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Benchmark Electronics

196 hedge funds and large institutions have $785M invested in Benchmark Electronics in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $43K | Put options by funds: $31K

0.05% less ownership

Funds ownership: 94.14%94.09% (-0.05%)

3% less capital invested

Capital invested by funds: $806M → $785M (-$20.4M)

3% less funds holding

Funds holding: 203196 (-7)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
68
Reduced
80
Closed
20
Calls
$43K
Puts
$31K
Net Calls
+$12K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$9.76K +$5.95K +235 +133%
Federated Hermes
177
Federated Hermes
Pennsylvania
$7.2K -$1.37K -54 -15%
NA
178
NewEdge Advisors
Louisiana
$5.71K
PTC
179
Private Trust Company
Ohio
$5.62K
C
180
Covestor
United Kingdom
$5K +$886 +35 +22%
EWA
181
EverSource Wealth Advisors
Alabama
$4.31K +$2K +79 +77%
IA
182
IFP Advisors
Florida
$3.15K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.95K -77 -37%
CFGS
184
Concourse Financial Group Securities
Alabama
$2.38K -$1.29K -51 -34%
WT
185
Whittier Trust
California
$2.25K
BTI
186
Blue Trust Inc
Georgia
$2K +$1.67K +66 New
FFA
187
Farther Finance Advisors
California
$1.87K
GWS
188
Glassman Wealth Services
Virginia
$971
LC
189
Lindbrook Capital
California
$924 -$1.67K -66 -63%
FSWA
190
Financial Synergies Wealth Advisors
Texas
$924
RA
191
Rise Advisors
New York
$778
EI
192
Ellevest Inc
New York
$711 -$12.9K -508 -94%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$592 -$2.56K -101 -80%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$569
TWA
195
TCI Wealth Advisors
Arizona
$569
PA
196
Parallel Advisors
California
$379 -$1.95K -77 -83%
HF
197
HRT Financial
New York
-$3.16M -118,338 Closed
JCIA
198
Jackson Creek Investment Advisors
Colorado
-$1.03M -38,592 Closed
B
199
Bailard
California
-$582K -21,800 Closed
KI
200
Kula Investments
Illinois
-$336K -12,599 Closed

BHE Hedge Fund Activity: Q1 2023 in Review

196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q1 2023, worth a combined $785M — down 2.5% from $806M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BHE and 15 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 68 added.

The largest buyer was First Trust Advisors, adding an estimated $11.8M. The largest seller was Franklin Resources, cutting an estimated $19.8M.

  • 196 institutional investors held Benchmark Electronics (BHE) as of Q1 2023, down from 203 in Q4 2022.
  • Funds reported $785M of Benchmark Electronics stock for Q1 2023, down 2.5% quarter-over-quarter.
  • 15 funds opened new Benchmark Electronics positions in Q1 2023 and 20 closed out, a net change of -5 holders.
  • The largest Benchmark Electronics buyer in Q1 2023 was First Trust Advisors, an estimated $11.8M added.
  • The largest Benchmark Electronics seller in Q1 2023 was Franklin Resources, an estimated $19.8M sold.

Based on aggregated 13F filings for Q1 2023.