.6M +$238K +38,412 +0.9%
Prudential Financial
15
Prudential Financial
New Jersey
$29.9M +$5.91M +953,725 +30%
Norges Bank
16
Norges Bank
Norway
$27.4M +$6.29M +1,016,401 +37%
Northern Trust
17
Northern Trust
Illinois
$27.2M +$1.72M +277,021 +8%
WMSA
18
Weiss Multi-Strategy Advisers
New York
$26M +$3.05M +492,101 +16%
PCMF
19
Private Capital Management (Florida)
Florida
$20.1M +$745K +120,225 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$20.1M +$3.3M +532,141 +24%
WHCM
21
Wolf Hill Capital Management
Connecticut
$20M +$17.1M +2,768,524 New
BGIM
22
Boussard & Gavaudan Investment Management
United Kingdom
$18.9M -$7.28M -1,175,756 -31%
SC
23
Shay Capital
New York
$17.8M +$7.18M +1,160,000 +89%
SFM
24
Soros Fund Management
New York
$16.7M -$1.24M -200,029 -8%
JAM
25
Jupiter Asset Management
United Kingdom
$16.7M -$4.73M -763,643 -25%