Beneficient
BENF
13 hedge funds and large institutions have $140M invested in Beneficient in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
63% more funds holding
Funds holding: 8 → 13 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 0.04% → 0.03% (-0.01%)
10% less capital invested
Capital invested by funds: $157M → $140M (-$16.4M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.13M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.57M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.34M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$279K |
| 5 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIP
Hatteras Investment Partners
Raleigh,
North Carolina
|
-$590K |
| 2 |
State Street
Boston,
Massachusetts
|
-$82.8K |
| 3 |
Millennium Management
New York
|
-$57.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$54.9K |
| 5 |
VF
Virtu Financial
New York
|
-$43K |
BENF Hedge Fund Activity: Q3 2023 in Review
13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q3 2023, worth a combined $140M — down 10% from $157M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BENF positions and 4 closed out — a net gain of 5 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $2.13M. The largest seller was Hatteras Investment Partners, cutting an estimated $590K.
- 13 institutional investors held Beneficient (BENF) as of Q3 2023, up from 8 in Q2 2023.
- Funds reported $140M of Beneficient stock for Q3 2023, down 10% quarter-over-quarter.
- 9 funds opened new Beneficient positions in Q3 2023 and 4 closed out, a net change of +5 holders.
- The largest Beneficient buyer in Q3 2023 was BlackRock, an estimated $2.13M added.
- The largest Beneficient seller in Q3 2023 was Hatteras Investment Partners, an estimated $590K sold.
Based on aggregated 13F filings for Q3 2023.