B&G Foods
BGS
314 hedge funds and large institutions have $1.23B invested in B&G Foods in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 36 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 85
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
1% more funds holding
Funds holding: 310 → 314 (+4)
2.71% less ownership
Funds ownership: 69.03% → 66.32% (-2.7%)
11% less capital invested
Capital invested by funds: $1.38B → $1.23B (-$150M)
34% less call options, than puts
Call options by funds: $51.5M | Put options by funds: $78.2M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$22.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$18.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.87M |
| 5 |
State Street
Boston,
Massachusetts
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IM
Islet Management
New York
|
-$29M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$18.5M |
| 3 |
Goldman Sachs
New York
|
-$7.71M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$7.16M |
| 5 |
CM
Capital Management
Glen Allen,
Virginia
|
-$6.29M |
BGS Hedge Fund Activity: Q1 2022 in Review
314 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q1 2022, worth a combined $1.23B — down 11% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BGS positions and 36 closed out — a net gain of 7 holders — while 113 added to existing stakes and 85 trimmed.
The largest buyer was Millennium Management, adding an estimated $22.4M. The largest seller was Islet Management, exiting entirely with an estimated $29M sold.
- 314 institutional investors held B&G Foods (BGS) as of Q1 2022, up from 310 in Q4 2021.
- Funds reported $1.23B of B&G Foods stock for Q1 2022, down 11% quarter-over-quarter.
- 43 funds opened new B&G Foods positions in Q1 2022 and 36 closed out, a net change of +7 holders.
- The largest B&G Foods buyer in Q1 2022 was Millennium Management, an estimated $22.4M added.
- The largest B&G Foods seller in Q1 2022 was Islet Management, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2022.