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B&G Foods
BGS

277 hedge funds and large institutions have $2.39B invested in B&G Foods in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 119 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 85

2.83% more ownership

Funds ownership: 86.28% → 89.1% (+2.8%)

6% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $12.2M

5% less capital invested

Capital invested by funds: $2.51B → $2.39B (-$125M)

5% less funds holding

Funds holding: 292 → 277 (-15)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
277
Holders Change
-15
Holders Change %
-5.14%
% of All Funds
6.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
119
Reduced
85
Closed
37
Calls
$12.9M
Puts
$12.2M
Net Calls
+$674K
Net Calls Change
-$6.59M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$341M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
3
FIM
Foresters Investment Management
New York
+$17.3M
4
EAM
Edge Asset Management
Washington
+$13.2M
5
O
OppenheimerFunds
New York
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$36.9M
2
GKIM
GW&K Investment Management
Massachusetts
-$23.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.98M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9.45M
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$7.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
301
Orleans Capital Management
Louisiana
– -$201K -4,600 Closed
MA
302
MUFG Americas
New York
– -$190K -4,333 Closed
OSAM
303
O'Shaughnessy Asset Management
Connecticut
– -$155K -3,529 Closed
QT
304
Quantbot Technologies
New York
– -$149K -3,423 Closed
FA
305
Friess Associates
Delaware
– -$83K -1,903 Closed
PCM
306
Prelude Capital Management
New York
– -$37K -854 Closed
HR
307
Howe & Rusling
New York
– -$19K -445 Closed
OFW
308
Omnia Family Wealth
Florida
– -$12K -277 Closed
WA
309
WFG Advisors
Texas
– -$10K -228 Closed
SPIA
310
Steward Partners Investment Advisory
New York
– -$5K -126 Closed
HCM
311
Herndon Capital Management
Georgia
– -$5K -109 Closed
AWM
312
Avior Wealth Management
Nebraska
– -$2K -56 Closed
YWP
313
YorkBridge Wealth Partners
New York
– -$1K -28 Closed
WTB
314
Washington Trust Bank
Washington
– -$1K -17 Closed
9 10 11 12
13

BGS Hedge Fund Activity: Q1 2017 in Review

277 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q1 2017, worth a combined $2.39B — down 5% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of BGS and 29 opened new positions — a net loss of 8 holders — while 85 trimmed existing stakes and 119 added.

The largest buyer was BlackRock, adding an estimated $341M. The largest seller was Victory Capital Management, cutting an estimated $36.9M.

  • 277 institutional investors held B&G Foods (BGS) as of Q1 2017, down from 292 in Q4 2016.
  • Funds reported $2.39B of B&G Foods stock for Q1 2017, down 5% quarter-over-quarter.
  • 29 funds opened new B&G Foods positions in Q1 2017 and 37 closed out, a net change of -8 holders.
  • The largest B&G Foods buyer in Q1 2017 was BlackRock, an estimated $341M added.
  • The largest B&G Foods seller in Q1 2017 was Victory Capital Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2017.