Benchmark Electrs Inc (BHE) Hedge Fund Ownership (Q1 2026)

Benchmark Electrs Inc (BHE)

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

Smart Money Signals — BHE

Based on 266 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

266 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.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+37 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 54% buying

140 buying120 selling

Last quarter: 140 funds bought or added vs 120 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 (+17 vs last Q)

new funds entering per quarter

Funds opening a new BHE position: 24 → 27 → 40 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new

168 out of 266 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.

💰

Value +29% but shares only +0% — price-driven

Value

+29%

+0%

Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

34 → 24 → 27 → 40 → 57 new funds/Q

New funds entering each quarter: 24 → 27 → 40 → 57. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 19% new

Entry-cohort mix of 269 holders: 190 (71%) are 2+ year veterans, 28 entered 1–2 years ago, and 51 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

49 of 266 holders are among the 100 largest funds by AUM, controlling 61% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	265	238	11.34%
13F Shares	37M	36M	0.21%
Total Value	$2.01B	$1.56B	29.37%
New Positions	57	40	+17
Increased Positions	83	86	-3
Closed Positions	30	25	+5
Reduced Positions	87	86	+1
Total Calls	2	1	100.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.5	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

265

238

11.34%

13F Shares

37M

36M

0.21%

Total Value

$2.01B

$1.56B

29.37%

New Positions

+17

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

0.5

1.0

Bullish

Institutional Holders (2026 Q2)

265 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BHE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ROSS\JOHNSON & Associates LLC	3.88%	2,510	$248K
2	Tributary Capital Management, LLC	2.80%	344,987	$34.0M
3	Aristotle Capital Boston, LLC	1.48%	224,142	$22.1M
4	Archon Capital Management LLC	1.38%	34,332	$3.4M
5	Nicola Wealth Management LTD.	1.15%	101,600	$10.0M
6	Phocas Financial Corp.	1.02%	74,395	$7.3M
7	SummerHaven Investment Management, LLC	1.01%	19,156	$1.9M
8	SG Capital Management LLC	0.79%	97,415	$9.6M
9	Earnest Partners LLC	0.58%	1,640,669	$161.9M
10	Bridgeway Capital Management, LLC	0.50%	290,881	$28.7M
11	Leuthold Group, LLC	0.46%	46,811	$4.6M
12	Informed Momentum Co LLC	0.42%	47,289	$4.7M
13	Oberweis Asset Management Inc/	0.40%	198,300	$19.6M
14	Peregrine Capital Management LLC	0.37%	114,375	$11.3M
15	PDT Partners, LLC	0.37%	70,494	$7.0M
16	Uncommon Cents Investing LLC	0.36%	16,620	$1.6M
17	Kennedy Capital Management LLC	0.29%	164,563	$16.2M
18	Heartland Advisors Inc	0.29%	65,000	$6.4M
19	EntryPoint Capital, LLC	0.27%	9,978	$394K
20	Park Capital Management, LLC / WI	0.24%	4,182	$413K
21	Azzad Asset Management Inc /Adv	0.23%	25,864	$2.6M
22	Hillsdale Investment Management Inc.	0.22%	96,230	$9.5M
23	Guidance Capital, Inc	0.21%	12,901	$999K
24	Whalen Wealth Management Inc.	0.19%	4,336	$428K
25	Truvestments Capital LLC	0.18%	12,159	$1.2M

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 — 3 quarters in a row: For 3 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 — 54% buying: Last quarter: 140 funds bought or added vs 120 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 — 61% AUM from top-100 funds: 49 of 266 holders are among the 100 largest funds by AUM, controlling 61% 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?

63% of holders stayed for 2+ years: 168 out of 266 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.

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Benchmark Electrs Inc (BHE)

Smart Money Signals — BHE

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+17 vs last Q)

63% of holders stayed for 2+ years

Value +29% but shares only +0% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 71% veterans vs 19% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — BHE

Hedge Fund Ownership: BHE

Market Analysis: BHE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BHE

Hedge Fund Positioning: BHE

Statistics: BHE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Benchmark Electrs Inc (BHE)

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