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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
SC
176
Syon Capital
California
$114K +$100K +10,858 New
KCFA
177
Key Client Fiduciary Advisors
New Jersey
$112K -$11.6K -1,250 -10%
PTC
178
Petrus Trust Company
Texas
$110K -$231K -24,923 -70%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$107K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$102K -$76.1K -8,225 -46%
FIM
181
FWL Investment Management
Texas
$89.3K -$32.4K -3,500 -29%
ACM
182
Aquatic Capital Management
Illinois
$89K +$9.26K +1,000 +13%
SOW
183
State of Wyoming
Wyoming
$85.4K +$19 +2 +0%
Boston Partners
184
Boston Partners
Massachusetts
$83.2K +$252K +27,248 New
GI
185
GAMMA Investing
California
$75.8K +$69.7K +7,530 New
AIP
186
Ameritas Investment Partners
Nebraska
$74.2K – – –
QCG
187
Quadrant Capital Group
Ohio
$74.1K +$5.95K +643 +10%
AGWCA
188
Annis Gardner Whiting Capital Advisors
Florida
$74K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$66K +$21.2K +2,287 +58%
S
190
SignatureFD
Georgia
$64.3K +$20.9K +2,254 +58%
NFSG
191
Newbridge Financial Services Group
Florida
$49.2K -$14.6K -1,572 -25%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.3K +$3.19K +345 +8%
VCM
193
Versant Capital Management
Arizona
$43.3K -$5K -540 -12%
TC
194
Truvestments Capital
Florida
$41.7K -$22K -2,380 -37%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$41K – – –
KBC Group
196
KBC Group
Belgium
$23K -$7.2K -778 -27%
Nomura Asset Management
197
Nomura Asset Management
Japan
$21K – – –
UB
198
UMB Bank
Missouri
$19.6K +$10.8K +1,165 +166%
WB
199
Webster Bank
Connecticut
$15.8K – – –
NS
200
NBC Securities
Alabama
$13K – – –
6 7
8
9 10

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.