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B&G Foods
BGS

234 hedge funds and large institutions have $641M invested in B&G Foods in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% less ownership

Funds ownership: 64.7% → 63.71% (-0.99%)

8% less funds holding

Funds holding: 253 → 234 (-19)

11% less capital invested

Capital invested by funds: $719M → $641M (-$77.8M)

44% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 102

47% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 38

70% less call options, than puts

Call options by funds: $21M | Put options by funds: $70.6M

Holders
234
Holders Change
-19
Holders Change %
-7.51%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
57
Reduced
102
Closed
38
Calls
$21M
Puts
$70.6M
Net Calls
-$49.6M
Net Calls Change
-$10.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$10.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$6.26M
3
FP
Foundry Partners
Minnesota
+$3.28M
4
Bank of America
Bank of America
North Carolina
+$3.22M
5
Goldman Sachs
Goldman Sachs
New York
+$3.17M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.54M
4
BlackRock
BlackRock
New York
-$3.23M
5
Asset Management One
Asset Management One
Japan
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$1K +$1.34K +93 New
FMII
227
Farmers & Merchants Investments Inc
Nebraska
$766 – – –
CWA
228
Carolina Wealth Advisors
South Carolina
$696 – – –
FBC
229
Fairfield, Bush & Co
Connecticut
$433 +$446 +31 New
MHR
230
Matthew Hamilton Rosenberg
$278 – – –
AssetMark Inc
231
AssetMark Inc
California
$237 – – –
AWM
232
Abound Wealth Management
Tennessee
$223 +$230 +16 New
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$167 – – –
FCA
234
FinTrust Capital Advisors
South Carolina
$3 – – –
Balyasny Asset Management
235
Balyasny Asset Management
Illinois
– -$3.59M -231,121 Closed
Asset Management One
236
Asset Management One
Japan
– -$3.02M -194,765 Closed
Marshall Wace
237
Marshall Wace
United Kingdom
– -$2.38M -153,113 Closed
TI
238
Trexquant Investment
Connecticut
– -$2.27M -145,861 Closed
First Trust Advisors
239
First Trust Advisors
Illinois
– -$1.87M -120,701 Closed
GCM
240
Greenland Capital Management
New York
– -$1.58M -101,778 Closed
OQS
241
Occudo Quantitative Strategies
Florida
– -$1.31M -84,486 Closed
SSA
242
Schonfeld Strategic Advisors
New York
– -$663K -42,700 Closed
CSS
243
Cubist Systematic Strategies
Connecticut
– -$566K -39,310 Closed
AAS
244
Ameritas Advisory Services
Nebraska
– -$595K -38,825 Closed
BCM
245
Bayesian Capital Management
New York
– -$524K -33,756 Closed
SFI
246
Susquehanna Fundamental Investments
Pennsylvania
– -$361K -23,241 Closed
CAN
247
Cetera Advisor Networks
California
– -$300K -19,327 Closed
MA
248
Mutual Advisors
Nebraska
– -$277K -17,817 Closed
SEC
249
Seven Eight Capital
New York
– -$276K -17,786 Closed
MHS
250
M Holdings Securities
Oregon
– -$245K -15,756 Closed
7 8 9
10
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BGS Hedge Fund Activity: Q2 2023 in Review

234 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q2 2023, worth a combined $641M — down 11% from $719M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BGS and 20 opened new positions — a net loss of 18 holders — while 102 trimmed existing stakes and 57 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $10.5M. The largest seller was Citadel Advisors, cutting an estimated $5.1M.

  • 234 institutional investors held B&G Foods (BGS) as of Q2 2023, down from 253 in Q1 2023.
  • Funds reported $641M of B&G Foods stock for Q2 2023, down 11% quarter-over-quarter.
  • 20 funds opened new B&G Foods positions in Q2 2023 and 38 closed out, a net change of -18 holders.
  • The largest B&G Foods buyer in Q2 2023 was Millennium Management, an estimated $10.5M added.
  • The largest B&G Foods seller in Q2 2023 was Citadel Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q2 2023.