Beneficient Co. Group -28BENFWPreferred / convertible

13F holders, Q4 2024 (December 31)
24holders
3new positions
2sold out
2famous investors
$0.01avg. 13F price*

At the end of Q4 2024, 24 institutions reported holding Beneficient Co. Group -28 (BENFW) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were MMCAP International Inc. SPC ($6K), Yakira Capital Management, Inc. ($6K) and Citadel Advisors ($5K). 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

0102030 Q1 2024: 28Q1 2024Q2 2024: 25Q2 2024Q3 2024: 24Q3 2024Q4 2024: 24Q4 2024Q1 2025: 21Q1 2025Q2 2025: 20Q2 2025Q3 2025: 20Q3 2025Q4 2025: 18Q4 2025Q1 2026: 20Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$4K
Exits2$174

All 13F filers, Q3 2024 → Q4 2024: 584,749 shares bought and 168,083 shares sold, net +416,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders
MMCAP International Inc. SPC — No change 750,000 $6K
Yakira Capital Management, Inc. — No change 749,999 $6K
Citadel Advisors — Reduce -3.4% 635,382 $5K
Rivernorth Capital Management, LLC — No change 562,494 $4K
LMR Partners LLP — New 487,500 $4K
Goldman Sachs Group Inc. — No change 379,725 $3K
Exos Asset Management LLC — No change 366,796 $3K
TENOR CAPITAL MANAGEMENT Co., L.P. — No change 300,000 $2K
Hudson Bay Capital Management LP — No change 300,000 $2K
Context Capital Management, LLC — No change 210,024 $2K
Calamos Advisors LLC — No change 187,500 $1K
Walleye Trading LLC — Add +149.8% 161,673 $1K
Periscope Capital Inc. — Reduce -16.7% 125,000 $963
Empyrean Capital Partners, LP — No change 100,000 $770
Heights Capital Management, Inc. — No change 67,109 $517
Cruiser Capital Advisors, LLC — No change 48,750 $375
Wolverine Asset Management LLC — No change 22,235 $171
D. E. Shaw & Co. — No change 19,500 $150
Walleye Capital LLC — Reduce -84.5% 17,874 $138
Ancora Advisors LLC — No change 15,273 $118
Ausdal Financial Partners, Inc. — No change 10,000 $77
Bank of America Corp. — New 100 $1
Tower Research Capital LLC (TRC) — No change 77 $1
Clear Street LLC — New 184 $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.