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B&G Foods
BGS

268 hedge funds and large institutions have $516M invested in B&G Foods in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

17% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 81

3% more funds holding

Funds holding: 261 → 268 (+7)

1.42% more ownership

Funds ownership: 64.31% → 65.73% (+1.4%)

24% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $21.5M

32% less capital invested

Capital invested by funds: $761M → $516M (-$245M)

Holders
268
Holders Change
+7
Holders Change %
+2.68%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
95
Reduced
81
Closed
37
Calls
$16.5M
Puts
$21.5M
Net Calls
-$5.07M
Net Calls Change
+$33.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.96M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.91M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$8.42M
4
Marshall Wace
Marshall Wace
United Kingdom
+$8.29M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$14.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.04M
3
Victory Capital Management
Victory Capital Management
Texas
-$7.11M
4
CM
Capital Management
Virginia
-$6.76M
5
AMH
Apollo Management Holdings
New York
-$4.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$273K +$51.8K +3,725 +18%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$266K +$1.15K +83 +0.3%
EGM
128
Engineers Gate Manager
New York
$256K -$192K -13,827 -38%
EFS
129
Essex Financial Services
Connecticut
$256K +$118K +8,468 +58%
RB
130
Rodgers Brothers
Pennsylvania
$248K -$10.4K -750 -3%
E
131
Ergoteles
New York
$245K +$306K +22,002 New
SEI Investments
132
SEI Investments
Pennsylvania
$233K +$291K +20,915 New
IRC
133
Investors Research Corp
Georgia
$229K -$4.52K -325 -2%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$228K – – –
ASRS
135
Arizona State Retirement System
Arizona
$225K +$20.9K +1,504 +8%
TCM
136
Telos Capital Management
California
$222K +$62.4K +4,485 +29%
TC
137
Truvestments Capital
Florida
$217K -$463K -33,294 -63%
MA
138
Mutual Advisors
Nebraska
$207K -$40.4K -2,902 -13%
AAS
139
Avantax Advisory Services
Texas
$201K +$40.4K +2,907 +19%
WSC
140
Wellington Shields & Co
New York
$196K -$41.7K -3,000 -15%
Creative Planning
141
Creative Planning
Kansas
$187K +$233K +16,780 New
MHS
142
M Holdings Securities
Oregon
$186K -$93.7K -6,739 -29%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$186K +$46.8K +3,362 +25%
RIA
144
Regal Investment Advisors
Michigan
$184K -$61K -4,390 -21%
SPC
145
Sigma Planning Corp
Michigan
$179K -$33K -2,376 -13%
CT
146
Chicago Trust
Illinois
$173K – – –
CIAS
147
Capital Investment Advisory Services
North Carolina
$172K -$709 -51 -0.3%
NCM
148
NCM Capital Management
New Jersey
$170K +$68.2K +4,903 +48%
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$169K +$210K +15,119 New
MOACM
150
Mutual of America Capital Management
New York
$167K +$10.6K +762 +5%
4 5
6
7 8

BGS Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2022, worth a combined $516M — down 32% from $761M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BGS positions and 37 closed out — a net gain of 13 holders — while 95 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $9.96M. The largest seller was State Street, cutting an estimated $14.7M.

  • 268 institutional investors held B&G Foods (BGS) as of Q4 2022, up from 261 in Q3 2022.
  • Funds reported $516M of B&G Foods stock for Q4 2022, down 32% quarter-over-quarter.
  • 50 funds opened new B&G Foods positions in Q4 2022 and 37 closed out, a net change of +13 holders.
  • The largest B&G Foods buyer in Q4 2022 was BlackRock, an estimated $9.96M added.
  • The largest B&G Foods seller in Q4 2022 was State Street, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2022.