Exploring Benson Hill, Inc. (BHIL) Investor Profile: Who’s Buying and Why?

In a market where food technology innovation meets investment strategy, have you ever wondered who's betting big on companies like Benson Hill, Inc. (BHIL), and more importantly, why? As of the fiscal year 2024, understanding the investor landscape of BHIL—a company focused on unlocking the natural genetic diversity of plants—is crucial, especially given its strategic focus on ingredients for the plant-based protein and healthy fats markets. With a mission to improve the health and sustainability of our food system, BHIL's financial journey, marked by a revenue of $262 million in 2023 but facing a challenging net loss of $149 million, presents a compelling case for investors looking at disruptive potential versus current financial strain. Are these investors driven by the long-term vision of sustainable food solutions, or are they capitalizing on short-term market opportunities, and how does this mix shape the future of food innovation investments?

Benson Hill, Inc. (BHIL) Who Invests in [Company Name] and Why?

Understanding the investor profile of Benson Hill, Inc. (BHIL) provides valuable insights into the company's strategic direction, financial stability, and future prospects. Investors are generally categorized into retail, institutional, and those with a strategic focus, each bringing different motivations and strategies.

Here's a breakdown of the key investor types in Benson Hill, Inc. (BHIL):

• Institutional Investors: These include entities like mutual funds, hedge funds, pension funds, and insurance companies. As of March 2025, 46 institutional owners and shareholders had filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 1,073,573 shares.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts. Benson Hill has actively engaged with retail investors, including hosting Q&A forums.
• Strategic Investors: These investors often include corporations with a vested interest in the company's success, such as those in the food and agriculture sectors.

Examples of significant institutional investors in Benson Hill, Inc. (BHIL) include:

• Alphabet Inc.
• Vanguard Group Inc
• BlackRock, Inc.
• Tao Capital Management LP
• Lewis & Clark Agrifood
• Missouri Technology

These investors are drawn to Benson Hill, Inc. (BHIL) for various reasons:

• Growth Prospects: Investors are attracted to Benson Hill, Inc. (BHIL)'s innovative approach to crop improvement and its potential to disrupt the food industry. The company's Cloud Biology® platform and CropOS™ technology are key drivers.
• Market Position: Benson Hill, Inc. (BHIL)'s focus on developing healthier and more sustainable food options aligns with the growing consumer demand for plant-based products and sustainable agriculture.
• Strategic Fit: Strategic investors, particularly those in the food and agriculture industries, see value in partnering with Benson Hill, Inc. (BHIL) to enhance their own product offerings and sustainability initiatives.

However, potential investors should also be aware of the risks. As of March 20, 2025, Benson Hill, Inc. (BHIL) filed for Chapter 11 bankruptcy. The company's stock has experienced significant decline, with a 93.82% decrease between April 11, 2024, and March 25, 2025. The company's financial fundamentals reveal challenges, including a weak gross profit margin of 4.29% and negative EBITDA of -$45.2 million in the last twelve months.

Benson Hill, Inc. (BHIL) does not currently pay dividends.

Here’s a look at the institutional ownership structure of Benson Hill, Inc. (BHIL):

The investment strategies employed by Benson Hill, Inc. (BHIL)'s investors vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Some institutional investors, particularly those with a strategic focus, may adopt a long-term holding strategy, viewing Benson Hill, Inc. (BHIL) as a key player in the future of food and agriculture.
• Short-Term Trading: Other investors, such as hedge funds, may engage in short-term trading strategies to capitalize on price fluctuations in Benson Hill, Inc. (BHIL)'s stock.
• Value Investing: Some investors may see Benson Hill, Inc. (BHIL) as an undervalued company with significant potential for future growth, making it an attractive value investment.

For further insights into Benson Hill, Inc.'s financial health, see: Breaking Down Benson Hill, Inc. (BHIL) Financial Health: Key Insights for Investors

Benson Hill, Inc. (BHIL) Institutional Ownership and Major Shareholders of Benson Hill, Inc. (BHIL)

Institutional ownership in Benson Hill, Inc. (BHIL) provides insights into the confidence that large financial entities have in the company's potential. Examining who these major shareholders are, and how their positions have changed over time, can offer valuable context for investors. For additional background information, you can explore Benson Hill, Inc. (BHIL): History, Ownership, Mission, How It Works & Makes Money.

Information about institutional investors and their impact can be assessed through various filings and reports. These reports offer a view into which institutions hold significant stakes, and whether they've been increasing or decreasing their positions. Keep in mind that the data can vary in its timeliness, depending on reporting schedules.

Here's a general overview of what to consider when analyzing institutional ownership of Benson Hill, Inc. (BHIL):

• Top Institutional Investors: Identifying the largest institutional investors provides insight into who has the most influence and stake in the company.
• Changes in Ownership: Monitoring whether these investors have increased, decreased, or maintained their positions can indicate sentiment shifts.
• Impact of Institutional Investors: Large institutional investors can significantly influence a company’s stock price and strategic direction through their investment decisions and voting power.

As of a recent report, the following data points regarding institutional ownership of Benson Hill, Inc. (BHIL) are available:

Based on information from Yahoo Finance, the institutional ownership of Benson Hill is approximately 37.90%.

Some of the top institutional holders include:

• BlackRock Fund Advisors
• Vanguard Group Inc
• State Street Global Advisors, Inc.

BlackRock Fund Advisors holds 1,784,434 shares, representing 2.918% ownership. Vanguard Group Inc. holds 1,599,597 shares, representing 2.615% ownership. State Street Global Advisors, Inc. holds 792,781 shares, representing 1.296% ownership.

The table below summarizes the holdings of these major institutional investors:

Reviewing trends in institutional investment can highlight shifts in market perception. For example, a notable increase in shares held by major institutions might suggest growing confidence in Benson Hill, Inc. (BHIL)’s future prospects. Conversely, a decrease could signal concerns or a change in investment strategy.

Benson Hill, Inc. (BHIL) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Benson Hill, Inc. (BHIL) provides valuable insights into the company's strategic direction and market sentiment. Examining the key investors, their recent activities, and their potential influence can help stakeholders assess the company's prospects, especially given its recent Chapter 11 filing.

As of March 2025, 46 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 1,073,573 shares. It's important to note that the share price as of March 25, 2025, was $0.42 per share, a significant decline of 93.82% from $6.86 on April 11, 2024.

Here's a look at some notable investors:

• Alphabet Inc.: Previously a significant shareholder, Alphabet Inc. decreased its holdings by 100% in Q3 2024, removing 438,636 shares from its portfolio.
• Vanguard Group Inc.: Remains a key institutional investor.
• BlackRock, Inc.: Another major institutional holder.
• S2G Investments, LLC: Filed a 13D/A form on March 21, 2025, indicating an activist role with 332,335 shares, representing 5.40% ownership.
• Mercury Fund III, L.P.: Filed a 13G form on February 14, 2025, with 384,137 shares, representing 6.30% ownership.

Other significant shareholders include:

• Argonautic Investment Management Ltd.
• Mercury Partners Management LLC
• Builders Vision LLC

Institutional ownership accounts for approximately 13.5% of Benson Hill's shares, while insiders own about 3.3%. This level of institutional ownership suggests that while there is some confidence from larger funds, it is relatively lower compared to the broader 'Food & kindred products' industry, where institutional ownership averages 57.2%.

Recent moves by these investors, particularly the reduction in shares by some and the continued presence of others, can influence stock movements and company decisions. For example, S2G Investments and other venture backers are providing Debtor-in-Possession (DIP) financing during the Chapter 11 process, potentially positioning themselves as bidders in the sale process.

Benson Hill's recent Chapter 11 filing on March 20, 2025, and subsequent court approval for 'first-day' requests, including access to $11 million in DIP financing, underscores the importance of these investors in maintaining operational continuity. The DIP financing involves existing lenders such as Expedition Ag Holdings, S2G Investments, Steve Kahn, and ProAgInvest, with an initial $3 million available immediately.

Here is a summary of key financial data for 2023:

In 2023, Benson Hill's revenue was $96.5 million, a 14.2% decrease from the previous year's $112.6 million. The company's debt structure as of Q4 2023 included $67.4 million in long-term debt and $12.6 million in short-term debt, against a total shareholders' equity of $98.3 million. This resulted in a debt-to-equity ratio of 0.82.

Given the company's financial challenges and Chapter 11 proceedings, understanding the motivations and actions of these key investors is crucial for assessing the potential outcomes and future direction of Benson Hill. For further insights into Benson Hill's strategic objectives, refer to Mission Statement, Vision, & Core Values of Benson Hill, Inc. (BHIL).

Benson Hill, Inc. (BHIL) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating Benson Hill, Inc. (BHIL). Examining the moves of major shareholders, analyst perspectives, and how the stock market responds to these changes provides valuable insights into the company's future.

Investor sentiment toward Benson Hill, Inc. (BHIL) can be gauged by observing the behavior of its major shareholders. Positive sentiment is typically reflected in increased investment, while negative sentiment may lead to divestment. Neutral sentiment might manifest as holding existing positions without significant changes. Recent transactions and filings can offer clues about current sentiment.

The stock market's reaction to changes in ownership or large investor moves can be a significant indicator. For instance, a substantial purchase by a well-known investment firm might drive the stock price up, reflecting increased confidence in Benson Hill, Inc. (BHIL). Conversely, a large sell-off could lead to a price decline, signaling concern among investors.

Analyst perspectives play a vital role in interpreting the impact of key investors on Benson Hill, Inc. (BHIL)'s future. Analysts often provide commentary on how changes in the investor base might affect the company's strategy, financial performance, and long-term prospects. These insights can help investors understand the bigger picture and make informed decisions.

For more in-depth information on the company's financial standing, you might find this resource helpful: Breaking Down Benson Hill, Inc. (BHIL) Financial Health: Key Insights for Investors.

News articles can provide a snapshot of market reactions and investor sentiment. For example, announcements of new partnerships, product launches, or financial results can trigger immediate responses in the stock price and trading volume.

Overall, monitoring investor sentiment, market reactions, and analyst perspectives provides a comprehensive view of how Benson Hill, Inc. (BHIL) is perceived by the investment community and the potential implications for its future.