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Benchmark Electronics

181 hedge funds and large institutions have $1.05B invested in Benchmark Electronics in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

1.37% more ownership

Funds ownership: 95.27%96.64% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 200181 (-19)

20% less capital invested

Capital invested by funds: $1.32B → $1.05B (-$265M)

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

68% less call options, than puts

Call options by funds: $605K | Put options by funds: $1.91M

Holders
181
Holders Change
-19
Holders Change %
-9.5%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
73
Reduced
57
Closed
37
Calls
$605K
Puts
$1.91M
Net Calls
-$1.3M
Net Calls Change
-$926K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$69K +$19.5K +740 +33%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$64K
PCM
153
Prelude Capital Management
New York
$54K +$60.7K +2,300 New
VCM
154
Versant Capital Management
Arizona
$50K +$422 +16 +0.8%
NIT
155
NumerixS Investment Technologies
British Columbia, Canada
$48K +$52.8K +2,000 New
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
$36K
LIA
157
LS Investment Advisors
Michigan
$34K
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$29K +$6.23K +236 +24%
MOACM
159
Mutual of America Capital Management
New York
$21K +$18.8K +713 +410%
FHA
160
First Horizon Advisors
Tennessee
$20K
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$20K +$9.03K +342 +65%
SWA
162
Sutton Wealth Advisors
Florida
$19K -$14.5K -550 -40%
BFC
163
Bedel Financial Consulting
Indiana
$16K +$211 +8 +1%
SCM
164
Southport Capital Management
Tennessee
$16K +$18.5K +700 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$12K +$12.6K +479 New
JA
166
JOYN Advisors
Georgia
$11K +$211 +8 +2%
IA
167
IFP Advisors
Florida
$9K
GWM
168
Geneos Wealth Management
Colorado
$8K
GAM
169
Gemmer Asset Management
California
$7K
HNB
170
Huntington National Bank
Ohio
$4K
PCG
171
Private Capital Group
Connecticut
$3K
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$3K +$211 +8 +8%
CFGS
173
Concourse Financial Group Securities
Alabama
$2K +$2.64K +100 New
Macquarie Group
174
Macquarie Group
Australia
$2K +$2.64K +100 New
CG
175
Cutler Group
California
$1K -$1.82K -69 -49%

BHE Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q3 2018, worth a combined $1.05B — down 20% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of BHE and 19 opened new positions — a net loss of 18 holders — while 57 trimmed existing stakes and 73 added.

The largest buyer was Engaged Capital, adding an estimated $23.8M. The largest seller was Victory Capital Management, exiting entirely with an estimated $28M sold.

  • 181 institutional investors held Benchmark Electronics (BHE) as of Q3 2018, down from 200 in Q2 2018.
  • Funds reported $1.05B of Benchmark Electronics stock for Q3 2018, down 20% quarter-over-quarter.
  • 19 funds opened new Benchmark Electronics positions in Q3 2018 and 37 closed out, a net change of -18 holders.
  • The largest Benchmark Electronics buyer in Q3 2018 was Engaged Capital, an estimated $23.8M added.
  • The largest Benchmark Electronics seller in Q3 2018 was Victory Capital Management, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2018.