BGM Group Ltd
7 hedge funds and large institutions have $200K invested in BGM Group Ltd in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
0% less ownership
Funds ownership: 0.03% → 0.03% (-0%)
18% less capital invested
Capital invested by funds: $243K → $200K (-$43K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$67.4K |
| 2 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
+$932 |
| 3 |
JP Morgan Chase
New York
|
+$932 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$373 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$85K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.7K |
| 4 |
Morgan Stanley
New York
|
-$104 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Geode Capital Management
Boston,
Massachusetts
| $95K | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $66K | +$67.4K | +3,255 | New |
|
|
3
Morgan Stanley
New York
| $36K | -$104 | -5 | -0.3% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $1K | -$4.7K | -227 | -87% |
|
|
CFA
5
Cahill Financial Advisors
Edina,
Minnesota
| $1K | +$932 | +45 | New |
|
|
6
JP Morgan Chase
New York
| $1K | +$932 | +45 | New |
|
|
7
Invesco
Atlanta,
Georgia
| – | -$85K | -4,033 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$17K | -803 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | +$373 | +18 | New |
|
BGM Hedge Fund Activity: Q3 2021 in Review
7 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in BGM Group Ltd (BGM) for Q3 2021, worth a combined $200K — down 18% from $243K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BGM positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $67.4K. The largest seller was Invesco, exiting entirely with an estimated $85K sold.
- 7 institutional investors held BGM Group Ltd (BGM) as of Q3 2021, up from 5 in Q2 2021.
- Funds reported $200K of BGM Group Ltd stock for Q3 2021, down 18% quarter-over-quarter.
- 4 funds opened new BGM Group Ltd positions in Q3 2021 and 2 closed out, a net change of +2 holders.
- The largest BGM Group Ltd buyer in Q3 2021 was Citadel Advisors, an estimated $67.4K added.
- The largest BGM Group Ltd seller in Q3 2021 was Invesco, an estimated $85K sold.
Based on aggregated 13F filings for Q3 2021.