Beneficient Co. Group -28BENFW Preferred / convertible 13F holders, Q1 2024 (March 31) 28 holders
2 famous investors
$0.01 avg. 13F price*
At the end of Q1 2024 , 28 institutions reported holding Beneficient Co. Group -28 (BENFW) in their 13F filings. The largest holders were Citadel Advisors ($9K), Yakira Capital Management, Inc. ($6K) and Rivernorth Capital Management, LLC ($6K). 2 famous investors held it, including Ken Griffin ( of Citadel Advisors's portfolio) and David E. Shaw ( of D. E. Shaw & Co.'s portfolio).
Company Beneficient Co. Group -28
CUSIP 08178Q119
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 1 $76 Exits 1 $105
Ownership 28 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Citadel Advisors — Add +0.1% 905,943 $9K Yakira Capital Management, Inc. — No change 749,999 $6K Rivernorth Capital Management, LLC — No change 562,494 $6K MMCAP International Inc. SPC — No change 750,000 $5K LMR Partners LLP — No change 487,500 $4K CVI Holdings, LLC — No change 407,529 $3K Hudson Bay Capital Management LP — No change 300,000 $3K Goldman Sachs Group Inc. — No change 379,725 $3K Exos Asset Management LLC — — 366,796 $3K Cowen and Company, LLC — No change 350,000 $3K TENOR CAPITAL MANAGEMENT Co., L.P. — No change 300,000 $2K Periscope Capital Inc. — No change 240,300 $2K Calamos Advisors LLC — No change 187,500 $2K Clear Street LLC — No change 170,583 $1K Q Global Advisors, LLC — No change 189,513 $1K Walleye Capital LLC — No change 127,839 $920 Warberg Asset Management LLC — No change 104,385 $851 Empyrean Capital Partners, LP — No change 100,000 $815 Crystalline Management Inc. — No change 86,250 $621 Walleye Trading LLC — No change 71,908 $518 Cruiser Capital Advisors, LLC — No change 48,750 $382 D. E. Shaw & Co. — No change 19,500 $189 Wolverine Asset Management LLC — No change 22,235 $160 Ancora Advisors LLC — No change 16,773 $119 UBS Group AG — New 10,816 $76 Ausdal Financial Partners, Inc. — No change 10,000 $71 Context Capital Management, LLC — No change 210,024 $21 Tower Research Capital LLC (TRC) — No change 77 $1
"% of holder's portfolio" is BENFW's weight in each manager's 13F, not the share of Beneficient Co. Group -28 the manager owns.