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 ($9.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $80.26. Options: 25 managers hold calls ($131.9m notional), 26 hold puts ($171.1m).
Trends to Q2 2025
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 |
| Q3 2024 | 615 |
| Q4 2024 | 597 |
| Q1 2025 | 588 |
| Q2 2025 | 611 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 24 | 4 |
| Q4 2023 | 526 | 11 |
| Q1 2024 | 305 | 291 |
| Q2 2024 | 314 | 255 |
| Q3 2024 | 284 | 321 |
| Q4 2024 | 255 | 328 |
| Q1 2025 | 290 | 309 |
| Q2 2025 | 330 | 278 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $246.9m | $99.8m | 0.40 |
| Q4 2024 | $164.4m | $156.7m | 0.95 |
| Q1 2025 | $184.0m | $208.6m | 1.13 |
| Q2 2025 | $131.9m | $171.1m | 1.30 |
Biggest buyers
| Capital World Investors | Added | +6.3m |
| Point72 Asset Management, L.P. | New | +1.2m |
| Ilex Capital Partners (UK) LLP | Added | +707.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +572.7k |
| Alyeska Investment Group, L.P. | New | +380.5k |
| CITADEL ADVISORS LLC | Added | +337.0k |
| FIL Ltd | Added | +284.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +201.7k |
| Verition Fund Management LLC | Added | +194.9k |
| ExodusPoint Capital Management, LP | New | +166.4k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.5m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -759.5k |
| D. E. Shaw & Co., Inc. | Reduced | -490.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -407.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -407.2k |
| Man Group plc | Reduced | -405.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -354.6k |
| HRT FINANCIAL LP | Reduced | -309.9k |
| AVIVA PLC | Reduced | -300.1k |
| FMR LLC | Reduced | -288.0k |
Biggest calls
| UBS Group AG | Reduced | $17.9m223.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $17.4m216.8k shares |
| CITADEL ADVISORS LLC | Reduced | $17.2m214.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $11.8m146.5k shares |
| JANE STREET GROUP, LLC | Reduced | $7.9m98.6k shares |
| IMC-Chicago, LLC | Reduced | $7.4m92.5k shares |
| D. E. Shaw & Co., Inc. | Added | $6.9m85.4k shares |
| GROUP ONE TRADING LLC | Reduced | $6.7m83.9k shares |
| Squarepoint Ops LLC | Added | $6.1m76.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.6m57.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $25.9m322.2k shares |
| Twin Tree Management, LP | Added | $17.7m220.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.2m189.8k shares |
| JANE STREET GROUP, LLC | Reduced | $14.9m186.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $13.4m166.4k shares |
| Walnut Level Capital LLC | New | $12.0m150.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $12.0m149.7k shares |
| UBS Group AG | Reduced | $9.6m120.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $8.7m108.1k shares |
| SIMPLEX TRADING, LLC | Added | $8.2m101.8k 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 2025
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 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $2.1m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 16.7m $1.3bn | Reduced -9.0k |
| BlackRock, Inc. 0.02% of their portfolio | 16.0m $1.3bn | Reduced -49.7k |
| Capital World Investors 0.18% of their portfolio | 15.5m $1.2bn | Added +6.3m |
| STATE STREET CORP 0.02% of their portfolio | 6.8m $549.5m | Added +15.1k |
| FMR LLC 0.02% of their portfolio | 4.3m $341.8m | Reduced -288.0k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 3.9m $314.7m | Added +572.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.5m $282.7m | Added +80.1k |
| Invesco Ltd. 0.04% of their portfolio | 3.1m $252.0m | Reduced -190.1k |
| FIL Ltd 0.16% of their portfolio | 2.3m $187.3m | Added +284.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.2m $179.3m | Reduced -88.0k |
| LSV ASSET MANAGEMENT 0.40% of their portfolio | 2.1m $171.5m | Added +43.3k |
| MORGAN STANLEY 0.01% of their portfolio | 2.1m $166.7m | Added +64.0k |
| NORGES BANK 0.02% of their portfolio | 1.9m $149.4m | Reduced -79.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $136.7m | Added +99.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.5m $119.5m | Added +201.7k |
| Amundi 0.04% of their portfolio | 1.5m $117.3m | Added +120.6k |
| AustralianSuper Pty Ltd 0.48% of their portfolio | 1.2m $95.1m | Reduced -27.1k |
| Point72 Asset Management, L.P. 0.22% of their portfolio | 1.2m $92.6m | New |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.0m $83.8m | Added +54.1k |
| UBS Group AG 0.02% of their portfolio | 939.0k $75.4m | Added +87.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 914.9k $73.5m | Added +75.0k |
| Ilex Capital Partners (UK) LLP 2.37% of their portfolio | 891.7k $71.6m | Added +707.3k |
| Legal & General Group Plc 0.02% of their portfolio | 772.3k $62.0m | Reduced -222.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 751.0k $60.3m | Reduced -58.2k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 718.8k $57.7m | Reduced -18.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 613.4k $49.2m | Reduced -407.2k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 588.0k $47.2m | Reduced -407.5k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 581.1k $46.7m | Reduced -11.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio | 567.6k $45.6m | Reduced -759.5k |
| Verition Fund Management LLC 0.26% of their portfolio | 565.6k $45.4m | Added +194.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 528.2k $42.4m | Reduced -10.5k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 521.0k $41.8m | Added +6.6k |
| Nuveen, LLC 0.01% of their portfolio | 514.7k $41.3m | Reduced -21.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 437.6k $35.1m | Added +82.3k |
| Swiss National Bank 0.02% of their portfolio | 405.4k $32.5m | Added +11.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 396.6k $31.8m | Added +337.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 393.8k $31.6m | Reduced -117.4k |
| BARCLAYS PLC 0.01% of their portfolio | 385.8k $31.0m | Reduced -49.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 384.6k $30.9m | Reduced -18.0k |
| MBB PUBLIC MARKETS I LLC 3.52% of their portfolio | 380.9k $30.6m | Reduced -50.7k |
| Alyeska Investment Group, L.P. 0.11% of their portfolio | 380.5k $30.5m | New |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.33% of their portfolio | 351.3k $28.2m | Added +23.1k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 324.9k $26.1m | Added +116.7k |
| COHEN & STEERS, INC. 0.05% of their portfolio | 323.3k $26.0m | Added +43.6k |
| Baker Avenue Asset Management, LP 0.70% of their portfolio | 304.8k $24.5m | Added +3.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 301.7k $24.2m | Added +11.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 299.8k $24.1m | Added +21.4k |
| Yaupon Capital Management LP 1.60% of their portfolio | 299.3k $24.0m | Added +38.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 297.3k $23.9m | Reduced -354.6k |
| MANAGED ASSET PORTFOLIOS, LLC 3.09% of their portfolio | 295.8k $23.7m | Added +2.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 273.8k $22.0m | Reduced -121.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 258.2k $20.7m | Reduced -7.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 244.1k $19.6m | Added +125.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 231.8k $18.6m | Added +26.2k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 219.0k $17.6m | Reduced -38.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio | 211.0k $16.9m | Unchanged |
| Allianz Asset Management GmbH 0.02% of their portfolio | 207.1k $16.6m | Reduced -38.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 204.4k $16.4m | Added +100.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 204.2k $16.4m | Reduced -24.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.18% of their portfolio | 199.0k $16.0m | Added +7.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 196.6k $15.8m | Reduced -4.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.42% of their portfolio | 194.2k $15.6m | Reduced -31.1k |
| AVIVA PLC 0.03% of their portfolio | 189.6k $15.2m | Reduced -300.1k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.93% of their portfolio | 189.0k $15.2m | Added +6.0k |
| CITIGROUP INC 0.01% of their portfolio | 187.0k $15.0m | Added +29.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 171.1k $13.7m | Added +123.0k |
| Walnut Level Capital LLC 10.94% of their portfolio | 170.2k $13.7m | Added +145.2k |
| Swedbank AB 0.02% of their portfolio | 169.2k $13.6m | First filing |
| Old West Investment Management, LLC 4.47% of their portfolio | 169.0k $13.6m | Added +5.8k |
| ExodusPoint Capital Management, LP 0.16% of their portfolio | 166.4k $13.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 166.3k $13.4m | Added +1.3k |
| AE Wealth Management LLC 0.10% of their portfolio | 163.9k $13.2m | Added +154.3k |
| MOORE CAPITAL MANAGEMENT, LP 0.25% of their portfolio | 155.2k $12.5m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 153.3k $12.3m | Reduced -18.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 152.3k $12.2m | Added +74.8k |
| CAPITAL INTERNATIONAL SARL 0.23% of their portfolio | 148.0k $11.9m | Added +63.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 142.0k $11.4m | Added +16.4k |
| STEPHENS INC /AR/ 0.14% of their portfolio | 129.8k $10.4m | Reduced -3.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 128.6k $10.3m | Reduced -4.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 128.5k $10.3m | Added +690 |
| Aberdeen Group plc 0.02% of their portfolio | 125.7k $10.1m | Added +19.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 125.4k $10.1m | Reduced -224.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 123.1k $9.9m | Added +1.3k |
| LMCG INVESTMENTS, LLC 0.62% of their portfolio | 122.7k $9.8m | Reduced -2.3k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 122.4k $9.8m | Reduced -8.1k |
| Kingsview Wealth Management, LLC 0.16% of their portfolio | 116.6k $9.4m | Reduced -3.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 115.2k $9.2m | Reduced -14.8k |
| SIR Capital Management, L.P. 0.81% of their portfolio | 112.5k $9.0m | New |
| CAPITAL INTERNATIONAL LTD /CA/ 0.34% of their portfolio | 111.8k $9.0m | Added +43.4k |
| Woodline Partners LP 0.05% of their portfolio | 109.9k $8.8m | Added +98.7k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 109.2k $8.8m | Added +36.3k |
| Cinctive Capital Management LP 0.49% of their portfolio | 108.5k $8.7m | New |
| TOWLE & CO 2.05% of their portfolio | 108.4k $8.7m | Reduced -12.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 108.3k $8.7m | Added +12.3k |
| KLP KAPITALFORVALTNING AS 0.04% of their portfolio | 107.2k $8.6m | Added +3.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 101.8k $8.2m | Added +4.5k |
| Aldebaran Capital, LLC 7.77% of their portfolio | 98.1k $7.9m | Added +303 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 95.0k $7.6m | Added +8.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.05% of their portfolio | 93.7k $7.5m | Added +1.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 92.8k $7.5m | Reduced -3.5k |