B&G Foods
BGS
189 hedge funds and large institutions have $1.24B invested in B&G Foods in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 21 closing their positions.
101% more call options, than puts
Call options by funds: $3.93M | Put options by funds: $1.95M
33% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 57
1.55% more ownership
Funds ownership: 66.79% → 68.34% (+1.6%)
2% more capital invested
Capital invested by funds: $1.22B → $1.24B (+$18.4M)
0% more funds holding
Funds holding: 189 → 189 (0)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$34.9M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$31.7M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$13.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.7M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$73.5M |
| 2 |
FAM
Fred Alger Management
New York
|
-$5.92M |
| 3 |
Renaissance Technologies
New York
|
-$5.39M |
| 4 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$3.98M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$3.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
201
Tower Research Capital (TRC)
New York
| – | -$251K | -7,248 | Closed |
|
|
RCM
202
Reynolds Capital Management
Las Vegas,
Nevada
| – | -$242K | -7,000 | Closed |
|
203
D.E. Shaw & Co
New York
| – | -$234K | -6,821 | Closed |
|
|
MPI
204
Mairs & Power Inc
St Paul,
Minnesota
| – | -$220K | -6,360 | Closed |
|
|
WAM
205
World Asset Management
Detroit,
Michigan
| – | -$208K | -6,034 | Closed |
|
|
EAM
206
EULAV Asset Management
Sarasota,
Florida
| – | -$207K | -6,000 | Closed |
|
|
KIG
207
Kessler Investment Group
Columbus,
Indiana
| – | -$17K | -500 | Closed |
|
|
HMS
208
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$9K | -263 | Closed |
|
|
MA
209
MCF Advisors
Covington,
Kentucky
| – | -$4K | -127 | Closed |
|
|
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$3K | -84 | Closed |
|
BGS Hedge Fund Activity: Q4 2013 in Review
189 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2013, worth a combined $1.24B — up 1.5% from $1.22B a quarter earlier.
Fund positioning in BGS was balanced in Q4 2013: 21 funds opened new positions, 21 closed out, 76 added to existing stakes and 57 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $34.9M. The largest seller was Ameriprise, cutting an estimated $73.5M.
- 189 institutional investors held B&G Foods (BGS) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $1.24B of B&G Foods stock for Q4 2013, up 1.5% quarter-over-quarter.
- 21 funds opened new B&G Foods positions in Q4 2013 and 21 closed out, a net change of 0 holders.
- The largest B&G Foods buyer in Q4 2013 was Neuberger Berman Group, an estimated $34.9M added.
- The largest B&G Foods seller in Q4 2013 was Ameriprise, an estimated $73.5M sold.
Based on aggregated 13F filings for Q4 2013.