We are live on ! Find out more
BGS icon

B&G Foods
BGS

251 hedge funds and large institutions have $562M invested in B&G Foods in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $499M → $562M (+$63.4M)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

1% less funds holding

Funds holding: 253 → 251 (-2)

1.66% less ownership

Funds ownership: 69.73% → 68.07% (-1.7%)

48% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $39.4M

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
90
Reduced
83
Closed
35
Calls
$20.5M
Puts
$39.4M
Net Calls
-$18.9M
Net Calls Change
+$10.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.7M
2
BlackRock
BlackRock
New York
+$12.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$11M
4
American Century Companies
American Century Companies
Missouri
+$4.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.59M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13.1M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.41M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.15M
4
GCP
GSA Capital Partners
United Kingdom
-$3.14M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$470K -$9.35K -1,010 -2%
Comerica Bank
102
Comerica Bank
Texas
$462K +$33.8K +3,648 +9%
KIA
103
Kraematon Investment Advisors
Massachusetts
$451K -$85.4K -9,226 -18%
IAMOG
104
Investors Asset Management of Georgia
Georgia
$429K -$575K -62,130 -60%
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$418K -$43K -4,650 -10%
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$413K +$23.1K +2,500 +7%
AAM
107
Advisors Asset Management
Colorado
$411K -$1.41M -152,638 -80%
AIG
108
American International Group
New York
$410K -$278 -30 -0.1%
YCM
109
Yousif Capital Management
Michigan
$406K +$24.2K +2,615 +7%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$391K -$528 -57 -0.2%
MIM
111
MetLife Investment Management
New Jersey
$391K – – –
EFS
112
Essex Financial Services
Connecticut
$383K +$30.8K +3,323 +10%
CC
113
Corton Capital
Ontario, Canada
$383K +$162K +17,547 +93%
AAS
114
Ameritas Advisory Services
Nebraska
$370K -$108K -11,643 -25%
YIH
115
Y-Intercept (HK)
Hong Kong
$363K +$320K +34,565 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$353K +$301K +32,527 New
GC
117
Guggenheim Capital
Illinois
$340K +$65K +7,021 +28%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$304K -$298K -32,178 -53%
MSRPS
119
Maryland State Retirement & Pension System
Maryland
$300K +$18K +1,948 +7%
AB
120
Amalgamated Bank
New York
$300K -$6.22K -672 -2%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$289K – – –
CAM
122
Creekmur Asset Management
Illinois
$288K +$254K +27,415 New
KAS
123
Kestra Advisory Services
Texas
$281K -$13.6K -1,469 -5%
Millennium Management
124
Millennium Management
New York
$279K -$13.1M -1,420,089 -98%
AWM
125
AE Wealth Management
Kansas
$273K -$439K -47,414 -64%
3 4
5
6 7

BGS Hedge Fund Activity: Q4 2023 in Review

251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2023, worth a combined $562M — up 13% from $499M a quarter earlier.

Fund positioning in BGS was balanced in Q4 2023: 35 funds opened new positions, 35 closed out, 90 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.7M. The largest seller was Millennium Management, cutting an estimated $13.1M.

  • 251 institutional investors held B&G Foods (BGS) as of Q4 2023, down from 253 in Q3 2023.
  • Funds reported $562M of B&G Foods stock for Q4 2023, up 13% quarter-over-quarter.
  • 35 funds opened new B&G Foods positions in Q4 2023 and 35 closed out, a net change of 0 holders.
  • The largest B&G Foods buyer in Q4 2023 was Morgan Stanley, an estimated $17.7M added.
  • The largest B&G Foods seller in Q4 2023 was Millennium Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.