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B&G Foods
BGS

268 hedge funds and large institutions have $516M invested in B&G Foods in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

17% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 81

3% more funds holding

Funds holding: 261 → 268 (+7)

1.42% more ownership

Funds ownership: 64.31% → 65.73% (+1.4%)

24% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $21.5M

32% less capital invested

Capital invested by funds: $761M → $516M (-$245M)

Holders
268
Holders Change
+7
Holders Change %
+2.68%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
95
Reduced
81
Closed
37
Calls
$16.5M
Puts
$21.5M
Net Calls
-$5.07M
Net Calls Change
+$33.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.96M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.91M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$8.42M
4
Marshall Wace
Marshall Wace
United Kingdom
+$8.29M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$14.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.04M
3
Victory Capital Management
Victory Capital Management
Texas
-$7.11M
4
CM
Capital Management
Virginia
-$6.76M
5
AMH
Apollo Management Holdings
New York
-$4.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
226
Winch Advisory Services
Wisconsin
$6K +$195 +14 +3%
AWM
227
AllSquare Wealth Management
New York
$4.46K – – –
EWA
228
EverSource Wealth Advisors
Alabama
$4.32K +$5.38K +387 New
NC
229
NewSquare Capital
Pennsylvania
$4.24K +$5.29K +380 New
SPIA
230
Steward Partners Investment Advisory
New York
$4.06K -$2.91K -209 -36%
PTC
231
Private Trust Company
Ohio
$4K -$6.95K -500 -59%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$4K – – –
HGERS
233
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
BTI
234
Blue Trust Inc
Georgia
$4K +$1.58K +114 +100%
GRP
235
Global Retirement Partners
California
$3.69K -$26.7K -1,919 -85%
GI
236
Gradient Investments
Minnesota
$3.54K – – –
QL
237
Quarry LP
New York
$3.51K +$4.38K +315 New
BWP
238
Baldwin Wealth Partners
Massachusetts
$3.35K +$4.17K +300 New
FWA
239
Freedom Wealth Alliance
Wisconsin
$3.35K +$4.17K +300 New
PFG
240
Piershale Financial Group
Illinois
$2.96K +$3.69K +265 New
AF
241
Advisornet Financial
Minnesota
$2.78K +$14 +1 +0.4%
MRCM
242
M&R Capital Management
New Jersey
$2.34K – – –
CSPAM
243
Cary Street Partners Asset Management
Virginia
$2.23K – – –
Bessemer Group
244
Bessemer Group
New Jersey
$2K -$1.72K -124 -41%
TSWM
245
Tyler-Stone Wealth Management
Ohio
$2K – – –
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.78K +128 +914%
C
247
Covestor
United Kingdom
$2K +$2.71K +195 New
WT
248
Washington Trust
Rhode Island
$1.9K -$27.8K -2,000 -92%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$1.48K – – –
GWS
250
Glassman Wealth Services
Virginia
$1.3K +$236 +17 +17%
8 9
10
11 12

BGS Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2022, worth a combined $516M — down 32% from $761M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BGS positions and 37 closed out — a net gain of 13 holders — while 95 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $9.96M. The largest seller was State Street, cutting an estimated $14.7M.

  • 268 institutional investors held B&G Foods (BGS) as of Q4 2022, up from 261 in Q3 2022.
  • Funds reported $516M of B&G Foods stock for Q4 2022, down 32% quarter-over-quarter.
  • 50 funds opened new B&G Foods positions in Q4 2022 and 37 closed out, a net change of +13 holders.
  • The largest B&G Foods buyer in Q4 2022 was BlackRock, an estimated $9.96M added.
  • The largest B&G Foods seller in Q4 2022 was State Street, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2022.