B&G Foods
BGS
291 hedge funds and large institutions have $1.3B invested in B&G Foods in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 38 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 84
6% more call options, than puts
Call options by funds: $75.6M | Put options by funds: $71.3M
0.05% more ownership
Funds ownership: 66.89% → 66.94% (+0.05%)
2% less funds holding
Funds holding: 298 → 291 (-7)
9% less capital invested
Capital invested by funds: $1.42B → $1.3B (-$123M)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$15.5M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$9.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$5.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.05M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$10.4M |
| 2 |
BlackRock
New York
|
-$6.2M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$5.44M |
| 4 |
SC
Sculptor Capital
New York
|
-$3.51M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.21M |
BGS Hedge Fund Activity: Q3 2021 in Review
291 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q3 2021, worth a combined $1.3B — down 8.7% from $1.42B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of BGS and 34 opened new positions — a net loss of 4 holders — while 84 trimmed existing stakes and 110 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $15.5M. The largest seller was Kestrel Investment Management, exiting entirely with an estimated $10.4M sold.
- 291 institutional investors held B&G Foods (BGS) as of Q3 2021, down from 298 in Q2 2021.
- Funds reported $1.3B of B&G Foods stock for Q3 2021, down 8.7% quarter-over-quarter.
- 34 funds opened new B&G Foods positions in Q3 2021 and 38 closed out, a net change of -4 holders.
- The largest B&G Foods buyer in Q3 2021 was Two Sigma Investments, an estimated $15.5M added.
- The largest B&G Foods seller in Q3 2021 was Kestrel Investment Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2021.