Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bgc Group Inc (BGC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — BGC

Based on 354 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BGC 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 (99% of max)

99% of all-time peak
354 hedge funds hold BGC 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

193 buying161 selling
Last quarter: 193 funds bought or added vs 161 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.
➡️

Steady new buyers — ~53 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 54 → 58 → 50 → 53. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 27% medium ■ 19% new
194 out of 354 hedge funds have held BGC 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.
➡️

Steady discovery — ~53 new funds/quarter

59 → 54 → 58 → 50 → 53 new funds/Q
New funds entering each quarter: 54 → 58 → 50 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Of 360 current holders: 216 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
50 of 354 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — BGC

In 2026 Q1, 193 hedge funds were net buyers of BGC (53 opened a new position, 140 added to an existing one), while 161 reduced or exited (115 trimmed, 46 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 33% of total institutional value in BGC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 354.

Hedge Fund Ownership: BGC

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

Market Analysis: BGC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGC

-- --

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

Is It Too Late to Buy Bgc Group Inc (BGC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BGC has moved relative to its sector benchmark (XLF) since the 2026 Q1 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 March 31, 2026 · 76d ago
BGC
+21.2%
XLF
+8.0%

BGC outperformed XLF by +13.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
BGC
+3.8%
XLF
+4.4%

Since the filing became public, BGC outperformed XLF by -0.6% .

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.

33 top-rated funds 6 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: BGC
353 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 353 347 1.73%
13F Shares 297M 298M -0.3%
Total Value $2.85B $2.69B 5.84%
New Positions 53 50 +3
Increased Positions 139 115 +24
Closed Positions 47 62 -15
Reduced Positions 112 139 -27
Total Calls 4 4 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.5 0.25 Bullish

Statistics: BGC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

353 + investors

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

QUARTER:
Top 25 BGC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Keefe Stevens Advisory, Inc. 4.36% 1,805,789 $17.7M
2 Private Capital Management, LLC 4.03% 4,138,422 $40.5M
3 Muhlenkamp & Co Inc 3.72% 1,443,941 $14.1M
4 CM Management, LLC 3.68% 450,000 $4.4M
5 AltraVue Capital, LLC 2.94% 3,493,890 $34.2M
6 Karl Kapital LLC 2.60% 383,974 $3.8M
7 Rubric Capital Management LP 2.41% 23,300,000 $227.9M
8 Mork Capital Management, LLC 1.74% 250,000 $2.4M
9 Private Management Group Inc 0.94% 3,323,964 $32.5M
10 Phocas Financial Corp. 0.84% 549,320 $5.4M
11 Live Oak Investment Partners 0.81% 140,909 $1.4M
12 Legato Capital Management LLC 0.75% 844,728 $8.3M
13 Mountain Hill Investment Partners Corp. 0.56% 97,174 $950K
14 Essex Investment Management Co LLC 0.52% 336,781 $3.3M
15 Soros Fund Management LLC 0.45% 4,199,713 $41.1M
16 RBF Capital, LLC 0.45% 880,325 $8.6M
17 PDT Partners, LLC 0.42% 723,612 $7.1M
18 Robertson Stephens Wealth Management, LLC 0.38% 1,376,167 $13.5M
19 CWC Advisors, LLC. 0.29% 61,969 $606K
20 Ashton Thomas Securities, LLC 0.28% 231,882 $2.3M
21 Permanens Capital L.P. 0.21% 170,000 $1.7M
22 Tranquility Partners, LLC 0.21% 57,789 $565K
23 Keynote Financial Services LLC 0.20% 37,921 $371K
24 Synergy Asset Management, LLC 0.19% 182,282 $1.8M
25 Emergent Wealth Advisors, LLC 0.19% 32,180 $315K
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 — Bgc Group Inc (BGC)

What does the Smart Money Trend signal show for BGC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BGC 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 BGC?

Slight buying edge — 55% buying: Last quarter: 193 funds bought or added vs 161 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 BGC holders?

Strong quality — 33% AUM from major funds: 50 of 354 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BGC?

55% of holders stayed for 2+ years: 194 out of 354 hedge funds have held BGC 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 Bgc Group Inc (BGC) following the 2026 Q1 hedge fund 13F filings?

As of today, BGC has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), BGC has gained +21.2% vs +8.0% for XLF. 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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