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Beneficient

20 hedge funds and large institutions have $3.44M invested in Beneficient in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 0.03%0.03% (-0%)

87% less capital invested

Capital invested by funds: $26.1M → $3.44M (-$22.6M)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1
Hatteras Investment Partners
North Carolina
$3.02M -$728K -4,740 -6%
RCM
2
Rivernorth Capital Management
Florida
$174K
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.3K
BlackRock
4
BlackRock
New York
$58.2K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$50.2K +$23.1K +150 +15%
Millennium Management
6
Millennium Management
New York
$17.6K +$62.9K +409 New
Northern Trust
7
Northern Trust
Illinois
$10.9K
Stifel Financial
8
Stifel Financial
Missouri
$9.92K +$14.3K +93 +67%
TRCT
9
Tower Research Capital (TRC)
New York
$6.9K +$22.4K +146 +973%
AFP
10
Ausdal Financial Partners
Iowa
$6.55K +$16.8K +109 +248%
HWM
11
HFG Wealth Management
Texas
$5.32K +$15.7K +102 +464%
Jane Street
12
Jane Street
New York
$4.64K +$16.6K +108 New
XT
13
XTX Topco
Cayman Islands
$2.52K +$9.07K +59 New
MSAM
14
Moloney Securities Asset Management
Missouri
$2K +$7.22K +47 New
NFSG
15
Newbridge Financial Services Group
Florida
$1.68K -$10.1K -66 -63%
State Street
16
State Street
Massachusetts
$1.65K
Victory Capital Management
17
Victory Capital Management
Texas
$1.17K -$154 -1 -4%
UBS Group
18
UBS Group
Switzerland
$430 +$1.54K +10 New
Bank of America
19
Bank of America
North Carolina
$37
Wells Fargo
20
Wells Fargo
California
$36
JP Morgan Chase
21
JP Morgan Chase
New York
$10
Bank of New York Mellon
22
Bank of New York Mellon
New York
-$18.4K -59 Closed
Charles Schwab
23
Charles Schwab
California
-$18.4K -59 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$8.76K -28 Closed
TSS
25
Two Sigma Securities
New York
-$7.76K -25 Closed

BENF Hedge Fund Activity: Q1 2024 in Review

20 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q1 2024, worth a combined $3.44M — down 87% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BENF positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $62.9K. The largest seller was Hatteras Investment Partners, cutting an estimated $728K.

  • 20 institutional investors held Beneficient (BENF) as of Q1 2024, up from 19 in Q4 2023.
  • Funds reported $3.44M of Beneficient stock for Q1 2024, down 87% quarter-over-quarter.
  • 5 funds opened new Beneficient positions in Q1 2024 and 4 closed out, a net change of +1 holder.
  • The largest Beneficient buyer in Q1 2024 was Millennium Management, an estimated $62.9K added.
  • The largest Beneficient seller in Q1 2024 was Hatteras Investment Partners, an estimated $728K sold.

Based on aggregated 13F filings for Q1 2024.