Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

B & G Foods Inc (BGS)

180 + Investors. Track Smart Money conviction in BGS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -36
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — BGS

Based on 185 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BGS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
185 funds currently hold this stock — 73% of the 3.0-year high of 253 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 26% fewer funds vs a year ago

fund count last 6Q
65 fewer hedge funds hold BGS compared to a year ago (-26% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

85 buying133 selling
Last quarter: 133 funds sold vs only 85 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 46 → 32 → 37 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 24% medium 11% new
120 out of 185 hedge funds have held BGS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -10%, value -26%

Value
-26%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

39 → 46 → 32 → 37 → 22 new funds/Q
New funds entering each quarter: 46 → 32 → 37 → 22. BGS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 73% veterans vs 14% newcomers

73% veterans 13% 1-2yr 14% new
Entry-cohort mix of 190 holders: 139 (73%) are 2+ year veterans, 24 entered 1–2 years ago, and 27 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
43 of 181 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BGS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BGS

In 2026 Q2, 85 hedge funds were net buyers of BGS (22 opened a new position, 63 added to an existing one), while 133 reduced or exited (75 trimmed, 58 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 61% of total institutional value in BGS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -36 funds (more exits than new entries). Total institutional holders: 185.

Hedge Fund Ownership: BGS

How many hedge funds hold BGS — quarterly history vs. share price
Quarterly hedge fund ownership of BGS vs. share price

Market Analysis: BGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BGS
180 + Investors

Track Smart Money conviction in BGS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 180 221 -18.55%
13F Shares 49M 55M -10.08%
Total Value $192M $262M -26.65%
New Positions 22 37 -15
Increased Positions 58 65 -7
Closed Positions 59 37 +22
Reduced Positions 74 76 -2
Total Calls 4 5 -20.0%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 1.2 Bearish

Statistics: BGS

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Financial Highlights

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Institutional Holders (2026 Q2)

180 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BGS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Savoir Faire Capital Management, L.P. 0.65% 262,179 $1.0M
2 Ares Systematic Credit Ltd 0.21% 85,085 $339K
3 Cooper/Haims Advisors, LLC 0.19% 110,891 $441K
4 Dana Investment Advisors, Inc. 0.17% 1,646,569 $6.6M
5 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.13% 96,089 $382K
6 Independent Wealth Network Inc. 0.07% 64,736 $258K
7 Bridgeway Capital Management, LLC 0.04% 643,016 $2.6M
8 Decision Investments, Inc 0.04% 12,030 $48K
9 PFG Investments, LLC 0.04% 279,993 $1.1M
10 Armistice Capital, LLC 0.03% 672,000 $2.7M
11 Dynamic Technology Lab Private Ltd 0.03% 34,957 $139K
12 Jump Financial, LLC 0.03% 335,618 $2.3M
13 CastleKnight Management LP 0.03% 540,318 $2.2M
14 Saxon Interests, INC. 0.03% 23,130 $92K
15 Kornitzer Capital Management Inc /Ks 0.02% 261,076 $1.0M
16 Campbell & CO Investment Adviser LLC 0.02% 100,999 $402K
17 Atom Investors LP 0.02% 54,775 $218K
18 Wolverine Asset Management LLC 0.02% 525,300 $2.1M
19 Pension & Wealth Management Advisors, INC. 0.02% 1,885 $21K
20 Segall Bryant & Hamill, LLC 0.02% 380,292 $1.5M
21 Hotchkis & Wiley Capital Management LLC 0.02% 1,431,000 $5.7M
22 Investors Research Corp 0.01% 17,750 $71K
23 Aigen Investment Management, LP 0.01% 11,298 $45K
24 Wellington Shields & Co., LLC 0.01% 13,505 $54K
25 Prism Advisors, Inc. 0.01% 11,900 $47K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — B & G Foods Inc (BGS)

What does the Smart Money Trend signal show for BGS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BGS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BGS?

Heavy selling pressure — only 39% buying: Last quarter: 133 funds sold vs only 85 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BGS holders?

Elite ownership — 61% AUM from top-100 funds: 43 of 181 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BGS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BGS?

65% of holders stayed for 2+ years: 120 out of 185 hedge funds have held BGS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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