Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bunge Global SA (BG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — BG

Based on 746 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
746 hedge funds hold BG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

418 buying353 selling
Last quarter: 418 funds bought or added vs 353 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 64 → 131 → 151 → 127. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 22% new
459 out of 746 hedge funds have held BG 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 -14%

Value
-14%
Shares
+10%
Last quarter: funds added +10% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

106 → 64 → 131 → 151 → 127 new funds/Q
New funds entering each quarter: 64 → 131 → 151 → 127. A growing number of institutions are discovering BG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 780 holders: 536 (69%) are 2+ year veterans, 76 entered 1–2 years ago, and 168 (22%) 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
67 of 740 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — BG

In 2026 Q2, 418 hedge funds were net buyers of BG (127 opened a new position, 291 added to an existing one), while 353 reduced or exited (260 trimmed, 93 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in BG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 746.

Hedge Fund Ownership: BG

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

Market Analysis: BG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BG

-- --

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

Is It Too Late to Buy Bunge Global SA (BG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BG has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
BG
+8.3%
XLP
-0.3%

BG outperformed XLP by +8.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
BG
+2.3%
XLP
-3.8%

Since the filing became public, BG outperformed XLP by +6.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 6 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: BG
734 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 734 712 3.09%
13F Shares 187M 186M 0.53%
Total Value $19.80B $23.32B -15.09%
New Positions 125 151 -26
Increased Positions 284 245 +39
Closed Positions 97 77 +20
Reduced Positions 247 229 +18
Total Calls 21 19 10.53%
Total Puts 18 20 -10.0%
PUT/CALL Ratio 0.86 1.05 Neutral

Statistics: BG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

734 + investors

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

QUARTER:
Top 25 BG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Glencore plc 71.93% 32,806,103 $3.50B
2 Aldebaran Capital, LLC 5.34% 66,634 $7.1M
3 Spruce Point Capital Management, LLC 3.73% 20,200 $2.2M
4 Concorde Financial Corp 3.34% 38,828 $4.1M
5 Managed Asset Portfolios, LLC 3.10% 254,462 $27.2M
6 American Trust Investment Advisors, LLC 2.92% 55,341 $5.9M
7 apricus wealth, LLC 2.46% 48,357 $5.2M
8 Cutler Capital Management, LLC 2.16% 77,792 $8.3M
9 Bruce & Co., Inc. 2.02% 70,000 $7.5M
10 Colrain Capital LLC 1.95% 53,993 $5.8M
11 Merewether Investment Management, LP 1.94% 965,795 $103.1M
12 Towle & Co 1.83% 50,715 $5.4M
13 Eagle Harbor Asset Management Inc /Adv 1.62% 13,176 $1.2M
14 Canada Pension Plan Investment Board 1.55% 26,247,358 $2.80B
15 Old West Investment Management, LLC 1.53% 135,751 $14.5M
16 Sicart Associates LLC 1.53% 58,646 $6.3M
17 SIR Capital Management, L.P. 1.47% 120,100 $12.8M
18 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.46% 2,179,909 $232.7M
19 Advisortrust Partners, LLC 1.28% 35,096 $3.7M
20 Calydon Capital 1.25% 79,947 $8.5M
21 Hartree Partners, LP 1.13% 49,447 $5.3M
22 Turas Capital Management LP 1.02% 20,900 $2.2M
23 Twinbeech Capital LP 1.00% 51,909 $5.5M
24 Jones Kertz & Associates, Inc. 0.83% 16,939 $1.8M
25 Bosman Wealth Management, LLC 0.79% 11,930 $1.3M
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 — Bunge Global SA (BG)

What does the Smart Money Trend signal show for BG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BG?

Slight buying edge — 54% buying: Last quarter: 418 funds bought or added vs 353 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BG holders?

Elite ownership — 61% AUM from top-100 funds: 67 of 740 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BG. 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 BG?

62% of holders stayed for 2+ years: 459 out of 746 hedge funds have held BG 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.

Is it too late to buy Bunge Global SA (BG) following the 2026 Q2 hedge fund 13F filings?

As of today, BG has moved +2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.8% for the XLP sector ETF — an outperformance of +6.1%. Since the quarter end (June 30, 2026), BG has gained +8.3% vs -0.3% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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