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Beneficient
BENF

Overview Fund Activity

21 hedge funds and large institutions have $3.44M invested in Beneficient in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.3%
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
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$17.6K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$50.2K
3
TRCT
3
Tower Research Capital (TRC)
New York
$6.9K
4
AFP
4
Ausdal Financial Partners
Iowa
$6.55K
5
Jane Street
5
Jane Street
New York
$4.64K

Top Sellers

1
HIP
1
Hatteras Investment Partners
North Carolina
$3.02M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
1
Hatteras Investment Partners
North Carolina
$3.02M 45,019,758 -3,033,143 -6%
RCM
2
Rivernorth Capital Management
Florida
$174K 2,483,443 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.3K 990,122 – –
BlackRock
4
BlackRock
New York
$58.2K 869,278 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$50.2K 749,006 +96,273 +15%
Millennium Management
6
Millennium Management
New York
$17.6K 261,997 +261,997 New
Northern Trust
7
Northern Trust
Illinois
$10.9K 162,113 – –
Stifel Financial
8
Stifel Financial
Missouri
$9.92K 148,000 +60,000 +68%
TRCT
9
Tower Research Capital (TRC)
New York
$6.9K 103,003 +93,237 +955%
AFP
10
Ausdal Financial Partners
Iowa
$6.55K 97,717 +69,500 +246%
HWM
11
HFG Wealth Management
Texas
$5.32K 79,425 +65,151 +456%
Jane Street
12
Jane Street
New York
$4.64K 69,223 +69,223 New
XT
13
XTX Topco
Cayman Islands
$2.52K 37,665 +37,665 New
MSAM
14
Moloney Securities Asset Management
Missouri
$2.01K 29,932 +29,932 New
NFSG
15
Newbridge Financial Services Group
Florida
$1.68K 25,062 -42,012 -63%
State Street
16
State Street
Massachusetts
$1.65K 24,600 – –
Victory Capital Management
17
Victory Capital Management
Texas
$1.17K 17,505 -463 -3%
UBS Group
18
UBS Group
Switzerland
$430 6,422 +6,422 New
Bank of America
19
Bank of America
North Carolina
$37 559 – –
Wells Fargo
20
Wells Fargo
California
$36 543 +39 +8%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$10 150 +150 New
Charles Schwab
22
Charles Schwab
California
– – -37,842 Closed
Bank of New York Mellon
23
Bank of New York Mellon
New York
– – -37,833 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– – -18,018 Closed
TSS
25
Two Sigma Securities
New York
– – -15,975 Closed
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