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B&G Foods
BGS

253 hedge funds and large institutions have $499M invested in B&G Foods in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

8% more funds holding

Funds holding: 234 → 253 (+19)

6.02% more ownership

Funds ownership: 63.71% → 69.73% (+6%)

15% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 94

22% less capital invested

Capital invested by funds: $641M → $499M (-$142M)

65% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $45.6M

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
80
Reduced
94
Closed
19
Calls
$15.9M
Puts
$45.6M
Net Calls
-$29.7M
Net Calls Change
+$19.8M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$9.62M
2
Millennium Management
Millennium Management
New York
+$8.9M
3
Invesco
Invesco
Georgia
+$5.68M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.03M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.11M
2
Bank of America
Bank of America
North Carolina
-$3.87M
3
Morgan Stanley
Morgan Stanley
New York
-$3.08M
4
CA
Cetera Advisors
Colorado
-$2.62M
5
Goldman Sachs
Goldman Sachs
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$38.2K +$6.46K +521 +16%
KBC Group
202
KBC Group
Belgium
$29K -$34K -2,745 -48%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$19.8K +$8.83K +712 +55%
Nomura Asset Management
204
Nomura Asset Management
Japan
$19.8K – – –
TRCT
205
Tower Research Capital (TRC)
New York
$17.6K +$12.3K +995 +127%
WB
206
Webster Bank
Connecticut
$14.9K – – –
PA
207
Parallel Advisors
California
$14.2K -$5.7K -460 -24%
DAM
208
Delta Asset Management
Tennessee
$12.3K – – –
GAG
209
Goodman Advisory Group
Massachusetts
$12.1K – – –
NS
210
NBC Securities
Alabama
$12K +$16.1K +1,300 New
HCP
211
Hexagon Capital Partners
Arkansas
$10.9K -$25 -2 -0.2%
DAC
212
Dividend Assets Capital
South Carolina
$10K – – –
SA
213
SRH Advisors
Kansas
$9.89K -$31K -2,500 -71%
OIA
214
Optimum Investment Advisors
Illinois
$9.89K – – –
EBA
215
Eagle Bay Advisors
New York
$9.15K – – –
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$7.91K -$3.6K -290 -27%
IA
217
IFP Advisors
Florida
$7.15K – – –
UB
218
UMB Bank
Missouri
$6.92K -$13.1K -1,060 -60%
CNBTD
219
Citizens National Bank Trust Department
Mississippi
$5.64K – – –
AssetMark Inc
220
AssetMark Inc
California
$5.39K +$6.55K +528 +3,106%
WAS
221
Winch Advisory Services
Wisconsin
$5K +$99 +8 +1%
FCA
222
FinTrust Capital Advisors
South Carolina
$4.25K +$5.33K +430 New
BFEC
223
Benjamin F. Edwards & Company
Missouri
$4K – – –
TWC
224
TD Waterhouse Canada
Ontario, Canada
$3.91K – – –
GI
225
Gradient Investments
Minnesota
$3.68K – – –
7 8
9
10 11

BGS Hedge Fund Activity: Q3 2023 in Review

253 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q3 2023, worth a combined $499M — down 22% from $641M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BGS positions and 19 closed out — a net gain of 20 holders — while 80 added to existing stakes and 94 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $9.62M. The largest seller was BlackRock, cutting an estimated $5.11M.

  • 253 institutional investors held B&G Foods (BGS) as of Q3 2023, up from 234 in Q2 2023.
  • Funds reported $499M of B&G Foods stock for Q3 2023, down 22% quarter-over-quarter.
  • 39 funds opened new B&G Foods positions in Q3 2023 and 19 closed out, a net change of +20 holders.
  • The largest B&G Foods buyer in Q3 2023 was Marshall Wace, an estimated $9.62M added.
  • The largest B&G Foods seller in Q3 2023 was BlackRock, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2023.