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Bunge Global SA

BG Consumer Staples
$127.2 +$0.92 (0.73%)
Market Cap: $24.61 B
Gurus Holding
9
Popularity Rank
#613
% of Shares Held
0.89%
Net Activity (Q4 2025)
+$45.02 M

Guru Ownership Trend

Guru Analysis for Bunge Global SA (BG)

Bunge Global SA (BG), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $220.08 M.

Top institutional holders include Steven Cohen and Murray Stahl.

Institutional sentiment is currently Bullish. This is evidenced by a $45.02 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 31.2%.

Key Holders

Top 5 by Value

$32.28 M
$31.09 M
$27.54 M
$21.94 M
$21.1 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$61.72 M
Total Buy Value
New Buys 3
Additions 3
-$16.7 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Bunge Global SA (BG)

Major holders include Steven Cohen ($32.28 M), Murray Stahl ($31.09 M), Cliff Asness ($27.54 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.73 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $45.02 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited BG. The total reported sell value was $16.7 M.

Yes, 3 managers opened new positions in BG, and 3 increased their existing holdings. The total reported buy value was $61.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% New Buy 362,319 $32.28 M Q4 2025
0.42% Reduce -0.3% 348,994 $31.09 M Q4 2025
0.01% Reduce -31.2% 309,137 $27.54 M Q4 2025
0.08% Add 2.3% 246,258 $21.94 M Q4 2025
0.11% Add 1187.1% 236,830 $21.1 M Q4 2025
0.09% New Buy 86,568 $7.71 M Q4 2025
1.93% Reduce -12.5% 70,000 $6.24 M Q4 2025
0.02% Add 32.5% 66,292 $5.91 M Q4 2025
0.00% New Buy 3,773 $336,099 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form