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B&G Foods

310 hedge funds and large institutions have $1.38B invested in B&G Foods in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $60.3M | Put options by funds: $36.7M

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

7% more funds holding

Funds holding: 291310 (+19)

6% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$80.2M)

2.09% more ownership

Funds ownership: 66.94%69.03% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 97

Holders
310
Holders Change
+19
Holders Change %
+6.53%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
93
Reduced
97
Closed
38
Calls
$60.3M
Puts
$36.7M
Net Calls
+$23.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
201
Cubist Systematic Strategies
Connecticut
$255K +$254K +8,292 New
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$253K +$62.3K +2,037 +33%
AQR Capital Management
203
AQR Capital Management
Connecticut
$247K -$111K -3,644 -31%
SAM
204
Silvercrest Asset Management
New York
$246K
RIG
205
Roosevelt Investment Group
New York
$246K +$245K +8,000 New
CPA
206
Clear Perspective Advisors
Illinois
$240K
Creative Planning
207
Creative Planning
Kansas
$232K -$38.2K -1,248 -14%
HSA
208
HBK Sorce Advisory
Pennsylvania
$225K +$7.46K +244 +3%
PA
209
Profund Advisors
Maryland
$222K +$221K +7,221 New
AWM
210
Apollon Wealth Management
South Carolina
$215K +$214K +7,001 New
CIBC World Market
211
CIBC World Market
Ontario, Canada
$209K -$376K -12,303 -64%
TAM
212
Todd Asset Management
Kentucky
$209K +$208K +6,800 New
JWCA
213
J.W. Cole Advisors
Florida
$201K -$59.7K -1,953 -23%
MCP
214
Mirador Capital Partners
California
$201K -$23.3K -763 -10%
GWM
215
Geneos Wealth Management
Colorado
$199K
EFS
216
Econ Financial Services
Pennsylvania
$191K +$190K +6,222 New
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$186K +$8.84K +289 +5%
BLC
218
Brown, Lisle/Cummings
Rhode Island
$183K +$183K +5,968 New
AIP
219
Ameritas Investment Partners
Nebraska
$154K
VCM
220
Versant Capital Management
Arizona
$143K +$214 +7 +0.2%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$140K +$8.41K +275 +6%
SA
222
SRH Advisors
Kansas
$137K
CG
223
Cutler Group
California
$111K +$71.3K +2,330 +179%
ACM
224
Aquatic Capital Management
Illinois
$108K +$107K +3,500 New
AWM
225
AllSquare Wealth Management
New York
$80K

BGS Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2021, worth a combined $1.38B — up 6.2% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BGS positions and 38 closed out — a net gain of 22 holders — while 93 added to existing stakes and 97 trimmed.

The largest buyer was Islet Management, opening a new position worth an estimated $28.9M. The largest seller was Bank of New York Mellon, cutting an estimated $20.5M.

  • 310 institutional investors held B&G Foods (BGS) as of Q4 2021, up from 291 in Q3 2021.
  • Funds reported $1.38B of B&G Foods stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 60 funds opened new B&G Foods positions in Q4 2021 and 38 closed out, a net change of +22 holders.
  • The largest B&G Foods buyer in Q4 2021 was Islet Management, an estimated $28.9M added.
  • The largest B&G Foods seller in Q4 2021 was Bank of New York Mellon, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2021.