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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
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$3.21M +$4.03M +324,665 New
GCP
27
GSA Capital Partners
United Kingdom
$3.14M +$2.99M +240,943 +313%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$3.12M +$3.56M +287,017 +1,009%
Ameriprise
29
Ameriprise
Minnesota
$2.93M -$401K -32,351 -10%
Federated Hermes
30
Federated Hermes
Pennsylvania
$2.63M +$1.45M +116,587 +78%
FP
31
Foundry Partners
Minnesota
$2.54M +$357K +28,825 +13%
WAM
32
Wolverine Asset Management
Illinois
$2.4M +$2.39M +192,411 +386%
Wells Fargo
33
Wells Fargo
California
$2.37M -$325K -26,199 -10%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.32M -$313K -25,212 -10%
Prudential Financial
35
Prudential Financial
New Jersey
$2.15M +$1.6M +128,705 +145%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.08M -$54.1K -4,362 -2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2M -$145K -11,713 -5%
Stifel Financial
38
Stifel Financial
Missouri
$1.97M +$692K +55,778 +39%
N
39
Nuveen
North Carolina
$1.9M -$347 -28 -0%
AAM
40
Advisors Asset Management
Colorado
$1.9M -$1.75M -140,942 -42%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.89M +$1.79M +144,195 +307%
Bank of America
42
Bank of America
North Carolina
$1.89M -$3.87M -311,918 -62%
PP
43
PDT Partners
New York
$1.65M +$2.06M +166,378 New
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.57M +$27.3K +2,200 +1%
MC
45
Maverick Capital
Texas
$1.53M +$787K +63,497 +70%
Axa
46
Axa
France
$1.47M +$1.84M +148,700 New
CS
47
Credit Suisse
Switzerland
$1.47M -$196K -15,774 -10%
AG
48
Algert Global
California
$1.41M -$132K -10,630 -7%
RPSA
49
Richard P. Slaughter Associates
Texas
$1.27M +$506K +40,779 +47%
LPL Financial
50
LPL Financial
California
$1.18M -$524K -42,244 -26%
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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.