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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
QI
51
QS Investors
New York
$1.22M – – –
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.16M +$1.26K +50 +0.1%
AIM
53
Aigen Investment Management
New York
$1.11M +$1.88M +74,400 +62,521%
Assenagon Asset Management
54
Assenagon Asset Management
Luxembourg
$1.05M +$1.79M +70,969 New
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.01M -$19.4K -768 -1%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$908K +$510K +20,207 +49%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$849K -$221K -8,739 -13%
CIC
58
Cornercap Investment Counsel
Georgia
$838K +$1.42M +56,362 New
EVM
59
Eaton Vance Management
Massachusetts
$833K -$1.39K -55 -0.1%
Canada Life
60
Canada Life
Manitoba, Canada
$822K +$13.9K +552 +1%
UBS AM
61
UBS AM
Illinois
$774K -$12.2K -483 -0.9%
CSS
62
Cubist Systematic Strategies
Connecticut
$764K +$1.02M +40,457 +369%
MCA
63
Mendon Capital Advisors
Florida
$743K +$1.26M +50,000 New
CS
64
Credit Suisse
Switzerland
$699K -$249K -9,856 -17%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$661K +$1.12M +44,455 New
Macquarie Group
66
Macquarie Group
Australia
$655K – – –
Comerica Bank
67
Comerica Bank
Texas
$649K +$30.4K +1,203 +3%
EGM
68
Engineers Gate Manager
New York
$647K +$1.1M +43,547 New
UBS Group
69
UBS Group
Switzerland
$643K -$286K -11,342 -21%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$626K +$1.06M +42,108 New
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$617K – – –
SOADOR
72
State of Alaska Department of Revenue
Alaska
$567K +$145K +5,758 +18%
ZCM
73
Ziegler Capital Management
Illinois
$555K +$943K +37,358 New
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$551K +$739K +29,250 +375%
TPSF
75
Texas Permanent School Fund
Texas
$543K +$181K +7,160 +24%
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.