B&G Foods
BGS
281 hedge funds and large institutions have $1.49B invested in B&G Foods in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 85 reducing their positions, and 65 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 85
3.22% less ownership
Funds ownership: 97.26% → 94.03% (-3.2%)
10% less funds holding
Funds holding: 311 → 281 (-30)
24% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $16.8M
34% less capital invested
Capital invested by funds: $2.27B → $1.49B (-$779M)
42% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 65
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.9M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$23.3M |
| 3 |
AIM
Assured Investment Management
New York
|
+$9.82M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$8.14M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$38.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.2M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$19.8M |
| 4 |
Goldman Sachs
New York
|
-$19.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$16.1M |
BGS Hedge Fund Activity: Q1 2018 in Review
281 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q1 2018, worth a combined $1.49B — down 34% from $2.27B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of BGS and 38 opened new positions — a net loss of 27 holders — while 85 trimmed existing stakes and 117 added.
The largest buyer was Wellington Management Group, adding an estimated $40.9M. The largest seller was OppenheimerFunds, cutting an estimated $38.1M.
- 281 institutional investors held B&G Foods (BGS) as of Q1 2018, down from 311 in Q4 2017.
- Funds reported $1.49B of B&G Foods stock for Q1 2018, down 34% quarter-over-quarter.
- 38 funds opened new B&G Foods positions in Q1 2018 and 65 closed out, a net change of -27 holders.
- The largest B&G Foods buyer in Q1 2018 was Wellington Management Group, an estimated $40.9M added.
- The largest B&G Foods seller in Q1 2018 was OppenheimerFunds, an estimated $38.1M sold.
Based on aggregated 13F filings for Q1 2018.