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Benchmark Electronics

197 hedge funds and large institutions have $803M invested in Benchmark Electronics in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 193197 (+4)

0.72% less ownership

Funds ownership: 93.43%92.71% (-0.72%)

7% less capital invested

Capital invested by funds: $860M → $803M (-$57.2M)

20% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 80

37% less call options, than puts

Call options by funds: $340K | Put options by funds: $536K

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
80
Closed
11
Calls
$340K
Puts
$536K
Net Calls
-$196K
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
176
JFS Wealth Advisors
Pennsylvania
$10.9K
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$6.84K -$635 -25 -8%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$6K +$203 +8 +3%
NA
179
NewEdge Advisors
Louisiana
$5.85K
PTC
180
Private Trust Company
Ohio
$4.97K
LC
181
Lindbrook Capital
California
$4.49K +$2.84K +112 +153%
EWA
182
EverSource Wealth Advisors
Alabama
$4.42K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$4.34K
GA
184
GoalVest Advisory
New York
$4.22K -$127 -5 -3%
HNB
185
Huntington National Bank
Ohio
$4.05K -$3.15K -124 -43%
IA
186
IFP Advisors
Florida
$3.4K
CFGS
187
Concourse Financial Group Securities
Alabama
$3.37K
WT
188
Whittier Trust
California
$2.3K
Simplex Trading
189
Simplex Trading
Illinois
$2K -$61.5K -2,423 -96%
C
190
Covestor
United Kingdom
$2K -$686 -27 -24%
FFA
191
Farther Finance Advisors
California
$1.92K
AF
192
Allworth Financial
California
$1.24K +$940 +37 +264%
GWM
193
Geneos Wealth Management
Colorado
$1.24K
Bessemer Group
194
Bessemer Group
New Jersey
$1K
FSWA
195
Financial Synergies Wealth Advisors
Texas
$801
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$582
AWM
197
Abound Wealth Management
Tennessee
$461
EIM
198
Essex Investment Management
Massachusetts
-$3.79M -146,760 Closed
ICM
199
Invenomic Capital Management
Massachusetts
-$2.49M -96,552 Closed
AIMCA
200
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$482K -18,666 Closed

BHE Hedge Fund Activity: Q3 2023 in Review

197 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q3 2023, worth a combined $803M — down 6.6% from $860M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BHE positions and 11 closed out — a net gain of 5 holders — while 64 added to existing stakes and 80 trimmed.

The largest buyer was Invesco, adding an estimated $5.06M. The largest seller was Northern Trust, cutting an estimated $9.97M.

  • 197 institutional investors held Benchmark Electronics (BHE) as of Q3 2023, up from 193 in Q2 2023.
  • Funds reported $803M of Benchmark Electronics stock for Q3 2023, down 6.6% quarter-over-quarter.
  • 16 funds opened new Benchmark Electronics positions in Q3 2023 and 11 closed out, a net change of +5 holders.
  • The largest Benchmark Electronics buyer in Q3 2023 was Invesco, an estimated $5.06M added.
  • The largest Benchmark Electronics seller in Q3 2023 was Northern Trust, an estimated $9.97M sold.

Based on aggregated 13F filings for Q3 2023.