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Beneficient

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, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% 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
6
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIP
1
Hatteras Investment Partners
North Carolina
$23.4M 48,052,901 -1,135,557 -2%
RCM
2
Rivernorth Capital Management
Florida
$1.22M 2,483,443
Vanguard Group
3
Vanguard Group
Pennsylvania
$481K 990,122 +443,546 +81%
BlackRock
4
BlackRock
New York
$423K 869,278
Geode Capital Management
5
Geode Capital Management
Massachusetts
$317K 652,733 +14,016 +2%
Northern Trust
6
Northern Trust
Illinois
$78.8K 162,113 +48,294 +42%
Stifel Financial
7
Stifel Financial
Missouri
$42.8K 88,000 +88,000 New
NFSG
8
Newbridge Financial Services Group
Florida
$32.6K 67,074 -29,188 -30%
Charles Schwab
9
Charles Schwab
California
$18.4K 37,842
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.4K 37,833
AFP
11
Ausdal Financial Partners
Iowa
$13.7K 28,217 +28,217 New
State Street
12
State Street
Massachusetts
$12K 24,600 +24,600 New
Citadel Advisors
13
Citadel Advisors
Florida
$8.76K 18,018 +7,319 +68%
Victory Capital Management
14
Victory Capital Management
Texas
$8.73K 17,968 +5,319 +42%
TSS
15
Two Sigma Securities
New York
$7.77K 15,975 +15,975 New
HWM
16
HFG Wealth Management
Texas
$6.94K 14,274 +14,274 New
TRCT
17
Tower Research Capital (TRC)
New York
$4.75K 9,766 +9,766 New
Bank of America
18
Bank of America
North Carolina
$272 559 -18,781 -97%
Wells Fargo
19
Wells Fargo
California
$245 504 +42 +9%
Morgan Stanley
20
Morgan Stanley
New York
-250 Closed
CFGS
21
Concourse Financial Group Securities
Alabama