We are live on ! Find out more
BGS icon

B&G Foods

291 hedge funds and large institutions have $1.41B invested in B&G Foods in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 115 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.4B → $1.41B (+$7.52M)

5% less funds holding

Funds holding: 307291 (-16)

7.58% less ownership

Funds ownership: 77.62%70.04% (-7.6%)

25% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 60

26% less call options, than puts

Call options by funds: $86.5M | Put options by funds: $116M

26% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
291
Holders Change
-16
Holders Change %
-5.21%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
45
Increased
85
Reduced
115
Closed
60
Calls
$86.5M
Puts
$116M
Net Calls
-$29.9M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
326
IMS Capital Management
Oregon
-$240K -8,650 Closed
I2I
327
Insight 2811 Inc
Illinois
-$235K -8,475 Closed
MIH
328
Meitav Investment House
Israel
-$221K -7,961 Closed
DA
329
Doliver Advisors
Texas
-$206K -7,435 Closed
Simplex Trading
330
Simplex Trading
Illinois
-$217K -6,905 Closed
PHK
331
Point72 Hong Kong
Hong Kong
-$149K -5,385 Closed
LGA
332
Lebenthal Global Advisors
New York
-$117K -4,252 Closed
TPWA
333
TRUE Private Wealth Advisors
Oregon
-$65K -2,310 Closed
FTDI
334
First Trust Direct Indexing
Massachusetts
-$64K -2,290 Closed
PFO
335
Pathstone Family Office
New Jersey
-$58K -2,100 Closed
Lazard Asset Management
336
Lazard Asset Management
New York
-$37K -1,336 Closed
PWPS
337
Pinnacle Wealth Planning Services
Ohio
-$32K -1,165 Closed
JWA
338
JFS Wealth Advisors
Pennsylvania
-$28K -1,000 Closed
OIA
339
Optimum Investment Advisors
Illinois
-$28K -1,000 Closed
VCG
340
Vantage Consulting Group
Virginia
-$27K -966 Closed
DAC
341
Dividend Assets Capital
South Carolina
-$10K -350 Closed
CA
342
Clearstead Advisors
Ohio
-$6K -200 Closed
CCA
343
Childress Capital Advisors
Texas
-$5K -180 Closed
TWM
344
Tradition Wealth Management
Minnesota
-$4K -130 Closed
HGWM
345
Harvest Group Wealth Management
Massachusetts
-$3K -102 Closed
OIM
346
Oder Investment Management
California
-$3K -101 Closed
VFA
347
Valeo Financial Advisors
Indiana
-$1K -45 Closed
CFGS
348
Concourse Financial Group Securities
Alabama
-$1.23K -39 Closed
MAM
349
Meeder Asset Management
Ohio
-$252 -8 -50%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
+$440 +14 New

BGS Hedge Fund Activity: Q1 2021 in Review

291 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q1 2021, worth a combined $1.41B — up 0.54% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of BGS and 45 opened new positions — a net loss of 15 holders — while 115 trimmed existing stakes and 85 added.

The largest buyer was State Street, adding an estimated $20.6M. The largest seller was Mirae Asset Global Investments, cutting an estimated $43M.

  • 291 institutional investors held B&G Foods (BGS) as of Q1 2021, down from 307 in Q4 2020.
  • Funds reported $1.41B of B&G Foods stock for Q1 2021, up 0.54% quarter-over-quarter.
  • 45 funds opened new B&G Foods positions in Q1 2021 and 60 closed out, a net change of -15 holders.
  • The largest B&G Foods buyer in Q1 2021 was State Street, an estimated $20.6M added.
  • The largest B&G Foods seller in Q1 2021 was Mirae Asset Global Investments, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2021.