Beneficient
BENF
16 hedge funds and large institutions have $994K invested in Beneficient in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
45% more funds holding
Funds holding: 11 → 16 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15.11% less ownership
Funds ownership: 32.64% → 17.54% (-15%)
71% less capital inflows, than outflows
Capital inflows: $415K | Capital outflows: $1.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$150K |
| 2 |
State Street
Boston,
Massachusetts
|
+$146K |
| 3 |
Ausdal Financial Partners
Davenport,
Iowa
|
+$49.6K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$34.7K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$17.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.37M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$53.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.17K |
| 4 |
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$275 |
| 5 |
JP Morgan Chase
New York
|
-$7 |
BENF Hedge Fund Activity: Q3 2024 in Review
16 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q3 2024, worth a combined $994K — down 65% from $2.83M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BENF positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $150K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.37M sold.
- 16 institutional investors held Beneficient (BENF) as of Q3 2024, up from 11 in Q2 2024.
- Funds reported $994K of Beneficient stock for Q3 2024, down 65% quarter-over-quarter.
- 6 funds opened new Beneficient positions in Q3 2024 and 1 closed out, a net change of +5 holders.
- The largest Beneficient buyer in Q3 2024 was HighPoint Advisor Group, an estimated $150K added.
- The largest Beneficient seller in Q3 2024 was Rivernorth Capital Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q3 2024.