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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
UBS Group
51
UBS Group
Switzerland
$1.79M +$162K +5,172 +10%
Canada Life
52
Canada Life
Manitoba, Canada
$1.79M +$1.72M +54,889 New
UBS AM
53
UBS AM
Illinois
$1.73M +$141K +4,483 +9%
MSL
54
Mackay Shields LLC
New York
$1.72M +$1.64M +52,400 New
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$1.53M +$45K +1,434 +3%
Macquarie Group
56
Macquarie Group
Australia
$1.45M – – –
SG Americas Securities
57
SG Americas Securities
New York
$1.45M +$556K +17,742 +67%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$1.44M +$1.37M +43,800 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$1.36M -$232K -7,400 -15%
Citadel Advisors
60
Citadel Advisors
Florida
$1.36M -$150K -4,782 -10%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.34M +$12.6K +401 +1%
GWI
62
Grace & White Inc
New York
$1.23M – – –
Comerica Bank
63
Comerica Bank
Texas
$1.19M -$17.7K -566 -1%
RT
64
Rockland Trust
Massachusetts
$1.16M – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$1.12M -$18.5K -589 -2%
SOADOR
66
State of Alaska Department of Revenue
Alaska
$1.07M -$37.7K -1,202 -4%
BCM
67
BHZ Capital Management
California
$1.06M +$377K +12,035 +59%
AIG
68
American International Group
New York
$1.06M -$52.7K -1,681 -5%
Federated Hermes
69
Federated Hermes
Pennsylvania
$1M -$145K -4,624 -13%
First Trust Advisors
70
First Trust Advisors
Illinois
$1M +$17.4K +555 +2%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$993K -$58K -1,850 -6%
Allianz Asset Management
72
Allianz Asset Management
Germany
$981K -$768K -24,510 -45%
TPSF
73
Texas Permanent School Fund
Texas
$966K -$13.2K -422 -1%
ASRS
74
Arizona State Retirement System
Arizona
$942K -$714K -22,779 -44%
SO
75
STRS Ohio
Ohio
$917K +$865K +27,600 +9,200%
1 2
3
4 5

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.