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BGSF Inc

49 hedge funds and large institutions have $38.7M invested in BGSF Inc in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $48K | Put options by funds: $26K

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 4949 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0% less capital invested

Capital invested by funds: $38.8M → $38.7M (-$24.1K)

0.37% less ownership

Funds ownership: 37.52%37.15% (-0.37%)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
16
Closed
4
Calls
$48K
Puts
$26K
Net Calls
+$22K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$179K +$183K +18,638 New
Northern Trust
27
Northern Trust
Illinois
$171K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$167K +$14.7K +1,498 +10%
Ameriprise
29
Ameriprise
Minnesota
$164K
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$143K -$14.1K -1,433 -9%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$121K -$5.9K -600 -5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$120K +$1.29K +131 +1%
BCC
33
Bridge City Capital
Oregon
$118K +$121K +12,313 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$115K -$1.01M -102,761 -90%
Osaic Holdings
35
Osaic Holdings
Arizona
$113K +$18.8K +1,913 +19%
Stifel Financial
36
Stifel Financial
Missouri
$106K -$6.89K -700 -6%
Victory Capital Management
37
Victory Capital Management
Texas
$63.8K
Citadel Advisors
38
Citadel Advisors
Florida
$55.5K -$171K -17,331 -75%
Bank of America
39
Bank of America
North Carolina
$43.3K
Morgan Stanley
40
Morgan Stanley
New York
$25K +$3.42K +348 +15%
Barclays
41
Barclays
United Kingdom
$7.53K
UBS Group
42
UBS Group
Switzerland
$3.06K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2.08K +$10 +1 +0.5%
Creative Planning
44
Creative Planning
Kansas
$1.93K +$1.98K +201 New
TRCT
45
Tower Research Capital (TRC)
New York
$788 -$5.75K -584 -88%
Wells Fargo
46
Wells Fargo
California
$709 +$20 +2 +3%
CAS
47
Coppell Advisory Solutions
Texas
$322 +$108 +11 +110%
JP Morgan Chase
48
JP Morgan Chase
New York
$317 +$118 +12 +57%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$38 +$39 +4 New
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
-$131K -13,759 Closed

BGSF Hedge Fund Activity: Q3 2023 in Review

49 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BGSF Inc (BGSF) for Q3 2023, worth a combined $38.7M — down 0.06% from $38.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BGSF positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Tieton Capital Management, adding an estimated $1.28M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.01M.

  • 49 institutional investors held BGSF Inc (BGSF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $38.7M of BGSF Inc stock for Q3 2023, down 0.06% quarter-over-quarter.
  • 5 funds opened new BGSF Inc positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest BGSF Inc buyer in Q3 2023 was Tieton Capital Management, an estimated $1.28M added.
  • The largest BGSF Inc seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2023.