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B&G Foods
BGS

253 hedge funds and large institutions have $499M invested in B&G Foods in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

8% more funds holding

Funds holding: 234 → 253 (+19)

6.02% more ownership

Funds ownership: 63.71% → 69.73% (+6%)

15% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 94

22% less capital invested

Capital invested by funds: $641M → $499M (-$142M)

65% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $45.6M

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
80
Reduced
94
Closed
19
Calls
$15.9M
Puts
$45.6M
Net Calls
-$29.7M
Net Calls Change
+$19.8M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$9.62M
2
Millennium Management
Millennium Management
New York
+$8.9M
3
Invesco
Invesco
Georgia
+$5.68M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.03M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.11M
2
Bank of America
Bank of America
North Carolina
-$3.87M
3
Morgan Stanley
Morgan Stanley
New York
-$3.08M
4
CA
Cetera Advisors
Colorado
-$2.62M
5
Goldman Sachs
Goldman Sachs
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
226
Antonetti Capital Management
Florida
$3.63K – – –
PTC
227
Private Trust Company
Ohio
$3.46K – – –
LC
228
Lindbrook Capital
California
$3.31K -$9.83K -793 -70%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$3.12K -$5.65K -456 -59%
BTI
230
Blue Trust Inc
Georgia
$3K -$508 -41 -15%
BWP
231
Baldwin Wealth Partners
Massachusetts
$2.97K – – –
GRP
232
Global Retirement Partners
California
$2.41K -$707 -57 -17%
MRCM
233
M&R Capital Management
New Jersey
$2.08K – – –
Russell Investments Group
234
Russell Investments Group
United Kingdom
$2.07K -$23.3K -1,880 -90%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$2K – – –
Bessemer Group
236
Bessemer Group
New Jersey
$2K +$1.77K +143 +154%
MIM
237
Macroview Investment Management
Maryland
$1.98K +$2.48K +200 New
AF
238
Allworth Financial
California
$1.94K -$15.7K -1,269 -87%
WT
239
Washington Trust
Rhode Island
$1.68K – – –
PFBT
240
Parkside Financial Bank & Trust
Missouri
$1.43K -$1.55K -125 -46%
HNB
241
Huntington National Bank
Ohio
$1.42K -$942 -76 -35%
EWA
242
EverSource Wealth Advisors
Alabama
$1.39K -$3.06K -247 -64%
BWM
243
Baystate Wealth Management
Massachusetts
$1.11K +$12 +1 +0.9%
GWS
244
Glassman Wealth Services
Virginia
$989 -$657 -53 -35%
ME
245
McIlrath & Eck
Washington
$989 – – –
MCM
246
Manchester Capital Management
Vermont
$831 – – –
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$544 – – –
CWA
248
Carolina Wealth Advisors
South Carolina
$494 – – –
JWM
249
Janiczek Wealth Management
Colorado
$396 +$496 +40 New
MHR
250
Matthew Hamilton Rosenberg
$198 – – –
7 8 9
10
11

BGS Hedge Fund Activity: Q3 2023 in Review

253 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q3 2023, worth a combined $499M — down 22% from $641M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BGS positions and 19 closed out — a net gain of 20 holders — while 80 added to existing stakes and 94 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $9.62M. The largest seller was BlackRock, cutting an estimated $5.11M.

  • 253 institutional investors held B&G Foods (BGS) as of Q3 2023, up from 234 in Q2 2023.
  • Funds reported $499M of B&G Foods stock for Q3 2023, down 22% quarter-over-quarter.
  • 39 funds opened new B&G Foods positions in Q3 2023 and 19 closed out, a net change of +20 holders.
  • The largest B&G Foods buyer in Q3 2023 was Marshall Wace, an estimated $9.62M added.
  • The largest B&G Foods seller in Q3 2023 was BlackRock, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2023.