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BBT

Beacon Financial Corp
BBT

168 hedge funds and large institutions have $602M invested in Beacon Financial Corp in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.5% more ownership

Funds ownership: 73.26% → 80.76% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

2% less funds holding

Funds holding: 171 → 168 (-3)

50% less capital invested

Capital invested by funds: $1.2B → $602M (-$600M)

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
54
Reduced
54
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
+$38.2M
2
Victory Capital Management
Victory Capital Management
Texas
+$32.5M
3
WHG
Westwood Holdings Group
Texas
+$8.02M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$7.04M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$4.08M
2
Millennium Management
Millennium Management
New York
-$3.68M
3
ACB
Aristotle Capital Boston
Massachusetts
-$2.91M
4
BlackRock
BlackRock
New York
-$2.59M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$4.14M +$7.04M +278,724 New
Ameriprise
27
Ameriprise
Minnesota
$3.99M -$164K -6,489 -2%
Goldman Sachs
28
Goldman Sachs
New York
$3.83M +$2.72M +107,829 +72%
BCM
29
Bridgeway Capital Management
Texas
$3.47M -$975K -38,600 -14%
SEI Investments
30
SEI Investments
Pennsylvania
$2.95M +$855K +33,870 +21%
Millennium Management
31
Millennium Management
New York
$2.87M -$3.68M -145,654 -43%
Bank of America
32
Bank of America
North Carolina
$2.6M -$328K -13,006 -7%
EC
33
EJF Capital
Virginia
$2.53M -$4.08M -161,536 -49%
Morgan Stanley
34
Morgan Stanley
New York
$2.53M -$1.66M -65,771 -28%
PPA
35
Parametric Portfolio Associates
Washington
$2.51M +$664K +26,291 +18%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.34M +$107K +4,243 +3%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.15M +$1.53M +60,734 +72%
Federated Hermes
38
Federated Hermes
Pennsylvania
$2.13M +$2.86M +113,074 +370%
Legal & General Group
39
Legal & General Group
United Kingdom
$1.9M -$2.5K -99 -0.1%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$1.73M +$2.94M +116,574 New
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$1.73M -$208K -8,250 -7%
Citadel Advisors
42
Citadel Advisors
Florida
$1.7M +$1.84M +72,974 +177%
BCM
43
BHZ Capital Management
California
$1.66M +$2.01M +79,587 +246%
HAI
44
Hennessy Advisors Inc
California
$1.64M -$1.64M -65,000 -37%
Wells Fargo
45
Wells Fargo
California
$1.63M -$265K -10,498 -9%
ZIG
46
Zurich Insurance Group
Switzerland
$1.57M +$2.67M +105,900 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.53M -$217K -8,600 -8%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.43M -$909K -36,000 -27%
GWI
49
Grace & White Inc
New York
$1.35M +$1.35M +53,297 +142%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.23M – – –
1
2
3 4 5

BBT Hedge Fund Activity: Q1 2020 in Review

168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q1 2020, worth a combined $602M — down 50% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BBT and 30 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 54 added.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $38.2M. The largest seller was EJF Capital, cutting an estimated $4.08M.

  • 168 institutional investors held Beacon Financial Corp (BBT) as of Q1 2020, down from 171 in Q4 2019.
  • Funds reported $602M of Beacon Financial Corp stock for Q1 2020, down 50% quarter-over-quarter.
  • 30 funds opened new Beacon Financial Corp positions in Q1 2020 and 31 closed out, a net change of -1 holder.
  • The largest Beacon Financial Corp buyer in Q1 2020 was Clark Capital Management Group, an estimated $38.2M added.
  • The largest Beacon Financial Corp seller in Q1 2020 was EJF Capital, an estimated $4.08M sold.

Based on aggregated 13F filings for Q1 2020.