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BBT

Beacon Financial Corp
BBT

191 hedge funds and large institutions have $1B invested in Beacon Financial Corp in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

52,150% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $2K

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $913M → $1B (+$91.6M)

9% more funds holding

Funds holding: 175 → 191 (+16)

2.67% more ownership

Funds ownership: 77.94% → 80.62% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

32% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 76

Holders
191
Holders Change
+16
Holders Change %
+9.14%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
52
Reduced
76
Closed
11
Calls
$1.04M
Puts
$2K
Net Calls
+$1.04M
Net Calls Change
+$1.04M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.1M
2
Invesco
Invesco
Georgia
+$4.57M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.75M
4
N
Nuveen
North Carolina
+$2.17M
5
American Century Companies
American Century Companies
Missouri
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$8.39M
2
BlackRock
BlackRock
New York
-$6.39M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$6M
4
State Street
State Street
Massachusetts
-$5.8M
5
BCM
BHZ Capital Management
California
-$3.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$6.28M +$1.33M +47,538 +26%
BCM
27
Bridgeway Capital Management
Texas
$6.27M -$8.39M -300,800 -57%
SVBP
28
Strategic Value Bank Partners
Ohio
$5.92M +$86.7K +3,106 +1%
EPCA
29
Elizabeth Park Capital Advisors
Ohio
$5.34M +$223K +8,000 +4%
GWI
30
Grace & White Inc
New York
$4.52M – – –
BCM
31
Basswood Capital Management
New York
$4.04M – – –
VOYA Investment Management
32
VOYA Investment Management
Georgia
$4M +$785K +28,142 +24%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.91M -$24.2K -867 -0.6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.78M +$28.2K +1,009 +0.7%
Legal & General Group
35
Legal & General Group
United Kingdom
$3.56M -$121K -4,349 -3%
Renaissance Technologies
36
Renaissance Technologies
New York
$3.43M +$709K +25,400 +25%
Swiss National Bank
37
Swiss National Bank
Switzerland
$2.91M -$64.2K -2,300 -2%
Millennium Management
38
Millennium Management
New York
$2.9M +$1.57M +56,290 +112%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.82M +$57.9K +2,075 +2%
SEI Investments
40
SEI Investments
Pennsylvania
$2.63M -$109K -3,896 -4%
American Century Companies
41
American Century Companies
Missouri
$2.4M +$2.13M +76,390 +667%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.29M -$102K -3,672 -4%
Prudential Financial
43
Prudential Financial
New Jersey
$2.23M -$564K -20,210 -20%
Citadel Advisors
44
Citadel Advisors
Florida
$2.05M +$2.1M +75,163 New
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$2M +$125K +4,486 +7%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.9M -$1.32M -47,171 -40%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$1.84M -$930K -33,320 -33%
UBS AM
48
UBS AM
Illinois
$1.82M -$56.4K -2,020 -3%
Two Sigma Investments
49
Two Sigma Investments
New York
$1.7M +$483K +17,321 +38%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$1.6M -$78.5K -2,813 -5%
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BBT Hedge Fund Activity: Q3 2022 in Review

191 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2022, worth a combined $1B — up 10% from $913M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BBT positions and 11 closed out — a net gain of 17 holders — while 52 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.1M. The largest seller was Bridgeway Capital Management, cutting an estimated $8.39M.

  • 191 institutional investors held Beacon Financial Corp (BBT) as of Q3 2022, up from 175 in Q2 2022.
  • Funds reported $1B of Beacon Financial Corp stock for Q3 2022, up 10% quarter-over-quarter.
  • 28 funds opened new Beacon Financial Corp positions in Q3 2022 and 11 closed out, a net change of +17 holders.
  • The largest Beacon Financial Corp buyer in Q3 2022 was Wellington Management Group, an estimated $15.1M added.
  • The largest Beacon Financial Corp seller in Q3 2022 was Bridgeway Capital Management, an estimated $8.39M sold.

Based on aggregated 13F filings for Q3 2022.