B&G Foods
BGS
287 hedge funds and large institutions have $2.49B invested in B&G Foods in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 86 reducing their positions, and 25 closing their positions.
176% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 25
137% more call options, than puts
Call options by funds: $13M | Put options by funds: $5.5M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
38% more capital invested
Capital invested by funds: $1.8B → $2.49B (+$692M)
17% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 86
17% more funds holding
Funds holding: 246 → 287 (+41)
1.34% less ownership
Funds ownership: 83.81% → 82.46% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$18M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$16.6M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$14.3M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$12.6M |
| 5 |
Goldman Sachs
New York
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$19.3M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$16.7M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$12.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$11.2M |
BGS Hedge Fund Activity: Q2 2016 in Review
287 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q2 2016, worth a combined $2.49B — up 38% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new BGS positions and 25 closed out — a net gain of 44 holders — while 101 added to existing stakes and 86 trimmed.
The largest buyer was Mesirow Financial Investment Management - Fixed Income, adding an estimated $18M. The largest seller was Neuberger Berman Group, cutting an estimated $19.3M.
- 287 institutional investors held B&G Foods (BGS) as of Q2 2016, up from 246 in Q1 2016.
- Funds reported $2.49B of B&G Foods stock for Q2 2016, up 38% quarter-over-quarter.
- 69 funds opened new B&G Foods positions in Q2 2016 and 25 closed out, a net change of +44 holders.
- The largest B&G Foods buyer in Q2 2016 was Mesirow Financial Investment Management - Fixed Income, an estimated $18M added.
- The largest B&G Foods seller in Q2 2016 was Neuberger Berman Group, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2016.