BGS
B&G Foods, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones +1.4% ·
nuevas posiciones netas -7.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| 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 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 6.04M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 6.04M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 6.04M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 6.04M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 6.04M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (pasivo) | 3.15M | +3.1% | $13.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 1.91M | -1.0% | $8.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 1.91M | -1.0% | $8.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 1.59M | +27.2% | $6.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Millennium Management ✦ | 708.18K | -62.5% | $3.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Marshall Wace ✦ | 700.64K | +566.8% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Marshall Wace ✦ | 700.64K | +566.8% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Marshall Wace ✦ | 700.64K | +566.8% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 482.62K | +142.0% | $2.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 435.19K | +165.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 435.19K | +165.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 435.19K | +165.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 435.19K | +165.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Point72 Asset Management ✦ | 211.70K | Nuevo | $895,480 | 0.0% | New | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 127.50K | -57.4% | $539,325 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 88.59K | +15.3% | $375,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 20.37K | — | $86,180 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 20.37K | — | $86,180 | 0.0% | n/c | 1 | 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 | $895,480 | 0.0% |
Posición cerrada
| D. E. Shaw & Co. | $386,664 | era 0.0% |
| Gotham Asset Management | $69,497 | era 0.0% |
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.