B&G Foods
BGS
310 hedge funds and large institutions have $1.38B invested in B&G Foods in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 38 closing their positions.
64% more call options, than puts
Call options by funds: $60.3M | Put options by funds: $36.7M
58% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 38
7% more funds holding
Funds holding: 291 → 310 (+19)
6% more capital invested
Capital invested by funds: $1.3B → $1.38B (+$80.2M)
2.09% more ownership
Funds ownership: 66.94% → 69.03% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IM
Islet Management
New York
|
+$28.9M |
| 2 |
Goldman Sachs
New York
|
+$25.6M |
| 3 |
BlackRock
New York
|
+$14.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$8.02M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$20.5M |
| 2 |
Two Sigma Investments
New York
|
-$12M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
-$9.86M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.43M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$3.31M |
BGS Hedge Fund Activity: Q4 2021 in Review
310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2021, worth a combined $1.38B — up 6.2% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new BGS positions and 38 closed out — a net gain of 22 holders — while 93 added to existing stakes and 97 trimmed.
The largest buyer was Islet Management, opening a new position worth an estimated $28.9M. The largest seller was Bank of New York Mellon, cutting an estimated $20.5M.
- 310 institutional investors held B&G Foods (BGS) as of Q4 2021, up from 291 in Q3 2021.
- Funds reported $1.38B of B&G Foods stock for Q4 2021, up 6.2% quarter-over-quarter.
- 60 funds opened new B&G Foods positions in Q4 2021 and 38 closed out, a net change of +22 holders.
- The largest B&G Foods buyer in Q4 2021 was Islet Management, an estimated $28.9M added.
- The largest B&G Foods seller in Q4 2021 was Bank of New York Mellon, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2021.