B&G Foods
BGS
205 hedge funds and large institutions have $1.15B invested in B&G Foods in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 28 closing their positions.
175% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $4.4M
96% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 45
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
3% more funds holding
Funds holding: 199 → 205 (+6)
3% less capital invested
Capital invested by funds: $1.19B → $1.15B (-$40.9M)
1.54% less ownership
Funds ownership: 74.42% → 72.88% (-1.5%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GW Capital
Bellevue,
Washington
|
+$13.2M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$9.41M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.22M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$7.88M |
| 5 |
CNB
City National Bank
Beverly Hills,
Delaware
|
+$6.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$43.5M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$23.7M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$14.6M |
| 4 |
IC
Inverness Counsel
New York
|
-$10.3M |
| 5 |
FAM
Fred Alger Management
New York
|
-$6.78M |
BGS Hedge Fund Activity: Q1 2015 in Review
205 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q1 2015, worth a combined $1.15B — down 3.4% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BGS positions and 28 closed out — a net gain of 9 holders — while 88 added to existing stakes and 45 trimmed.
The largest buyer was GW Capital, adding an estimated $13.2M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $43.5M sold.
- 205 institutional investors held B&G Foods (BGS) as of Q1 2015, up from 199 in Q4 2014.
- Funds reported $1.15B of B&G Foods stock for Q1 2015, down 3.4% quarter-over-quarter.
- 37 funds opened new B&G Foods positions in Q1 2015 and 28 closed out, a net change of +9 holders.
- The largest B&G Foods buyer in Q1 2015 was GW Capital, an estimated $13.2M added.
- The largest B&G Foods seller in Q1 2015 was Westfield Capital Management, an estimated $43.5M sold.
Based on aggregated 13F filings for Q1 2015.