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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
AWM
251
Abound Wealth Management
Tennessee
$159 – – –
ECM
252
Everence Capital Management
Indiana
$149 +$187K +15,050 New
CA
253
Cetera Advisors
Colorado
– -$2.62M -188,536 Closed
HSA
254
Hussman Strategic Advisors
Maryland
– -$1.73M -124,000 Closed
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
– -$1.2M -86,101 Closed
Squarepoint
256
Squarepoint
New York
– -$976K -70,100 Closed
PWS
257
Peloton Wealth Strategists
Indiana
– -$578K -41,550 Closed
Corient Private Wealth
258
Corient Private Wealth
Florida
– -$370K -26,614 Closed
LS
259
Livforsakringsbolaget Skandia
Sweden
– -$373K -26,500 Closed
PFO
260
Pathstone Family Office
New Jersey
– -$237K -17,034 Closed
VAS
261
Vestmark Advisory Solutions
Massachusetts
– -$193K -13,891 Closed
BAM
262
Belpointe Asset Management
Nevada
– -$180K -12,965 Closed
RPCONE
263
Retirement Planning Company of New England
Rhode Island
– -$177K -12,744 Closed
SIC
264
Salem Investment Counselors
North Carolina
– -$15.5K -1,099 Closed
GWSG
265
GPS Wealth Strategies Group
Colorado
– -$5.79K -416 Closed
AWM
266
AllSquare Wealth Management
New York
– -$5.16K -400 Closed
WSCM
267
Wellington Shields Capital Management
New York
– -$5.57K -400 Closed
RTL
268
Red Tortoise LLC
Georgia
– -$1.59K -114 Closed
CWA
269
Clearview Wealth Advisors
Oregon
– -$1.03K -74 Closed
FBC
270
Fairfield, Bush & Co
Connecticut
– -$433 -31 Closed
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
– -$149 -12 Closed
C
272
Covestor
United Kingdom
– -$50 -4 -33%
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.