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B&G Foods
BGS

189 hedge funds and large institutions have $1.22B invested in B&G Foods in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

36% more call options, than puts

Call options by funds: $4.92M | Put options by funds: $3.62M

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

2.08% more ownership

Funds ownership: 64.71% → 66.79% (+2.1%)

1% more funds holding

Funds holding: 187 → 189 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

13% less capital invested

Capital invested by funds: $1.41B → $1.22B (-$189M)

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
20
Increased
73
Reduced
59
Closed
14
Calls
$4.92M
Puts
$3.62M
Net Calls
+$1.3M
Net Calls Change
+$1.49M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$36M
2
WRF
Waddell & Reed Financial
Kansas
+$19.3M
3
BFA
BlackRock Fund Advisors
California
+$9.71M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$9.09M
5
EAM
Edge Asset Management
Washington
+$7.85M

Top Sellers

1
TI
Turner Investments
Pennsylvania
-$12.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.99M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$5.94M
4
AIG
American International Group
New York
-$4.48M
5
Two Sigma Investments
Two Sigma Investments
New York
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$117M +$3.03M +86,966 +3%
BFA
2
BlackRock Fund Advisors
California
$97.9M +$9.71M +278,867 +11%
Ameriprise
3
Ameriprise
Minnesota
$87.6M +$328K +9,439 +0.4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$59.3M +$36M +1,033,631 +151%
Invesco
5
Invesco
Georgia
$56.6M +$2.23M +63,991 +4%
Westfield Capital Management
6
Westfield Capital Management
Massachusetts
$56.2M -$5.94M -170,625 -9%
CWAM
7
Columbia Wanger Asset Management
Illinois
$55.2M +$9.09M +261,053 +20%
BIT
8
BlackRock Institutional Trust
California
$48M -$294K -8,448 -0.6%
CNB
9
City National Bank
California
$44.9M -$1.85M -53,072 -4%
FAM
10
Fred Alger Management
New York
$44.4M -$1.56M -44,708 -3%
State Street
11
State Street
Massachusetts
$34.9M -$60.5K -1,737 -0.2%
Northern Trust
12
Northern Trust
Illinois
$28.6M -$234K -6,734 -0.8%
TI
13
Turner Investments
Pennsylvania
$27.4M -$12.8M -368,120 -32%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$26.6M +$952K +27,369 +4%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$24.6M +$2M +57,492 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.1M +$577K +16,566 +3%
WRF
17
Waddell & Reed Financial
Kansas
$19.2M +$19.3M +555,400 New
AAM
18
Advisors Asset Management
Colorado
$18.7M +$3.08M +88,606 +20%
Norges Bank
19
Norges Bank
Norway
$17M – – –
EAM
20
Edge Asset Management
Washington
$13.5M +$7.85M +225,650 +135%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.9M +$925K +26,581 +8%
O
22
OppenheimerFunds
New York
$12.5M +$2.01M +57,820 +19%
Renaissance Technologies
23
Renaissance Technologies
New York
$12.4M -$9.99M -287,100 -45%
Morgan Stanley
24
Morgan Stanley
New York
$12M -$3.92M -112,582 -25%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$11.9M – – –
1
2 3 4 5

BGS Hedge Fund Activity: Q3 2013 in Review

189 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q3 2013, worth a combined $1.22B — down 13% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BGS positions and 14 closed out — a net gain of 6 holders — while 73 added to existing stakes and 59 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $36M. The largest seller was Turner Investments, cutting an estimated $12.8M.

  • 189 institutional investors held B&G Foods (BGS) as of Q3 2013, up from 187 in Q2 2013.
  • Funds reported $1.22B of B&G Foods stock for Q3 2013, down 13% quarter-over-quarter.
  • 20 funds opened new B&G Foods positions in Q3 2013 and 14 closed out, a net change of +6 holders.
  • The largest B&G Foods buyer in Q3 2013 was Neuberger Berman Group, an estimated $36M added.
  • The largest B&G Foods seller in Q3 2013 was Turner Investments, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2013.