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Bentley Systems

288 hedge funds and large institutions have $3.11B invested in Bentley Systems in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 128 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

78% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 72

9% more funds holding

Funds holding: 264288 (+24)

3% more call options, than puts

Call options by funds: $9.68M | Put options by funds: $9.41M

0.31% more ownership

Funds ownership: 36.43%36.74% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $3.34B → $3.11B (-$235M)

Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
128
Reduced
72
Closed
24
Calls
$9.68M
Puts
$9.41M
Net Calls
+$271K
Net Calls Change
-$9.72M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
Wipfli Financial Advisors
Wisconsin
$15K +$17.6K +482 New
PTC
252
Private Trust Company
Ohio
$13K -$110 -3 -0.7%
CAM
253
Close Asset Management
United Kingdom
$11K
LC
254
Lindbrook Capital
California
$10K +$8.85K +242 +346%
BWL
255
Bogart Wealth LLC
Virginia
$10K +$9.1K +249 +332%
AIM
256
Achmea Investment Management
Netherlands
$10K +$12.1K +330 New
EI
257
Ellevest Inc
New York
$8K +$9.76K +267 New
C
258
Covestor
United Kingdom
$7K -$73 -2 -0.9%
LS
259
Livforsakringsbolaget Skandia
Sweden
$6K -$25.6K -700 -78%
EC
260
Elequin Capital
New York
$6K -$12.2K -334 -62%
SWM
261
Spire Wealth Management
Virginia
$6K -$8.99K -246 -54%
Bessemer Group
262
Bessemer Group
New Jersey
$6K
GRP
263
Global Retirement Partners
California
$6K +$695 +19 +13%
TCWA
264
Ten Capital Wealth Advisors
Washington
$6K +$6.58K +180 New
IA
265
IFP Advisors
Florida
$5K
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$4.37K +$83.7K +2,290 +2%
TJHA
267
Thomas J. Herzfeld Advisors
Florida
$4K
TCOV
268
Trust Company of Vermont
Vermont
$4K +$5.12K +140 New
AF
269
Allworth Financial
California
$3K -$11.3K -308 -77%
CFFP
270
Center for Financial Planning
Michigan
$3K +$3.47K +95 New
PO
271
Private Ocean
California
$3K +$3.66K +100 New
CFO
272
CVA Family Office
Colorado
$2K
PFBT
273
Parkside Financial Bank & Trust
Missouri
$2K
BIA
274
Bell Investment Advisors
California
$2K +$1.5K +41 +293%
FP
275
Financial Perspectives
Minnesota
$1.71K

BSY Hedge Fund Activity: Q3 2022 in Review

288 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bentley Systems (BSY) for Q3 2022, worth a combined $3.11B — down 7% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BSY positions and 24 closed out — a net gain of 25 holders — while 128 added to existing stakes and 72 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $25.7M. The largest seller was SPT Invest Management Sarl, cutting an estimated $165M.

  • 288 institutional investors held Bentley Systems (BSY) as of Q3 2022, up from 264 in Q2 2022.
  • Funds reported $3.11B of Bentley Systems stock for Q3 2022, down 7% quarter-over-quarter.
  • 49 funds opened new Bentley Systems positions in Q3 2022 and 24 closed out, a net change of +25 holders.
  • The largest Bentley Systems buyer in Q3 2022 was Raymond James & Associates, an estimated $25.7M added.
  • The largest Bentley Systems seller in Q3 2022 was SPT Invest Management Sarl, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2022.