BUNGE GLOBAL SA BG
COM SHS · Common Stock · CUSIP H11356104
- SectorConsumer staples
- IndustryFats & Oils
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($50.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $106.77. Options: 29 managers hold calls ($193.9m notional), 25 hold puts ($131.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 5 |
| Q1 2023 | 5 |
| Q2 2023 | 7 |
| Q3 2023 | 29 |
| Q4 2023 | 570 |
| Q1 2024 | 589 |
| Q2 2024 | 622 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 3 | 0 |
| Q1 2023 | 2 | 0 |
| Q2 2023 | 2 | 1 |
| Q3 2023 | 24 | 4 |
| Q4 2023 | 526 | 11 |
| Q1 2024 | 305 | 291 |
| Q2 2024 | 314 | 255 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $239.8m | $143.9m | 0.60 |
| Q1 2024 | $290.1m | $101.1m | 0.35 |
| Q2 2024 | $193.9m | $131.1m | 0.68 |
Biggest buyers
| Capital World Investors | Added | +2.1m |
| Legal & General Group Plc | Added | +1.3m |
| Pacer Advisors, Inc. | Added | +883.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +876.6k |
| AMERIPRISE FINANCIAL INC | Added | +518.8k |
| ExodusPoint Capital Management, LP | New | +478.0k |
| NORGES BANK | Added | +434.3k |
| Balyasny Asset Management L.P. | New | +394.8k |
| FIRST TRUST ADVISORS LP | Added | +288.3k |
| BANK OF AMERICA CORP /DE/ | Added | +280.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.5m |
| FMR LLC | Reduced | -1.1m |
| FIL Ltd | Reduced | -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -854.7k |
| Squarepoint Ops LLC | Reduced | -838.1k |
| JPMORGAN CHASE & CO | Reduced | -677.9k |
| BlackRock Inc. | Reduced | -538.3k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -483.1k |
| Invesco Ltd. | Reduced | -457.3k |
| VANGUARD GROUP INC | Reduced | -415.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $42.1m394.7k shares |
| CITADEL ADVISORS LLC | Added | $36.8m344.5k shares |
| UBS Group AG | Added | $16.1m150.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $12.1m113.0k shares |
| GROUP ONE TRADING LLC | Added | $11.7m109.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.1m85.4k shares |
| JANE STREET GROUP, LLC | Reduced | $8.2m76.4k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $8.0m75.0k shares |
| WOLVERINE TRADING, LLC | Added | $7.2m67.0k shares |
| Cubist Systematic Strategies, LLC | Added | $5.3m49.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.2m226.9k shares |
| Portman Square Capital LLP | New | $13.1m122.5k shares |
| JPMORGAN CHASE & CO | New | $10.7m100.0k shares |
| Walnut Level Capital LLC | New | $10.7m100.0k shares |
| CITADEL ADVISORS LLC | Reduced | $9.3m86.9k shares |
| SIMPLEX TRADING, LLC | Added | $8.8m82.0k shares |
| Cubist Systematic Strategies, LLC | Added | $8.3m78.0k shares |
| JANE STREET GROUP, LLC | Reduced | $6.9m64.4k shares |
| Walleye Capital LLC | Added | $5.7m53.3k shares |
| Parallax Volatility Advisers, L.P. | Added | $5.6m52.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Glencore plc
13D · may seek influence
new · filed 2025-07-07
Stated purposeThe information set forth or incorporated by reference in Items 3, 5 and 6 of this Schedule 13D is incorporated by reference into this Item 4. The Reporting Persons acquired the securities of the Issuer covered by this Schedule 13D for investment purposes. However, the Reporting Persons will continually evaluate the Issuer's business, financial condition, results of operations, capital structure, management, synergies, stock market performance, competitive outlook and other relevant factors. As part of such evaluations, the Reporting Persons will seek the views of, hold discussions with, and respond to inquiries from representatives of the Issuer and other persons regarding the Issuer's affairs. Depending on the results of such evaluations, the Reporting Persons may at any time and from… Full filing |
16.4% |
CANADA PENSION PLAN INVESTMENT BOARD
13D · may seek influence
new · filed 2025-07-08
Stated purposeThe information set forth or incorporated by reference in Items 3, 5 and 6 of this Schedule 13D is incorporated by reference into this Item 4. The Reporting Persons acquired the securities of the Issuer covered by this Schedule 13D for investment purposes as part of their ordinary business and investing activities. Subject to certain exceptions, limitations and applicable law, pursuant to the Shareholder's Agreement, dated as of the Closing Date, by and between the Issuer and CPPIB Monroe (the "Shareholder's Agreement"), CPPIB Monroe is entitled to (i) nominate two individuals to the Issuer Board so long as the Reporting Persons (and any affiliates) continue to own at least 10% of the total outstanding shares of the Issuer and (ii) nominate one individual to the Issuer Board so long as th… Full filing |
13.1% |
| Capital World Investors 13G · institution +2.4 pts · filed 2026-05-14 | 10.7% |
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 7.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $2.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-22 | Dimopoulos Christos Co-President, Agribusiness | Sold | $2.1m20.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Capital World Investors 0.33% of their portfolio | 18.9m $2.0bn | Added +2.1m |
| VANGUARD GROUP INC 0.04% of their portfolio | 17.3m $1.8bn | Reduced -415.5k |
| BlackRock Inc. 0.04% of their portfolio | 15.0m $1.6bn | Reduced -538.3k |
| STATE STREET CORP 0.03% of their portfolio | 6.6m $699.4m | Added +274.7k |
| Pacer Advisors, Inc. 1.03% of their portfolio | 4.2m $449.6m | Added +883.1k |
| FMR LLC 0.03% of their portfolio | 3.7m $398.0m | Reduced -1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 3.4m $359.7m | Added +469 |
| Invesco Ltd. 0.06% of their portfolio | 2.6m $278.6m | Reduced -457.3k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.3m $248.6m | Reduced -217.0k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.3m $243.7m | Added +121.1k |
| LSV ASSET MANAGEMENT 0.49% of their portfolio | 2.1m $225.6m | Added +203.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 1.9m $203.8m | Reduced -854.7k |
| NORGES BANK 0.03% of their portfolio | 1.8m $193.2m | Added +434.3k |
| MORGAN STANLEY 0.01% of their portfolio | 1.7m $183.6m | Reduced -3.5m |
| FIL Ltd 0.16% of their portfolio | 1.5m $160.1m | Reduced -1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.4m $148.8m | Added +14.7k |
| Legal & General Group Plc 0.04% of their portfolio | 1.3m $137.5m | Added +1.3m |
| Amundi 0.05% of their portfolio | 1.2m $133.2m | Reduced -110.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $128.4m | Reduced -677.9k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.2m $128.1m | Added +518.8k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 1.1m $113.9m | Reduced -153.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $113.8m | Added +280.3k |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 970.1k $103.6m | Added +184.2k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 885.6k $94.6m | Added +876.6k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 835.2k $89.2m | Reduced -290.4k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 815.0k $87.0m | Added +114.6k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 740.5k $79.4m | Reduced -170.2k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 723.6k $77.3m | Added +19.1k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 632.7k $67.5m | Added +186.3k |
| KBC Group NV 0.20% of their portfolio | 631.9k $67.5m | Added +103.4k |
| Aberdeen Group plc 0.12% of their portfolio | 597.0k $63.7m | Added +8.9k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 572.7k $61.2m | Added +83.0k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 502.1k $53.6m | Added +288.3k |
| VAN ECK ASSOCIATES CORP 0.07% of their portfolio | 483.9k $51.7m | Reduced -33.4k |
| ExodusPoint Capital Management, LP 0.56% of their portfolio | 478.0k $51.0m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 449.6k $48.0m | Added +39.1k |
| Swiss National Bank 0.03% of their portfolio | 424.6k $45.3m | Reduced -10.5k |
| MBB PUBLIC MARKETS I LLC 0.90% of their portfolio | 410.4k $43.8m | Reduced -299.3k |
| UBS Group AG 0.01% of their portfolio | 407.6k $43.5m | Added +12.3k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 394.8k $42.2m | New |
| BARCLAYS PLC 0.02% of their portfolio | 388.0k $41.4m | Reduced -328.9k |
| Caisse de depot et placement du Quebec 0.09% of their portfolio | 366.0k $39.1m | Reduced -348.0k |
| AVIVA PLC 0.10% of their portfolio | 346.6k $37.0m | Added +50.4k |
| Verition Fund Management LLC 0.29% of their portfolio | 346.1k $37.0m | Added +65.4k |
| Squarepoint Ops LLC 0.14% of their portfolio | 343.2k $36.6m | Reduced -838.1k |
| MANAGED ASSET PORTFOLIOS, LLC 5.33% of their portfolio | 336.9k $36.0m | Reduced -15.9k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 331.0k $35.3m | Reduced -309.7k |
| National Pension Service 0.04% of their portfolio | 305.6k $32.6m | Reduced -9.7k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.54% of their portfolio | 287.8k $30.7m | Added +28.9k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 278.3k $29.7m | Added +11.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 276.0k $29.5m | Added +11.0k |
| Baker Avenue Asset Management, LP 0.98% of their portfolio | 269.9k $28.8m | Reduced -8.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 266.3k $28.4m | Reduced -10.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 248.7k $26.6m | Added +17.6k |
| Rockefeller Capital Management L.P. 0.07% of their portfolio | 234.8k $25.1m | Added +3.6k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 234.4k $25.0m | Added +37.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.07% of their portfolio | 219.0k $23.4m | Reduced -483.1k |
| Brandywine Global Investment Management, LLC 0.17% of their portfolio | 215.4k $23.0m | Added +36.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 211.0k $22.5m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 207.3k $22.1m | Added +61.0k |
| CITIGROUP INC 0.02% of their portfolio | 205.3k $21.9m | Added +52.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 204.0k $21.8m | Added +6.2k |
| STRS OHIO 0.08% of their portfolio | 199.2k $21.3m | Reduced -42.4k |
| SG Americas Securities, LLC 0.13% of their portfolio | 193.5k $20.7m | Added +118.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 191.7k $20.5m | Added +26.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 190.5k $20.3m | Reduced -5.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 185.3k $19.8m | Reduced -19.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 185.0k $19.8m | Reduced -27.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 172.5k $18.4m | Reduced -8.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 170.4k $18.2m | Added +2.8k |
| Ninety One UK Ltd 0.05% of their portfolio | 164.6k $17.6m | Added +54.9k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 164.2k $17.5m | Added +66.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 152.6k $16.3m | Reduced -1.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 149.8k $16.0m | New |
| CAPITAL INTERNATIONAL SARL 0.45% of their portfolio | 138.1k $14.7m | Added +6.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 135.8k $14.5m | Reduced -6.7k |
| Swedbank AB 0.02% of their portfolio | 128.3k $13.7m | Reduced -37.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 125.6k $13.4m | Added +19.1k |
| LMCG INVESTMENTS, LLC 0.77% of their portfolio | 124.2k $13.3m | Reduced -908 |
| STEPHENS INC /AR/ 0.20% of their portfolio | 122.3k $13.1m | Added +1.5k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.77% of their portfolio | 122.3k $13.1m | Added +2.2k |
| TD Asset Management Inc 0.01% of their portfolio | 119.1k $12.7m | Reduced -9.3k |
| CAPITAL INTERNATIONAL LTD /CA/ 0.58% of their portfolio | 118.2k $12.6m | Reduced -76 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.13% of their portfolio | 117.5k $12.5m | New |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 117.3k $12.5m | Added +35.2k |
| AXA S.A. 0.02% of their portfolio | 113.0k $12.1m | Added +11.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 112.7k $12.0m | Added +4.5k |
| Capital International, Inc./CA/ 0.16% of their portfolio | 112.6k $12.0m | Added +20.1k |
| Old West Investment Management, LLC 5.30% of their portfolio | 112.6k $12.0m | Added +4.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 110.0k $11.7m | Added +64.2k |
| Korea Investment CORP 0.03% of their portfolio | 103.0k $11.0m | Added +4.7k |
| Aldebaran Capital, LLC 10.09% of their portfolio | 101.5k $10.8m | New |
| Edge Capital Group, LLC 0.51% of their portfolio | 99.6k $10.6m | Added +3.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 98.2k $10.6m | Added +16.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 89.3k $9.5m | Added +660 |
| Sicart Associates LLC 3.65% of their portfolio | 89.2k $9.5m | Added +257 |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 88.3k $9.4m | Reduced -9.8k |
| Varma Mutual Pension Insurance Co 0.08% of their portfolio | 87.8k $9.4m | Reduced -96.2k |
| Illinois Municipal Retirement Fund 0.14% of their portfolio | 87.7k $9.4m | Reduced -2.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio | 87.2k $9.3m | Added +6.5k |