We are live on ! Find out more
BGS icon

B&G Foods

296 hedge funds and large institutions have $1.32B invested in B&G Foods in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 89 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 89

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

2% less funds holding

Funds holding: 301296 (-5)

4.4% less ownership

Funds ownership: 102.66%98.26% (-4.4%)

18% less capital invested

Capital invested by funds: $1.61B → $1.32B (-$294M)

56% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $52.8M

Holders
296
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
6.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
110
Reduced
89
Closed
43
Calls
$23.4M
Puts
$52.8M
Net Calls
-$29.4M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
226
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K +$6.13K +266 +7%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$81.3K
CPA
228
Clear Perspective Advisors
Illinois
$81K +$89.3K +3,873 New
QT
229
Quantbot Technologies
New York
$80K -$676K -29,331 -88%
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$78K
GRP
231
Global Retirement Partners
California
$70K +$75.8K +3,288 +3,288%
GWM
232
Geneos Wealth Management
Colorado
$56K -$6.34K -275 -9%
MOACM
233
Mutual of America Capital Management
New York
$49K +$11K +478 +26%
TPWA
234
TRUE Private Wealth Advisors
Oregon
$44K +$48.4K +2,100 New
OIA
235
Optimum Investment Advisors
Illinois
$42K -$46.1K -2,000 -50%
LIA
236
LS Investment Advisors
Michigan
$41K
NFG
237
Next Financial Group
Texas
$37K +$41.5K +1,800 New
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$35K -$2.31K -100 -6%
WB
239
Webster Bank
Connecticut
$31K -$4.61K -200 -12%
DWM
240
Destination Wealth Management
California
$30K
VCM
241
Versant Capital Management
Arizona
$29K -$16K -694 -33%
PCG
242
Private Capital Group
Connecticut
$27K -$11.7K -509 -37%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$27K
DAM
244
Delta Asset Management
Tennessee
$26K
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$24K +$9.06K +393 +51%
Fidelity Investments
246
Fidelity Investments
Massachusetts
$23K +$1.71K +74 +7%
KCPG
247
Kavar Capital Partners Group
Kansas
$23K +$25.4K +1,100 New
CFG
248
Citizens Financial Group
Rhode Island
$21K
FHA
249
Flagship Harbor Advisors
Massachusetts
$21K
SF
250
Synovus Financial
Georgia
$21K

BGS Hedge Fund Activity: Q2 2019 in Review

296 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q2 2019, worth a combined $1.32B — down 18% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BGS positions and 43 closed out — a net gain of 1 holder — while 110 added to existing stakes and 89 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $35.8M. The largest seller was Principal Financial Group, cutting an estimated $66.3M.

  • 296 institutional investors held B&G Foods (BGS) as of Q2 2019, down from 301 in Q1 2019.
  • Funds reported $1.32B of B&G Foods stock for Q2 2019, down 18% quarter-over-quarter.
  • 44 funds opened new B&G Foods positions in Q2 2019 and 43 closed out, a net change of +1 holder.
  • The largest B&G Foods buyer in Q2 2019 was AssetMark Inc, an estimated $35.8M added.
  • The largest B&G Foods seller in Q2 2019 was Principal Financial Group, an estimated $66.3M sold.

Based on aggregated 13F filings for Q2 2019.