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BBT

Beacon Financial Corp
BBT

171 hedge funds and large institutions have $1.2B invested in Beacon Financial Corp in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$120M)

0.68% more ownership

Funds ownership: 72.58% → 73.26% (+0.68%)

1% more funds holding

Funds holding: 170 → 171 (+1)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
53
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.71M
2
EC
EJF Capital
Virginia
+$2.83M
3
Morgan Stanley
Morgan Stanley
New York
+$2.05M
4
Canada Life
Canada Life
Manitoba, Canada
+$1.72M
5
MSL
Mackay Shields LLC
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.26M
2
Millennium Management
Millennium Management
New York
-$3.68M
3
Principal Financial Group
Principal Financial Group
Iowa
-$3.23M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.21M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$9.05M -$198K -6,325 -2%
BCM
27
Bridgeway Capital Management
Texas
$8.95M – – –
Charles Schwab
28
Charles Schwab
California
$8.89M +$41.1K +1,311 +0.5%
Morgan Stanley
29
Morgan Stanley
New York
$7.75M +$2.05M +65,409 +38%
Bank of America
30
Bank of America
North Carolina
$6.17M -$949K -30,285 -14%
HAI
31
Hennessy Advisors Inc
California
$5.75M -$313K -10,000 -5%
SEI Investments
32
SEI Investments
Pennsylvania
$5.42M +$384K +12,259 +8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$5.03M +$241K +7,699 +5%
Goldman Sachs
34
Goldman Sachs
New York
$4.94M +$401K +12,807 +9%
PPA
35
Parametric Portfolio Associates
Washington
$4.69M -$148K -4,709 -3%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.35M +$661K +21,100 +19%
Legal & General Group
37
Legal & General Group
United Kingdom
$4.2M +$334K +10,657 +9%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$4.08M -$209K -6,679 -5%
Wells Fargo
39
Wells Fargo
California
$3.95M -$575K -18,344 -13%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.66M -$416K -13,263 -11%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.77M – – –
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.72M +$25.1K +800 +1%
QI
43
QS Investors
New York
$2.69M +$819K +26,124 +47%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.56M +$3.13K +100 +0.1%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.26M -$101K -3,231 -4%
Barclays
46
Barclays
United Kingdom
$2.21M -$596K -19,025 -22%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$2.17M +$40.1K +1,280 +2%
Citigroup
48
Citigroup
New York
$1.87M +$636K +20,272 +55%
CS
49
Credit Suisse
Switzerland
$1.87M +$674K +21,504 +61%
EVM
50
Eaton Vance Management
Massachusetts
$1.84M +$1.1K +35 +0.1%
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BBT Hedge Fund Activity: Q4 2019 in Review

171 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2019, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BBT positions and 17 closed out — a net gain of 4 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.71M. The largest seller was Vanguard Group, cutting an estimated $5.26M.

  • 171 institutional investors held Beacon Financial Corp (BBT) as of Q4 2019, up from 170 in Q3 2019.
  • Funds reported $1.2B of Beacon Financial Corp stock for Q4 2019, up 11% quarter-over-quarter.
  • 21 funds opened new Beacon Financial Corp positions in Q4 2019 and 17 closed out, a net change of +4 holders.
  • The largest Beacon Financial Corp buyer in Q4 2019 was JP Morgan Chase, an estimated $4.71M added.
  • The largest Beacon Financial Corp seller in Q4 2019 was Vanguard Group, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2019.