We are live on ! Find out more
BSY icon

Bentley Systems

412 hedge funds and large institutions have $6.17B invested in Bentley Systems in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,607% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $1.55M

8% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 150

3% more capital invested

Capital invested by funds: $6.01B → $6.17B (+$162M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 55

0.36% less ownership

Funds ownership: 42.24%41.87% (-0.36%)

1% less funds holding

Funds holding: 418412 (-6)

Holders
412
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
162
Reduced
150
Closed
55
Calls
$26.4M
Puts
$1.55M
Net Calls
+$24.9M
Net Calls Change
+$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$4.57K +$1.18K +24 +36%
CFO
377
CVA Family Office
Colorado
$4.42K +$640 +13 +18%
SS
378
Sunbelt Securities
Texas
$3.71K
VF
379
VitalStone Financial
Texas
$3.05K +$98 +2 +3%
PFBT
380
Parkside Financial Bank & Trust
Missouri
$2.69K
UB
381
UMB Bank
Missouri
$2.59K +$2.51K +51 New
IAIM
382
International Assets Investment Management
Florida
$2.3K +$5.76M +116,914 New
FGC
383
Financial Gravity Companies
Texas
$2.08K +$2.02K +41 New
CAL
384
Capital Advisors Ltd
Ohio
$2K -$640 -13 -28%
HWM
385
Hemington Wealth Management
Virginia
$2K +$2.81K +57 New
PWMG
386
Private Wealth Management Group
New Jersey
$1.98K -$4.04K -82 -68%
TAM
387
Tucker Asset Management
Colorado
$1.83K
WTA
388
Washington Trust Advisors
Massachusetts
$1.71K
LFG
389
Larson Financial Group
Missouri
$1.63K +$1.57K +32 New
BIG
390
Brooklyn Investment Group
New York
$1.52K +$1.48K +30 New
BIA
391
Bell Investment Advisors
California
$1.47K
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$1.47K +$246 +5 +21%
CPA
393
Capital Performance Advisors
California
$1.27K +$1.23K +25 New
ATS
394
Ashton Thomas Securities
New York
$1.17K +$1.13K +23 New
VCM
395
Versant Capital Management
Arizona
$1.12K +$837 +17 +340%
SIC
396
Salem Investment Counselors
North Carolina
$1.07K
MG
397
Mather Group
Illinois
$1.02K +$985 +20 New
Bessemer Group
398
Bessemer Group
New Jersey
$1K +$492 +10 New
HBW
399
Hazlett, Burt & Watson
West Virginia
$1K +$1.28K +26 New
SIC
400
SJS Investment Consulting
Ohio
$966 +$148 +3 +19%

BSY Hedge Fund Activity: Q3 2024 in Review

412 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bentley Systems (BSY) for Q3 2024, worth a combined $6.17B — up 2.7% from $6.01B a quarter earlier.

Fund positioning in BSY was balanced in Q3 2024: 55 funds opened new positions, 55 closed out, 162 added to existing stakes and 150 trimmed.

The largest buyer was Impax Asset Management Group, opening a new position worth an estimated $86.5M. The largest seller was BlackRock, cutting an estimated $70.7M.

  • 412 institutional investors held Bentley Systems (BSY) as of Q3 2024, down from 418 in Q2 2024.
  • Funds reported $6.17B of Bentley Systems stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 55 funds opened new Bentley Systems positions in Q3 2024 and 55 closed out, a net change of 0 holders.
  • The largest Bentley Systems buyer in Q3 2024 was Impax Asset Management Group, an estimated $86.5M added.
  • The largest Bentley Systems seller in Q3 2024 was BlackRock, an estimated $70.7M sold.

Based on aggregated 13F filings for Q3 2024.