Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BENCHMARK ELECTRS INC (BHE)

230 + Investors. Track Smart Money conviction in BHE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — BHE

Based on 228 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BHE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
228 hedge funds hold BHE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BHE is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

118 buying110 selling
Last quarter: 118 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new BHE position: 33 → 23 → 27 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 19% medium 14% new
152 out of 228 hedge funds have held BHE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

26 → 33 → 23 → 27 → 39 new funds/Q
New funds entering each quarter: 33 → 23 → 27 → 39. A growing number of institutions are discovering BHE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 12% 1-2yr 15% new
Of 230 current holders: 167 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
37 of 228 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in BHE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BHE

How many hedge funds hold BHE — quarterly history vs. share price
Quarterly hedge fund ownership of BHE vs. share price

Market Analysis: BHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BHE
2026 Q1 Stats Unlock in 22 days 230 + Investors

Track Smart Money conviction in BHE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 230 215 6.98%
13F Shares 36M 36M 1.99%
Total Value $1.55B $1.37B 13.17%
New Positions 39 28 +11
Increased Positions 82 76 +6
Closed Positions 25 22 +3
Reduced Positions 86 76 +10
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: BHE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

230 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHE. Verified SEC 13F-HR filings.

Top 25 institutional holders of BHE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SummerHaven Investment Management, LLC 0.66% 19,156 $1.1M
2 PEREGRINE CAPITAL MANAGEMENT LLC 0.26% 124,349 $7.0M
3 Uncommon Cents Investing LLC 0.22% 16,645 $933K
4 Whalen Wealth Management Inc. 0.20% 6,700 $376K
5 Heritage Family Offices, LLP 0.09% 3,665 $205K
6 Ifrah Financial Services, Inc. 0.07% 4,563 $256K
7 WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% 50,081 $2.8M
8 Inspire Investing, LLC 0.04% 9,217 $517K
9 EVOLVE PRIVATE WEALTH, LLC 0.03% 10,724 $601K
10 Vest Financial, LLC 0.03% 45,125 $2.5M
11 Trust Point Inc. 0.02% 4,307 $241K
12 Y-Intercept (Hong Kong) Ltd 0.02% 17,036 $955K
13 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% 27,164 $1.5M
14 Louisiana State Employees Retirement System 0.02% 15,800
15 State of Alaska, Department of Revenue 0.01% 19,298 $1K
16 GAMMA Investing LLC 0.01% 3,461 $194K
17 Versant Capital Management, Inc 0.01% 1,631 $91K
18 Moran Wealth Management, LLC 0.01% 4,007 $225K
19 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% 56,721 $3K
20 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 9,486 $532K
21 Assenagon Asset Management S.A. 0.01% 63,240 $3.5M
22 TRUIST FINANCIAL CORP 0.01% 66,822 $3.7M
23 STRS OHIO 0.00% 15,700 $880K
24 MJT & Associates Financial Advisory Group, Inc. 0.00% 71 $4K
25 AdvisorNet Financial, Inc 0.00% 879 $49K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BENCHMARK ELECTRS INC (BHE)

What does the Smart Money Trend signal show for BHE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BHE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHE?

Slight buying edge — 52% buying: Last quarter: 118 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHE holders?

Elite ownership — 56% AUM from top-100 funds: 37 of 228 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in BHE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHE?

67% of holders stayed for 2+ years: 152 out of 228 hedge funds have held BHE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.