B&G Foods
BGS
255 hedge funds and large institutions have $619M invested in B&G Foods in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 31 closing their positions.
19% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 31
10% more capital invested
Capital invested by funds: $562M → $619M (+$56.9M)
2% more funds holding
Funds holding: 251 → 255 (+4)
4% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 82
0.22% more ownership
Funds ownership: 68.07% → 68.29% (+0.22%)
42% less call options, than puts
Call options by funds: $16.6M | Put options by funds: $28.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.34M |
| 2 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$6.03M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.49M |
| 4 |
Renaissance Technologies
New York
|
+$4.53M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$2.58M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$2.56M |
BGS Hedge Fund Activity: Q1 2024 in Review
255 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q1 2024, worth a combined $619M — up 10% from $562M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BGS positions and 31 closed out — a net gain of 6 holders — while 85 added to existing stakes and 82 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $9.34M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.
- 255 institutional investors held B&G Foods (BGS) as of Q1 2024, up from 251 in Q4 2023.
- Funds reported $619M of B&G Foods stock for Q1 2024, up 10% quarter-over-quarter.
- 37 funds opened new B&G Foods positions in Q1 2024 and 31 closed out, a net change of +6 holders.
- The largest B&G Foods buyer in Q1 2024 was Balyasny Asset Management, an estimated $9.34M added.
- The largest B&G Foods seller in Q1 2024 was Morgan Stanley, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2024.