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B&G Foods
BGS

251 hedge funds and large institutions have $562M invested in B&G Foods in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $499M → $562M (+$63.4M)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

1% less funds holding

Funds holding: 253 → 251 (-2)

1.66% less ownership

Funds ownership: 69.73% → 68.07% (-1.7%)

48% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $39.4M

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
90
Reduced
83
Closed
35
Calls
$20.5M
Puts
$39.4M
Net Calls
-$18.9M
Net Calls Change
+$10.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.7M
2
BlackRock
BlackRock
New York
+$12.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$11M
4
American Century Companies
American Century Companies
Missouri
+$4.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.59M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13.1M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.41M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.15M
4
GCP
GSA Capital Partners
United Kingdom
-$3.14M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$132M +$12.8M +1,383,039 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M +$11M +1,190,116 +13%
State Street
3
State Street
Massachusetts
$31.1M +$2.21M +238,534 +9%
Morgan Stanley
4
Morgan Stanley
New York
$30.4M +$17.7M +1,911,934 +195%
Charles Schwab
5
Charles Schwab
California
$18.4M +$1.68M +181,724 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$16.7M +$1.07M +115,757 +8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$12.5M +$4.59M +495,461 +71%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$11.9M -$291K -31,425 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$9.54M +$2.11M +227,432 +33%
Northern Trust
10
Northern Trust
Illinois
$8.25M +$137K +14,788 +2%
Invesco
11
Invesco
Georgia
$8.16M -$2.87M -310,542 -29%
SGCIA
12
Smith Graham & Co Investment Advisors
Texas
$6.62M +$240K +25,891 +4%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$6.35M +$963K +104,010 +21%
American Century Companies
14
American Century Companies
Missouri
$6.21M +$4.77M +515,834 +678%
GHAM
15
Gilman Hill Asset Management
Connecticut
$5.89M -$426K -46,036 -8%
UBS Group
16
UBS Group
Switzerland
$5.78M -$132K -14,212 -3%
Two Sigma Investments
17
Two Sigma Investments
New York
$4.46M -$3.07M -331,902 -44%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.29M +$182K +19,613 +5%
BCM
19
Bridgeway Capital Management
Texas
$4.19M +$3.7M +399,360 New
KCM
20
Kornitzer Capital Management
Kansas
$4.1M -$2.26M -244,575 -39%
SFCM
21
Savoir Faire Capital Management
Connecticut
$4.06M +$120K +12,948 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.01M -$515K -55,651 -13%
Ameriprise
23
Ameriprise
Minnesota
$3.48M +$326K +35,174 +12%
Goldman Sachs
24
Goldman Sachs
New York
$3.45M -$1.37M -148,213 -31%
Norges Bank
25
Norges Bank
Norway
$3.1M -$554K -59,880 -17%
1
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BGS Hedge Fund Activity: Q4 2023 in Review

251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in B&G Foods (BGS) for Q4 2023, worth a combined $562M — up 13% from $499M a quarter earlier.

Fund positioning in BGS was balanced in Q4 2023: 35 funds opened new positions, 35 closed out, 90 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.7M. The largest seller was Millennium Management, cutting an estimated $13.1M.

  • 251 institutional investors held B&G Foods (BGS) as of Q4 2023, down from 253 in Q3 2023.
  • Funds reported $562M of B&G Foods stock for Q4 2023, up 13% quarter-over-quarter.
  • 35 funds opened new B&G Foods positions in Q4 2023 and 35 closed out, a net change of 0 holders.
  • The largest B&G Foods buyer in Q4 2023 was Morgan Stanley, an estimated $17.7M added.
  • The largest B&G Foods seller in Q4 2023 was Millennium Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.