We are live on ! Find out more
BNCL

Beneficial Bancorp, Inc.
BNCL

Delisted

BNCL was delisted on the 28th of February, 2019.

140 hedge funds and large institutions have $970M invested in Beneficial Bancorp, Inc. in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $766M → $970M (+$204M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 137140 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 55

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
45
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$137M -$1.34M -82,210 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$2.99M +183,031 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$106M +$23.1M +1,413,414 +33%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.3M +$5.44M +332,913 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$63M +$1.15M +70,112 +2%
BFA
6
BlackRock Fund Advisors
California
$39.6M +$5.75M +351,623 +20%
JP Morgan Chase
7
JP Morgan Chase
New York
$38M +$1.38M +84,306 +4%
BIT
8
BlackRock Institutional Trust
California
$35.5M +$118K +7,210 +0.4%
State Street
9
State Street
Massachusetts
$26.7M +$1.82M +111,255 +8%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$22.5M +$1.25M +76,391 +7%
IAM
11
Impax Asset Management
New Hampshire
$17.5M +$476K +29,114 +3%
Northern Trust
12
Northern Trust
Illinois
$15.9M +$556K +33,994 +4%
O
13
OppenheimerFunds
New York
$14.3M +$1.43M +87,409 +13%
Norges Bank
14
Norges Bank
Norway
$13.7M +$409K +25,000 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$13.6M -$1.19M -73,075 -9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12.4M +$294K +17,963 +3%
CLM
17
ClearBridge LLC (Maryland)
Maryland
$12.2M +$1.98M +120,970 +22%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$11.4M -$2.26M -138,175 -18%
TCIM
19
TIAA CREF Investment Management
New York
$8.9M +$837K +51,225 +12%
Millennium Management
20
Millennium Management
New York
$8.71M -$1.66M -101,705 -18%
PP
21
Prospector Partners
Connecticut
$8.28M -$1.39M -84,800 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.39M +$1.82M +111,439 +38%
SRCM
23
Swift Run Capital Management
Virginia
$5.99M -$1.23M -74,980 -19%
Morgan Stanley
24
Morgan Stanley
New York
$5.61M +$600K +36,734 +14%
Charles Schwab
25
Charles Schwab
California
$5.59M +$251K +15,353 +5%

BNCL Hedge Fund Activity: Q4 2016 in Review

140 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Beneficial Bancorp, Inc. (BNCL) for Q4 2016, worth a combined $970M — up 27% from $766M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BNCL positions and 15 closed out — a net gain of 4 holders — while 45 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $23.1M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $14.5M sold.

  • 140 institutional investors held Beneficial Bancorp, Inc. (BNCL) as of Q4 2016, up from 137 in Q3 2016.
  • Funds reported $970M of Beneficial Bancorp, Inc. stock for Q4 2016, up 27% quarter-over-quarter.
  • 19 funds opened new Beneficial Bancorp, Inc. positions in Q4 2016 and 15 closed out, a net change of +4 holders.
  • The largest Beneficial Bancorp, Inc. buyer in Q4 2016 was Fidelity Investments, an estimated $23.1M added.
  • The largest Beneficial Bancorp, Inc. seller in Q4 2016 was Patriot Financial Partners, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2016.