Beneficial Bancorp, Inc.
BNCL
BNCL was delisted on the 28th of February, 2019.
109 hedge funds and large institutions have $898M invested in Beneficial Bancorp, Inc. in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 27 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 24
3% more capital invested
Capital invested by funds: $874M → $898M (+$23.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 119 → 109 (-10)
37% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.2M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$9.36M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.27M |
| 4 |
SG Americas Securities
New York
|
+$5.27M |
| 5 |
BlackRock
New York
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.6M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$9.26M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.14M |
| 5 |
Millennium Management
New York
|
-$3.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIM
126
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| – | -$168K | -10,400 | Closed |
|
|
TRCT
127
Tower Research Capital (TRC)
New York
| – | -$82K | -5,022 | Closed |
|
128
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$64K | -3,957 | Closed |
|
|
PIA
129
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$19K | -1,185 | Closed |
|
|
LTFS
130
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$10K | -672 | Closed |
|
|
FHA
131
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$4K | -295 | Closed |
|
|
GRP
132
Global Retirement Partners
San Rafael,
California
| – | -$2K | -109 | Closed |
|
133
ClearBridge Investments
New York
| – | -$1K | -77 | Closed |
|
BNCL Hedge Fund Activity: Q3 2018 in Review
109 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Beneficial Bancorp, Inc. (BNCL) for Q3 2018, worth a combined $898M — up 2.7% from $874M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of BNCL and 17 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 42 added.
The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Fidelity Investments, cutting an estimated $38.6M.
- 109 institutional investors held Beneficial Bancorp, Inc. (BNCL) as of Q3 2018, down from 119 in Q2 2018.
- Funds reported $898M of Beneficial Bancorp, Inc. stock for Q3 2018, up 2.7% quarter-over-quarter.
- 17 funds opened new Beneficial Bancorp, Inc. positions in Q3 2018 and 27 closed out, a net change of -10 holders.
- The largest Beneficial Bancorp, Inc. buyer in Q3 2018 was Morgan Stanley, an estimated $10.2M added.
- The largest Beneficial Bancorp, Inc. seller in Q3 2018 was Fidelity Investments, an estimated $38.6M sold.
Based on aggregated 13F filings for Q3 2018.