We are live on ! Find out more
BGS icon

B&G Foods
BGS

189 hedge funds and large institutions have $1.24B invested in B&G Foods in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $1.95M

33% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 57

1.55% more ownership

Funds ownership: 66.79% → 68.34% (+1.6%)

2% more capital invested

Capital invested by funds: $1.22B → $1.24B (+$18.4M)

0% more funds holding

Funds holding: 189 → 189 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
21
Increased
76
Reduced
57
Closed
21
Calls
$3.93M
Puts
$1.95M
Net Calls
+$1.98M
Net Calls Change
+$671K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$34.9M
2
CIP
Champlain Investment Partners
Vermont
+$31.7M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$13.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.7M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$11M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$73.5M
2
FAM
Fred Alger Management
New York
-$5.92M
3
Renaissance Technologies
Renaissance Technologies
New York
-$5.39M
4
TI
Turner Investments
Pennsylvania
-$3.98M
5
EAM
Edge Asset Management
Washington
-$3.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$120M +$5.29M +154,267 +5%
BFA
2
BlackRock Fund Advisors
California
$98.5M +$2.47M +72,196 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$92.7M +$34.9M +1,017,658 +59%
CWAM
4
Columbia Wanger Asset Management
Illinois
$67.5M +$13.5M +393,700 +25%
Invesco
5
Invesco
Georgia
$57.8M +$2.26M +65,889 +4%
Westfield Capital Management
6
Westfield Capital Management
Massachusetts
$54.2M -$933K -27,225 -2%
BIT
7
BlackRock Institutional Trust
California
$46.8M -$362K -10,566 -0.8%
CNB
8
City National Bank
California
$45.2M +$1.14M +33,366 +3%
FAM
9
Fred Alger Management
New York
$37.7M -$5.92M -172,662 -13%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$35.1M +$11M +320,918 +45%
State Street
11
State Street
Massachusetts
$34M -$225K -6,556 -0.6%
CIP
12
Champlain Investment Partners
Vermont
$31.3M +$31.7M +924,075 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$27.4M +$1.27M +37,027 +5%
Northern Trust
14
Northern Trust
Illinois
$26.7M -$1.33M -38,868 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23.7M +$1.07M +31,168 +5%
TI
16
Turner Investments
Pennsylvania
$22.9M -$3.98M -116,030 -15%
WRF
17
Waddell & Reed Financial
Kansas
$18.8M – – –
AAM
18
Advisors Asset Management
Colorado
$18.4M +$87.9K +2,564 +0.5%
Norges Bank
19
Norges Bank
Norway
$16.7M – – –
Principal Financial Group
20
Principal Financial Group
Iowa
$14.1M +$1.38M +40,285 +11%
O
21
OppenheimerFunds
New York
$13.7M +$1.48M +43,270 +12%
Ameriprise
22
Ameriprise
Minnesota
$13.3M -$73.5M -2,143,029 -85%
U
23
UBS
Switzerland
$12.2M +$584K +17,034 +5%
Morgan Stanley
24
Morgan Stanley
New York
$11.8M +$96.6K +2,819 +0.8%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$11.7M – – –
1
2 3 4 5

BGS Hedge Fund Activity: Q4 2013 in Review

189 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2013, worth a combined $1.24B — up 1.5% from $1.22B a quarter earlier.

Fund positioning in BGS was balanced in Q4 2013: 21 funds opened new positions, 21 closed out, 76 added to existing stakes and 57 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $34.9M. The largest seller was Ameriprise, cutting an estimated $73.5M.

  • 189 institutional investors held B&G Foods (BGS) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $1.24B of B&G Foods stock for Q4 2013, up 1.5% quarter-over-quarter.
  • 21 funds opened new B&G Foods positions in Q4 2013 and 21 closed out, a net change of 0 holders.
  • The largest B&G Foods buyer in Q4 2013 was Neuberger Berman Group, an estimated $34.9M added.
  • The largest B&G Foods seller in Q4 2013 was Ameriprise, an estimated $73.5M sold.

Based on aggregated 13F filings for Q4 2013.