B&G Foods
BGS
297 hedge funds and large institutions have $1.42B invested in B&G Foods in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 43 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
23% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 80
19% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 43
2% more funds holding
Funds holding: 291 → 297 (+6)
1% more capital invested
Capital invested by funds: $1.41B → $1.42B (+$14.7M)
7% less call options, than puts
Call options by funds: $95.1M | Put options by funds: $102M
3.12% less ownership
Funds ownership: 70.04% → 66.92% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$4.27M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.41M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$3.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$38.7M |
| 2 |
AC
Armistice Capital
New York
|
-$8.95M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$8.05M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.19M |
| 5 |
SG Americas Securities
New York
|
-$6.1M |
BGS Hedge Fund Activity: Q2 2021 in Review
297 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q2 2021, worth a combined $1.42B — up 1% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new BGS positions and 43 closed out — a net gain of 8 holders — while 98 added to existing stakes and 80 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $38.7M sold.
- 297 institutional investors held B&G Foods (BGS) as of Q2 2021, up from 291 in Q1 2021.
- Funds reported $1.42B of B&G Foods stock for Q2 2021, up 1% quarter-over-quarter.
- 51 funds opened new B&G Foods positions in Q2 2021 and 43 closed out, a net change of +8 holders.
- The largest B&G Foods buyer in Q2 2021 was Morgan Stanley, an estimated $11.4M added.
- The largest B&G Foods seller in Q2 2021 was Champlain Investment Partners, an estimated $38.7M sold.
Based on aggregated 13F filings for Q2 2021.