We are live on ! Find out more
BBT

Beacon Financial Corp

178 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $588K | Put options by funds: $230K

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.04B → $1.12B (+$77.6M)

5% more funds holding

Funds holding: 169178 (+9)

2.03% more ownership

Funds ownership: 78.94%80.97% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
48
Reduced
62
Closed
17
Calls
$588K
Puts
$230K
Net Calls
+$358K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$1.81M +$179K +6,453 +11%
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$1.75M
VOYA Investment Management
53
VOYA Investment Management
Georgia
$1.49M +$928K +33,500 +176%
UBS Group
54
UBS Group
Switzerland
$1.45M -$76K -2,742 -5%
PCM
55
Prelude Capital Management
New York
$1.33M +$1.3M +46,920 New
Citigroup
56
Citigroup
New York
$1.31M +$352K +12,704 +38%
YCM
57
Yousif Capital Management
Michigan
$1.28M +$1.25M +44,975 New
Comerica Bank
58
Comerica Bank
Texas
$1.27M -$47.8K -1,726 -4%
Canada Life
59
Canada Life
Manitoba, Canada
$1.19M -$66.7K -2,409 -5%
CS
60
Credit Suisse
Switzerland
$1.17M -$17.3K -626 -1%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$1.13M +$1.36K +49 +0.1%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$1.12M -$26.7K -962 -2%
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M -$8.92K -322 -0.9%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$1.04M
ERSOT
65
Employees Retirement System of Texas
Texas
$1.03M
Assenagon Asset Management
66
Assenagon Asset Management
Luxembourg
$1.01M +$9.59K +346 +1%
TPSF
67
Texas Permanent School Fund
Texas
$997K -$31.1K -1,122 -3%
NA
68
NewEdge Advisors
Louisiana
$988K +$963K +34,758 New
SOADOR
69
State of Alaska Department of Revenue
Alaska
$979K -$34.4K -1,240 -3%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$970K -$593K -21,405 -39%
GI
71
GAMCO Investors
Connecticut
$947K +$27.7K +1,000 +3%
WAM
72
Wakefield Asset Management
Colorado
$930K +$907K +32,726 New
SAMT
73
Select Asset Management & Trust
Pennsylvania
$917K
Two Sigma Advisers
74
Two Sigma Advisers
New York
$876K -$598K -21,600 -41%
Rafferty Asset Management
75
Rafferty Asset Management
New York
$871K -$445K -16,049 -34%

BBT Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2021, worth a combined $1.12B — up 7.4% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BBT positions and 17 closed out — a net gain of 11 holders — while 48 added to existing stakes and 62 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $25.7M. The largest seller was State Street, cutting an estimated $5.44M.

  • 178 institutional investors held Beacon Financial Corp (BBT) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 28 funds opened new Beacon Financial Corp positions in Q4 2021 and 17 closed out, a net change of +11 holders.
  • The largest Beacon Financial Corp buyer in Q4 2021 was Goldman Sachs, an estimated $25.7M added.
  • The largest Beacon Financial Corp seller in Q4 2021 was State Street, an estimated $5.44M sold.

Based on aggregated 13F filings for Q4 2021.