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B&G Foods
BGS

253 hedge funds and large institutions have $499M invested in B&G Foods in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

8% more funds holding

Funds holding: 234 → 253 (+19)

6.02% more ownership

Funds ownership: 63.71% → 69.73% (+6%)

15% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 94

22% less capital invested

Capital invested by funds: $641M → $499M (-$142M)

65% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $45.6M

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
80
Reduced
94
Closed
19
Calls
$15.9M
Puts
$45.6M
Net Calls
-$29.7M
Net Calls Change
+$19.8M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$9.62M
2
Millennium Management
Millennium Management
New York
+$8.9M
3
Invesco
Invesco
Georgia
+$5.68M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.03M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.11M
2
Bank of America
Bank of America
North Carolina
-$3.87M
3
Morgan Stanley
Morgan Stanley
New York
-$3.08M
4
CA
Cetera Advisors
Colorado
-$2.62M
5
Goldman Sachs
Goldman Sachs
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$162K +$51.5K +4,152 +35%
CC
152
Centiva Capital
New York
$160K -$20.7K -1,668 -9%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$160K -$95.4K -7,691 -32%
EI
154
Ethic Inc
New York
$160K -$81K -6,530 -29%
SBWIC
155
Schaper Benz & Wise Investment Counsel
Wisconsin
$156K -$224K -18,100 -53%
AAS
156
Avantax Advisory Services
Texas
$152K +$558 +45 +0.3%
Capstone Investment Advisors
157
Capstone Investment Advisors
New York
$146K +$184K +14,803 New
NCM
158
NCM Capital Management
New Jersey
$142K -$4.93K -398 -3%
Mariner
159
Mariner
Kansas
$137K +$171K +13,818 New
ONB
160
Old National Bancorp
Indiana
$136K – – –
Creative Planning
161
Creative Planning
Kansas
$134K -$105K -8,473 -38%
SWM
162
SeaCrest Wealth Management
New York
$133K +$167K +13,470 New
IFG
163
Independent Financial Group
California
$127K +$24.4K +1,969 +18%
DFCM
164
Dark Forest Capital Management
Puerto Rico
$126K -$84.6K -6,823 -35%
MOACM
165
Mutual of America Capital Management
New York
$125K -$17.8K -1,433 -10%
WJWM
166
Williams Jones Wealth Management
New York
$122K – – –
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$122K -$105K -8,464 -41%
FIM
168
FWL Investment Management
Texas
$119K -$166K -13,390 -53%
CA
169
Continuum Advisory
Idaho
$119K -$49.6K -4,000 -25%
KCFA
170
Key Client Fiduciary Advisors
New Jersey
$118K -$30.7K -2,472 -17%
I
171
InceptionR
California
$118K +$148K +11,938 New
Baird Financial Group
172
Baird Financial Group
Wisconsin
$118K -$974K -78,556 -87%
LCM
173
Landscape Capital Management
New Jersey
$115K -$1.6M -128,720 -92%
AWA
174
Arkadios Wealth Advisors
Georgia
$113K +$142K +11,450 New
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$113K – – –
5 6
7
8 9

BGS Hedge Fund Activity: Q3 2023 in Review

253 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q3 2023, worth a combined $499M — down 22% from $641M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BGS positions and 19 closed out — a net gain of 20 holders — while 80 added to existing stakes and 94 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $9.62M. The largest seller was BlackRock, cutting an estimated $5.11M.

  • 253 institutional investors held B&G Foods (BGS) as of Q3 2023, up from 234 in Q2 2023.
  • Funds reported $499M of B&G Foods stock for Q3 2023, down 22% quarter-over-quarter.
  • 39 funds opened new B&G Foods positions in Q3 2023 and 19 closed out, a net change of +20 holders.
  • The largest B&G Foods buyer in Q3 2023 was Marshall Wace, an estimated $9.62M added.
  • The largest B&G Foods seller in Q3 2023 was BlackRock, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2023.