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B&G Foods

269 hedge funds and large institutions have $2.16B invested in B&G Foods in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 68

38% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $9.52M

2.09% more ownership

Funds ownership: 89.1%91.19% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 277269 (-8)

10% less capital invested

Capital invested by funds: $2.39B → $2.16B (-$230M)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

Holders
269
Holders Change
-8
Holders Change %
-2.89%
% of All Funds
6.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
128
Reduced
68
Closed
40
Calls
$13.1M
Puts
$9.52M
Net Calls
+$3.59M
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$49.4K +$58.6K +1,473 New
WOC
227
West Oak Capital
California
$45.1K
DAM
228
Delta Asset Management
Tennessee
$44K
FMA
229
FNY Managed Accounts
New York
$43K +$10.9K +274 +29%
AIM
230
Advantage Investment Management
Iowa
$43K +$40.1K +1,009 +512%
TWA
231
TCI Wealth Advisors
Arizona
$39K
PCP
232
Proficio Capital Partners
Massachusetts
$38K +$6.36K +160 +18%
CFG
233
Citizens Financial Group
Rhode Island
$36K
SEI Investments
234
SEI Investments
Pennsylvania
$36K +$24.5K +616 +156%
SWA
235
Sutton Wealth Advisors
Florida
$31.9K
DADC
236
D.A. Davidson & Co
Montana
$30K -$7.96K -200 -19%
VWA
237
V Wealth Advisors
Kansas
$30K +$34.1K +857 New
Simplex Trading
238
Simplex Trading
Illinois
$28K -$636 -16 -2%
TCOV
239
Trust Company of Vermont
Vermont
$26K
SIM
240
Sonora Investment Management
Arizona
$24.9K
PSUF
241
People's United Financial
Connecticut
$22K +$24.7K +620 New
ASN
242
Advisory Services Network
Georgia
$21K +$1.51K +38 +7%
WT
243
Whittier Trust
California
$20K
PA
244
Parallel Advisors
California
$20K +$1.03K +26 +5%
WA
245
WFG Advisors
Texas
$20K +$22.8K +572 New
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$18K
CSS
247
Cubist Systematic Strategies
Connecticut
$18K +$19.9K +500 New
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$16K -$73K -1,835 -80%
BTIS
249
BB&T Investment Services
North Carolina
$14K
KLWA
250
Kelly Lawrence W & Associates
California
$14K

BGS Hedge Fund Activity: Q2 2017 in Review

269 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q2 2017, worth a combined $2.16B — down 9.6% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BGS and 34 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 128 added.

The largest buyer was Principal Financial Group, adding an estimated $117M. The largest seller was Ranger Investment Management, cutting an estimated $19.9M.

  • 269 institutional investors held B&G Foods (BGS) as of Q2 2017, down from 277 in Q1 2017.
  • Funds reported $2.16B of B&G Foods stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 34 funds opened new B&G Foods positions in Q2 2017 and 40 closed out, a net change of -6 holders.
  • The largest B&G Foods buyer in Q2 2017 was Principal Financial Group, an estimated $117M added.
  • The largest B&G Foods seller in Q2 2017 was Ranger Investment Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2017.