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Beneficient
BENF

19 hedge funds and large institutions have $26.1M invested in Beneficient in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

46% more funds holding

Funds holding: 13 → 19 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 0.03% → 0.03% (-0%)

81% less capital invested

Capital invested by funds: $140M → $26.1M (-$114M)

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$327K
2
Stifel Financial
Stifel Financial
Missouri
+$65.1K
3
Northern Trust
Northern Trust
Illinois
+$35.4K
4
AFP
Ausdal Financial Partners
Iowa
+$20.8K
5
State Street
State Street
Massachusetts
+$17.9K

Top Sellers

Rank Fund Capital Flow
1
HIP
Hatteras Investment Partners
North Carolina
-$837K
2
NFSG
Newbridge Financial Services Group
Florida
-$21.2K
3
Bank of America
Bank of America
North Carolina
-$13.7K
4
Morgan Stanley
Morgan Stanley
New York
-$648
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1
Hatteras Investment Partners
North Carolina
$23.4M -$837K -1,774 -2%
RCM
2
Rivernorth Capital Management
Florida
$1.22M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$481K +$327K +693 +81%
BlackRock
4
BlackRock
New York
$423K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$317K +$10.4K +22 +2%
Northern Trust
6
Northern Trust
Illinois
$78.8K +$35.4K +75 +42%
Stifel Financial
7
Stifel Financial
Missouri
$42.8K +$65.1K +138 New
NFSG
8
Newbridge Financial Services Group
Florida
$32.6K -$21.2K -45 -30%
Charles Schwab
9
Charles Schwab
California
$18.4K – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.4K – – –
AFP
11
Ausdal Financial Partners
Iowa
$13.7K +$20.8K +44 New
State Street
12
State Street
Massachusetts
$12K +$17.9K +38 New
Citadel Advisors
13
Citadel Advisors
Florida
$8.76K +$5.19K +11 +65%
Victory Capital Management
14
Victory Capital Management
Texas
$8.73K +$3.78K +8 +40%
TSS
15
Two Sigma Securities
New York
$7.76K +$11.8K +25 New
HWM
16
HFG Wealth Management
Texas
$6.94K +$10.4K +22 New
TRCT
17
Tower Research Capital (TRC)
New York
$4.75K +$7.08K +15 New
Bank of America
18
Bank of America
North Carolina
$272 -$13.7K -29 -97%
Wells Fargo
19
Wells Fargo
California
$245 – – –
Morgan Stanley
20
Morgan Stanley
New York
– -$648 – –

BENF Hedge Fund Activity: Q4 2023 in Review

19 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q4 2023, worth a combined $26.1M — down 81% from $140M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BENF positions and 0 closed out — a net gain of 6 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $327K. The largest seller was Hatteras Investment Partners, cutting an estimated $837K.

  • 19 institutional investors held Beneficient (BENF) as of Q4 2023, up from 13 in Q3 2023.
  • Funds reported $26.1M of Beneficient stock for Q4 2023, down 81% quarter-over-quarter.
  • 6 funds opened new Beneficient positions in Q4 2023 and 0 closed out, a net change of +6 holders.
  • The largest Beneficient buyer in Q4 2023 was Vanguard Group, an estimated $327K added.
  • The largest Beneficient seller in Q4 2023 was Hatteras Investment Partners, an estimated $837K sold.

Based on aggregated 13F filings for Q4 2023.