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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
Simplex Trading
126
Simplex Trading
Illinois
$259K +$229K +24,748 New
TRCT
127
Tower Research Capital (TRC)
New York
$259K +$212K +22,855 +1,285%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$249K -$17.7K -1,915 -7%
ICM
129
IMS Capital Management
Oregon
$247K +$218K +23,550 New
EI
130
Ethic Inc
New York
$246K +$67.2K +7,265 +45%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$241K +$13.9K +1,500 +7%
SEI Investments
132
SEI Investments
Pennsylvania
$240K -$333 -36 -0.2%
Victory Capital Management
133
Victory Capital Management
Texas
$238K +$36.4K +3,938 +21%
Creative Planning
134
Creative Planning
Kansas
$235K +$81.4K +8,796 +65%
IFG
135
Independent Financial Group
California
$229K +$83.3K +9,000 +70%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$228K – – –
ECM
137
Evergreen Capital Management
Washington
$218K +$189K +20,411 New
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$213K – – –
ASRS
139
Arizona State Retirement System
Arizona
$212K -$3.25K -351 -2%
CG
140
Cutler Group
California
$211K +$94.3K +10,187 +103%
TCM
141
Telos Capital Management
California
$209K -$2.42K -261 -1%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$207K -$104K -11,263 -36%
PWP
143
Principle Wealth Partners
Connecticut
$195K – – –
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$191K +$54.3K +5,871 +48%
IRC
145
Investors Research Corp
Georgia
$181K -$29.4K -3,175 -16%
Mariner
146
Mariner
Kansas
$181K +$31.9K +3,446 +25%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$180K – – –
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$178K -$290K -31,365 -65%
Squarepoint
149
Squarepoint
New York
$171K +$151K +16,265 New
NA
150
NewEdge Advisors
Louisiana
$169K -$17.5K -1,887 -10%
4 5
6
7 8

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.