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B&G Foods
BGS

234 hedge funds and large institutions have $641M invested in B&G Foods in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% less ownership

Funds ownership: 64.7% → 63.71% (-0.99%)

8% less funds holding

Funds holding: 253 → 234 (-19)

11% less capital invested

Capital invested by funds: $719M → $641M (-$77.8M)

44% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 102

47% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 38

70% less call options, than puts

Call options by funds: $21M | Put options by funds: $70.6M

Holders
234
Holders Change
-19
Holders Change %
-7.51%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
57
Reduced
102
Closed
38
Calls
$21M
Puts
$70.6M
Net Calls
-$49.6M
Net Calls Change
-$10.8M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$10.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$6.26M
3
FP
Foundry Partners
Minnesota
+$3.28M
4
Bank of America
Bank of America
North Carolina
+$3.22M
5
Goldman Sachs
Goldman Sachs
New York
+$3.17M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.54M
4
BlackRock
BlackRock
New York
-$3.23M
5
Asset Management One
Asset Management One
Japan
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
201
Winch Advisory Services
Wisconsin
$7K +$101 +7 +1%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$6K – – –
GWSG
203
GPS Wealth Strategies Group
Colorado
$5.79K – – –
TWC
204
TD Waterhouse Canada
Ontario, Canada
$5.73K – – –
WSCM
205
Wellington Shields Capital Management
New York
$5.57K – – –
EWA
206
EverSource Wealth Advisors
Alabama
$5.39K -$6.92K -481 -55%
GI
207
Gradient Investments
Minnesota
$5.18K +$791 +55 +17%
AWM
208
AllSquare Wealth Management
New York
$5.16K – – –
ACM
209
Antonetti Capital Management
Florida
$5.01K – – –
BTI
210
Blue Trust Inc
Georgia
$5K -$1.18K -82 -23%
PTC
211
Private Trust Company
Ohio
$4.87K – – –
GRP
212
Global Retirement Partners
California
$4.72K – – –
BWP
213
Baldwin Wealth Partners
Massachusetts
$4.18K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$3.75K – – –
PFG
215
Piershale Financial Group
Illinois
$3.69K – – –
HNB
216
Huntington National Bank
Ohio
$3.06K +$3.17K +220 New
TSWM
217
Tyler-Stone Wealth Management
Ohio
$3K +$2.88K +200 New
MRCM
218
M&R Capital Management
New Jersey
$2.92K – – –
WT
219
Washington Trust
Rhode Island
$2.37K – – –
GWS
220
Glassman Wealth Services
Virginia
$2.13K – – –
RTL
221
Red Tortoise LLC
Georgia
$1.59K – – –
BWM
222
Baystate Wealth Management
Massachusetts
$1.55K +$29 +2 +2%
ME
223
McIlrath & Eck
Washington
$1.39K – – –
MCM
224
Manchester Capital Management
Vermont
$1.17K – – –
CWA
225
Clearview Wealth Advisors
Oregon
$1.03K – – –
7 8
9
10 11

BGS Hedge Fund Activity: Q2 2023 in Review

234 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q2 2023, worth a combined $641M — down 11% from $719M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BGS and 20 opened new positions — a net loss of 18 holders — while 102 trimmed existing stakes and 57 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $10.5M. The largest seller was Citadel Advisors, cutting an estimated $5.1M.

  • 234 institutional investors held B&G Foods (BGS) as of Q2 2023, down from 253 in Q1 2023.
  • Funds reported $641M of B&G Foods stock for Q2 2023, down 11% quarter-over-quarter.
  • 20 funds opened new B&G Foods positions in Q2 2023 and 38 closed out, a net change of -18 holders.
  • The largest B&G Foods buyer in Q2 2023 was Millennium Management, an estimated $10.5M added.
  • The largest B&G Foods seller in Q2 2023 was Citadel Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q2 2023.