Beacon Financial Corp
128 hedge funds and large institutions have $489M invested in Beacon Financial Corp in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
16% more capital invested
Capital invested by funds: $421M → $489M (+$68.4M)
5% more funds holding
Funds holding: 122 → 128 (+6)
1.71% more ownership
Funds ownership: 74.24% → 75.95% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Seawolf Capital
New York
|
+$4.39M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$3.58M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$2.63M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$2.55M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$6.88M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.52M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.13M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.55M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$2.81M |
BBT Hedge Fund Activity: Q4 2014 in Review
128 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2014, worth a combined $489M — up 16% from $421M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BBT positions and 12 closed out — a net gain of 9 holders — while 40 added to existing stakes and 44 trimmed.
The largest buyer was Seawolf Capital, opening a new position worth an estimated $4.39M. The largest seller was Endeavour Capital Advisors, cutting an estimated $6.88M.
- 128 institutional investors held Beacon Financial Corp (BBT) as of Q4 2014, up from 122 in Q3 2014.
- Funds reported $489M of Beacon Financial Corp stock for Q4 2014, up 16% quarter-over-quarter.
- 21 funds opened new Beacon Financial Corp positions in Q4 2014 and 12 closed out, a net change of +9 holders.
- The largest Beacon Financial Corp buyer in Q4 2014 was Seawolf Capital, an estimated $4.39M added.
- The largest Beacon Financial Corp seller in Q4 2014 was Endeavour Capital Advisors, an estimated $6.88M sold.
Based on aggregated 13F filings for Q4 2014.