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B&G Foods
BGS

251 hedge funds and large institutions have $562M invested in B&G Foods in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $499M → $562M (+$63.4M)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

1% less funds holding

Funds holding: 253 → 251 (-2)

1.66% less ownership

Funds ownership: 69.73% → 68.07% (-1.7%)

48% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $39.4M

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
90
Reduced
83
Closed
35
Calls
$20.5M
Puts
$39.4M
Net Calls
-$18.9M
Net Calls Change
+$10.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.7M
2
BlackRock
BlackRock
New York
+$12.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$11M
4
American Century Companies
American Century Companies
Missouri
+$4.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.59M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13.1M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.41M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.15M
4
GCP
GSA Capital Partners
United Kingdom
-$3.14M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
226
FinTrust Capital Advisors
South Carolina
$4.51K – – –
TWC
227
TD Waterhouse Canada
Ontario, Canada
$4.22K – – –
IA
228
IFP Advisors
Florida
$4.2K -$2.99K -323 -45%
FWA
229
FSC Wealth Advisors
New York
$4.2K +$3.7K +400 New
AF
230
Allworth Financial
California
$4.02K +$1.73K +187 +95%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$4K – – –
GI
232
Gradient Investments
Minnesota
$3.91K – – –
PTC
233
Private Trust Company
Ohio
$3.67K – – –
BWP
234
Baldwin Wealth Partners
Massachusetts
$3.15K – – –
Russell Investments Group
235
Russell Investments Group
United Kingdom
$3.12K +$814 +88 +42%
MRCM
236
M&R Capital Management
New Jersey
$2.21K – – –
MIM
237
Macroview Investment Management
Maryland
$2.1K – – –
C
238
Covestor
United Kingdom
$2K +$1.34K +145 +1,813%
WT
239
Washington Trust
Rhode Island
$1.78K – – –
ME
240
McIlrath & Eck
Washington
$1.05K – – –
MIA
241
MeadowBrook Investment Advisors
Michigan
$1.05K +$926 +100 New
SIS
242
Sound Income Strategies
Florida
$1.05K +$926 +100 New
FFA
243
Farther Finance Advisors
California
$935 +$824 +89 New
GRP
244
Global Retirement Partners
California
$771 -$1.89K -204 -72%
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$578 – – –
PWMG
246
Private Wealth Management Group
New Jersey
$578 +$509 +55 New
AssetMark Inc
247
AssetMark Inc
California
$504 -$4.6K -497 -91%
JWM
248
Janiczek Wealth Management
Colorado
$420 – – –
FBC
249
Fairfield, Bush & Co
Connecticut
$339 +$296 +32 New
AWM
250
Abound Wealth Management
Tennessee
$168 – – –
8 9
10
11 12

BGS Hedge Fund Activity: Q4 2023 in Review

251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2023, worth a combined $562M — up 13% from $499M a quarter earlier.

Fund positioning in BGS was balanced in Q4 2023: 35 funds opened new positions, 35 closed out, 90 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.7M. The largest seller was Millennium Management, cutting an estimated $13.1M.

  • 251 institutional investors held B&G Foods (BGS) as of Q4 2023, down from 253 in Q3 2023.
  • Funds reported $562M of B&G Foods stock for Q4 2023, up 13% quarter-over-quarter.
  • 35 funds opened new B&G Foods positions in Q4 2023 and 35 closed out, a net change of 0 holders.
  • The largest B&G Foods buyer in Q4 2023 was Morgan Stanley, an estimated $17.7M added.
  • The largest B&G Foods seller in Q4 2023 was Millennium Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.