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Benchmark Electronics
BHE

199 hedge funds and large institutions have $949M invested in Benchmark Electronics in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $387K | Put options by funds: $268K

18% more capital invested

Capital invested by funds: $803M → $949M (+$146M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

3.39% more ownership

Funds ownership: 92.71% → 96.1% (+3.4%)

1% more funds holding

Funds holding: 197 → 199 (+2)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
75
Reduced
73
Closed
16
Calls
$387K
Puts
$268K
Net Calls
+$119K
Net Calls Change
+$315K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
First Trust Advisors
First Trust Advisors
Illinois
+$6.14M
3
BlackRock
BlackRock
New York
+$5.07M
4
Invesco
Invesco
Georgia
+$2.05M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
SCM
Simcoe Capital Management
New York
-$4.13M
2
Millennium Management
Millennium Management
New York
-$2.74M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.91M
4
Norges Bank
Norges Bank
Norway
-$1.43M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$341K -$37.2K -1,476 -11%
NIM
127
Needham Investment Management
New York
$340K – – –
LPL Financial
128
LPL Financial
California
$333K +$22.6K +898 +8%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$330K – – –
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$330K – – –
SAM
131
Shell Asset Management
Netherlands
$327K -$89.7K -3,558 -23%
UCI
132
Uncommon Cents Investing
Wisconsin
$327K +$298K +11,830 New
EWA
133
Emergent Wealth Advisors
New York
$323K +$295K +11,700 New
P
134
Pitcairn
Pennsylvania
$314K -$11.9K -470 -4%
QC
135
Quadrature Capital
United Kingdom
$295K +$38.3K +1,518 +17%
WG
136
Winton Group
United Kingdom
$295K -$125K -4,963 -32%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$291K +$2.7K +107 +1%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$289K -$5.04K -200 -2%
CCIA
139
Campbell & Co Investment Adviser
Maryland
$277K -$15K -593 -6%
RC
140
RBF Capital
California
$276K – – –
ASRS
141
Arizona State Retirement System
Arizona
$276K -$4.31K -171 -2%
LCGC
142
Legacy Capital Group California
California
$267K +$1.69K +67 +0.7%
Corient Private Wealth
143
Corient Private Wealth
Florida
$263K +$10.9K +434 +5%
US Bancorp
144
US Bancorp
Minnesota
$263K +$66.2K +2,624 +38%
CP
145
Camelot Portfolios
Ohio
$242K +$221K +8,760 New
VF
146
Vest Financial
Virginia
$238K +$217K +8,601 New
CC
147
Corton Capital
Ontario, Canada
$236K +$215K +8,534 New
CGH
148
Crossmark Global Holdings
Texas
$234K +$277 +11 +0.1%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$232K -$10.7K -425 -5%
SPA
150
Sherbrooke Park Advisers
New York
$225K +$205K +8,143 New
4 5
6
7 8

BHE Hedge Fund Activity: Q4 2023 in Review

199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q4 2023, worth a combined $949M — up 18% from $803M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BHE positions and 16 closed out — a net gain of 2 holders — while 75 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Simcoe Capital Management, exiting entirely with an estimated $4.13M sold.

  • 199 institutional investors held Benchmark Electronics (BHE) as of Q4 2023, up from 197 in Q3 2023.
  • Funds reported $949M of Benchmark Electronics stock for Q4 2023, up 18% quarter-over-quarter.
  • 18 funds opened new Benchmark Electronics positions in Q4 2023 and 16 closed out, a net change of +2 holders.
  • The largest Benchmark Electronics buyer in Q4 2023 was Morgan Stanley, an estimated $14M added.
  • The largest Benchmark Electronics seller in Q4 2023 was Simcoe Capital Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2023.