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BBT

Beacon Financial Corp
BBT

173 hedge funds and large institutions have $914M invested in Beacon Financial Corp in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $726M → $914M (+$188M)

1.97% more ownership

Funds ownership: 82.31% → 84.28% (+2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 172 → 173 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
55
Reduced
68
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
LSV Asset Management
LSV Asset Management
Illinois
+$6.02M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2M
4
American Century Companies
American Century Companies
Missouri
+$1.91M
5
State Street
State Street
Massachusetts
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.81M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.63M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.28M
4
CSS
Cubist Systematic Strategies
Connecticut
-$2.23M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$1.86M +$28.8K +1,334 +2%
AQR Capital Management
52
AQR Capital Management
Connecticut
$1.73M -$257K -11,919 -15%
SDIC
53
South Dakota Investment Council
South Dakota
$1.7M – – –
UBS AM
54
UBS AM
Illinois
$1.56M +$17K +787 +1%
Citigroup
55
Citigroup
New York
$1.45M +$464K +21,539 +58%
CS
56
Credit Suisse
Switzerland
$1.31M -$107K -4,943 -9%
Rafferty Asset Management
57
Rafferty Asset Management
New York
$1.27M +$373K +17,295 +51%
UBS Group
58
UBS Group
Switzerland
$1.27M +$706K +32,745 +180%
Skandinaviska Enskilda Banken (SEB)
59
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.23M – – –
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.22M +$528K +24,491 +99%
Voloridge Investment Management
61
Voloridge Investment Management
Florida
$1.2M -$247K -11,455 -19%
Canada Life
62
Canada Life
Manitoba, Canada
$1.18M +$9.33K +433 +0.9%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.15M -$53.1K -2,465 -5%
Jane Street
64
Jane Street
New York
$1.06M +$134K +6,227 +17%
TPSF
65
Texas Permanent School Fund
Texas
$920K -$7.31K -339 -0.9%
GI
66
GAMCO Investors
Connecticut
$914K +$21.6K +1,000 +3%
Macquarie Group
67
Macquarie Group
Australia
$911K +$679K +31,500 +606%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$899K +$166K +7,700 +27%
Two Sigma Investments
69
Two Sigma Investments
New York
$889K -$1.45M -67,203 -65%
NA
70
NewEdge Advisors
Louisiana
$857K +$9.66K +448 +1%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$853K +$204K +9,467 +38%
SAMT
72
Select Asset Management & Trust
Pennsylvania
$801K – – –
ECM
73
ExodusPoint Capital Management
New York
$796K +$438K +20,313 +173%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$751K +$17.6K +817 +3%
ZCM
75
Ziegler Capital Management
Illinois
$750K +$42.2K +1,957 +7%
1 2
3
4 5

BBT Hedge Fund Activity: Q4 2023 in Review

173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2023, worth a combined $914M — up 26% from $726M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BBT positions and 14 closed out — a net gain of 1 holder — while 55 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Goldman Sachs, cutting an estimated $7.81M.

  • 173 institutional investors held Beacon Financial Corp (BBT) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $914M of Beacon Financial Corp stock for Q4 2023, up 26% quarter-over-quarter.
  • 15 funds opened new Beacon Financial Corp positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest Beacon Financial Corp buyer in Q4 2023 was Morgan Stanley, an estimated $13M added.
  • The largest Beacon Financial Corp seller in Q4 2023 was Goldman Sachs, an estimated $7.81M sold.

Based on aggregated 13F filings for Q4 2023.