We are live on ! Find out more
BENF icon

Beneficient

11 hedge funds and large institutions have $2.83M invested in Beneficient in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

4.05% more ownership

Funds ownership: 0.03%4.08% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less capital invested

Capital invested by funds: $3.44M → $2.83M (-$610K)

45% less funds holding

Funds holding: 2011 (-9)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
11
Holders Change
-9
Holders Change %
-45%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
9
Reduced
1
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$1.37M +$2.38M +72,988 +1,881%
HIP
2
Hatteras Investment Partners
North Carolina
$1.25M +$33 +1 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.5K +$88K +2,702 +175%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29K +$53.6K +1,644 New
UBS Group
5
UBS Group
Switzerland
$25.7K +$46.9K +1,440 +14,400%
BlackRock
6
BlackRock
New York
$24.1K +$33 +1 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$23.5K +$4.92K +151 +13%
Stifel Financial
8
Stifel Financial
Missouri
$22.6K +$34K +1,044 +452%
TRCT
9
Tower Research Capital (TRC)
New York
$10.4K +$13.8K +423 +263%
NFSG
10
Newbridge Financial Services Group
Florida
$670 -$33 -1 -3%
Bank of America
11
Bank of America
North Carolina
$32 +$33 +1 +100%
JP Morgan Chase
12
JP Morgan Chase
New York
$7
Millennium Management
13
Millennium Management
New York
-$17.6K -409 Closed
Northern Trust
14
Northern Trust
Illinois
-$10.9K -253 Closed
AFP
15
Ausdal Financial Partners
Iowa
-$6.55K -153 Closed
HWM
16
HFG Wealth Management
Texas
-$5.32K -124 Closed
Jane Street
17
Jane Street
New York
-$4.64K -108 Closed
XT
18
XTX Topco
Cayman Islands
-$2.52K -59 Closed
MSAM
19
Moloney Securities Asset Management
Missouri
-$2K -47 Closed
State Street
20
State Street
Massachusetts
-$1.65K -38 Closed
Victory Capital Management
21
Victory Capital Management
Texas
-$1.17K -27 Closed
Wells Fargo
22
Wells Fargo
California
-$36 -1 Closed

BENF Hedge Fund Activity: Q2 2024 in Review

11 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q2 2024, worth a combined $2.83M — down 18% from $3.44M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BENF and 1 opened new positions — a net loss of 9 holders — while 1 trimmed existing stakes and 9 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.38M. The largest seller was Millennium Management, exiting entirely with an estimated $17.6K sold.

  • 11 institutional investors held Beneficient (BENF) as of Q2 2024, down from 20 in Q1 2024.
  • Funds reported $2.83M of Beneficient stock for Q2 2024, down 18% quarter-over-quarter.
  • 1 fund opened new Beneficient positions in Q2 2024 and 10 closed out, a net change of -9 holders.
  • The largest Beneficient buyer in Q2 2024 was Rivernorth Capital Management, an estimated $2.38M added.
  • The largest Beneficient seller in Q2 2024 was Millennium Management, an estimated $17.6K sold.

Based on aggregated 13F filings for Q2 2024.