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BBT

Beacon Financial Corp
BBT

180 hedge funds and large institutions have $1B invested in Beacon Financial Corp in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,783% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $12K

0.86% more ownership

Funds ownership: 80.62% → 81.48% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $1B → $1B (-$1.94M)

6% less funds holding

Funds holding: 191 → 180 (-11)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
70
Closed
25
Calls
$1.19M
Puts
$12K
Net Calls
+$1.17M
Net Calls Change
+$131K

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$19M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.73M
3
Goldman Sachs
Goldman Sachs
New York
+$9.32M
4
LPL Financial
LPL Financial
California
+$4.71M
5
American Century Companies
American Century Companies
Missouri
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$7.21M
2
BlackRock
BlackRock
New York
-$7.08M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.72M
4
BCM
Bridgeway Capital Management
Texas
-$6.27M
5
Invesco
Invesco
Georgia
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$1.46M -$395K -13,421 -22%
COPPSERS
52
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.44M +$190K +6,469 +16%
Prudential Financial
53
Prudential Financial
New Jersey
$1.35M -$1.07M -36,555 -45%
First Trust Advisors
54
First Trust Advisors
Illinois
$1.34M -$1.72M -58,548 -57%
Deutsche Bank
55
Deutsche Bank
Germany
$1.26M +$58K +1,974 +5%
CIM
56
Cambria Investment Management
California
$1.05M +$398K +13,520 +63%
NA
57
NewEdge Advisors
Louisiana
$1.04M – – –
GI
58
GAMCO Investors
Connecticut
$996K – – –
Citigroup
59
Citigroup
New York
$980K +$170K +5,768 +21%
Barclays
60
Barclays
United Kingdom
$975K +$426K +14,474 +80%
PCM
61
Prelude Capital Management
New York
$972K -$543K -18,455 -36%
Millennium Management
62
Millennium Management
New York
$968K -$2.18M -73,995 -70%
SAMT
63
Select Asset Management & Trust
Pennsylvania
$964K – – –
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$954K -$9.23K -314 -1%
GCM
65
Graham Capital Management
Connecticut
$943K +$399K +13,574 +76%
SOADOR
66
State of Alaska Department of Revenue
Alaska
$937K -$10.2K -348 -1%
Citadel Advisors
67
Citadel Advisors
Florida
$920K -$1.31M -44,401 -59%
Jennison Associates
68
Jennison Associates
New York
$908K -$150K -5,087 -14%
TPSF
69
Texas Permanent School Fund
Texas
$905K -$78.3K -2,664 -8%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$891K +$216K +7,351 +33%
Victory Capital Management
71
Victory Capital Management
Texas
$879K +$257K +8,739 +42%
Squarepoint
72
Squarepoint
New York
$867K +$352K +11,967 +70%
QC
73
Quantedge Capital
Singapore
$855K +$470K +16,000 +127%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$812K -$100K -3,412 -11%
E
75
Ergoteles
New York
$811K +$305K +10,379 +62%
1 2
3
4 5

BBT Hedge Fund Activity: Q4 2022 in Review

180 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2022, worth a combined $1B — down 0.19% from $1B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BBT and 17 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 47 added.

The largest buyer was Boston Partners, adding an estimated $19M. The largest seller was William Blair Investment Management, cutting an estimated $7.21M.

  • 180 institutional investors held Beacon Financial Corp (BBT) as of Q4 2022, down from 191 in Q3 2022.
  • Funds reported $1B of Beacon Financial Corp stock for Q4 2022, down 0.19% quarter-over-quarter.
  • 17 funds opened new Beacon Financial Corp positions in Q4 2022 and 25 closed out, a net change of -8 holders.
  • The largest Beacon Financial Corp buyer in Q4 2022 was Boston Partners, an estimated $19M added.
  • The largest Beacon Financial Corp seller in Q4 2022 was William Blair Investment Management, an estimated $7.21M sold.

Based on aggregated 13F filings for Q4 2022.