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Bunge Global SA

BG Consumer Staples
$114 $-0.36 (-0.31%)
Market Cap: $21.9 B
Gurus Holding
10
Popularity Rank
#477
% of Shares Held
0.92%
Net Activity (Q2 2026)
+$74.02 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $200.7 M.

Top institutional holders include Steven Cohen and Murray Stahl.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $74.02 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 62.8%.

Key Holders

Top 5 by Value

$80.4 M
$30.32 M
$25.64 M
$25.43 M
$9.81 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$91.97 M
Total Buy Value
New Buys 2
Additions 3
-$17.95 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for Bunge Global SA (BG)

Major holders include Steven Cohen ($80.4 M), Murray Stahl ($30.32 M), Cliff Asness ($25.64 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.76 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $74.02 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited BG. The total reported sell value was $17.95 M.

Yes, 2 managers opened new positions in BG, and 3 increased their existing holdings. The total reported buy value was $91.97 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 14426.6% 753,348 $80.4 M Q2 2026
0.34% Reduce -15.7% 284,079 $30.32 M Q2 2026
0.01% Add 2.3% 240,213 $25.64 M Q2 2026
0.06% Reduce -3.0% 238,285 $25.43 M Q2 2026
0.06% New Buy 91,952 $9.81 M Q2 2026
2.02% 70,000 $7.47 M Q2 2026
0.04% Add 66.9% 40,018 $4.27 M Q2 2026
0.04% Reduce -51.9% 33,054 $3.53 M Q2 2026
0.00% Reduce -62.8% 9,515 $1.02 M Q2 2026
0.00% New Buy 25 $2,728 Q2 2026
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