BGS
B&G Foods, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones +5.7% ·
nuevas posiciones netas +9.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | -9 | 36.31M | $144.80M | +1 | −10 |
| Q1 2026 | 86 | +6 | 42.03M | $202.56M | +9 | −3 |
| Q4 2025 | 80 | 0 | 42.08M | $181.29M | +1 | −1 |
| Q3 2025 | 17 | +1 | 26.16M | $116.22M | +3 | −2 |
| Q2 2025 | 13 | -1 | 27.39M | $116.47M | +1 | −2 |
| Q1 2025 | 11 | 0 | 9.03M | $62.64M | +1 | −1 |
| Q4 2024 | 11 | -1 | 7.14M | $49.78M | — | −1 |
| Q3 2024 | 11 | +1 | 3.62M | $32.16M | +1 | — |
| Q2 2024 | 10 | — | 3.43M | $27.68M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 1.80M | +1.4% | $16.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.80M | +1.4% | $16.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 423.20K | -32.5% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 423.20K | -32.5% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 423.20K | -32.5% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 422.30K | -7.2% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 389.70K | +95.7% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 220.72K | +126.0% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 108.35K | Nuevo | $962,183 | 0.0% | New | 1 | SEC ↗ |
| 10 | Marshall Wace ✦ | 68.97K | +217.5% | $612,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 68.97K | +217.5% | $612,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 68.97K | +217.5% | $612,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 62.72K | +9.5% | $557,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 54.69K | -33.4% | $485,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 40.61K | +19.9% | $360,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 26.43K | -63.9% | $234,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $962,183 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 218 tenedores, 50.32M acciones, $240.90M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.