B&G Foods
BGS
311 hedge funds and large institutions have $2.27B invested in B&G Foods in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 132 increasing their positions, 72 reducing their positions, and 24 closing their positions.
200% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 24
83% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 72
18% more funds holding
Funds holding: 264 → 311 (+47)
14% more capital invested
Capital invested by funds: $2B → $2.27B (+$275M)
2.93% more ownership
Funds ownership: 94.33% → 97.26% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
57% less call options, than puts
Call options by funds: $13.3M | Put options by funds: $30.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$18.4M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$15.4M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$14.9M |
| 4 |
Bank of New York Mellon
New York
|
+$12.8M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.9M |
| 2 |
JGC
J. Goldman & Co
New York
|
-$27.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.9M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$18.7M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
-$13.5M |
BGS Hedge Fund Activity: Q4 2017 in Review
311 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2017, worth a combined $2.27B — up 14% from $2B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new BGS positions and 24 closed out — a net gain of 48 holders — while 132 added to existing stakes and 72 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $18.4M. The largest seller was Fidelity Investments, cutting an estimated $65.9M.
- 311 institutional investors held B&G Foods (BGS) as of Q4 2017, up from 264 in Q3 2017.
- Funds reported $2.27B of B&G Foods stock for Q4 2017, up 14% quarter-over-quarter.
- 72 funds opened new B&G Foods positions in Q4 2017 and 24 closed out, a net change of +48 holders.
- The largest B&G Foods buyer in Q4 2017 was Goldman Sachs, an estimated $18.4M added.
- The largest B&G Foods seller in Q4 2017 was Fidelity Investments, an estimated $65.9M sold.
Based on aggregated 13F filings for Q4 2017.