Beneficient Co. Group -28BENFWPreferred / convertible

13F holders, Q1 2025 (March 31)
21holders −3
1new positions
3sold out
2famous investors
$0.01avg. 13F price*

At the end of Q1 2025, 21 institutions reported holding Beneficient Co. Group -28 (BENFW) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were MMCAP International Inc. SPC ($5K), Yakira Capital Management, Inc. ($5K) 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$98
Exits3$140

All 13F filers, Q4 2024 → Q1 2025: 13,383 shares bought and 147,953 shares sold, net −134,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders
MMCAP International Inc. SPC — No change 750,000 $5K
Yakira Capital Management, Inc. — No change 749,999 $5K
Citadel Advisors — Reduce -1.0% 629,273 $5K
Rivernorth Capital Management, LLC — No change 562,494 $4K
LMR Partners LLP — No change 487,500 $4K
Goldman Sachs Group Inc. — No change 379,725 $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
Periscope Capital Inc. — No change 125,000 $913
Empyrean Capital Partners, LP — No change 100,000 $730
Heights Capital Management, Inc. — No change 67,109 $503
Cruiser Capital Advisors, LLC — No change 48,750 $356
Walleye Trading LLC — Reduce -76.5% 37,980 $277
Wolverine Asset Management LLC — No change 22,235 $162
D. E. Shaw & Co. — No change 19,500 $146
Ancora Advisors LLC — No change 15,273 $111
Two Sigma Securities, LLC — New 13,383 $98
Ausdal Financial Partners, Inc. — No change 10,000 $73
Clear Street LLC — Reduce -54.4% 84 $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.