Beacon Financial Corp
156 hedge funds and large institutions have $642M invested in Beacon Financial Corp in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 44 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
52% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 44
12% more capital invested
Capital invested by funds: $575M → $642M (+$66.6M)
5% more funds holding
Funds holding: 149 → 156 (+7)
3.56% more ownership
Funds ownership: 70.06% → 73.62% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$10.4M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$10.3M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$8.59M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$4.13M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$4.64M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$3.41M |
| 3 |
RA
Royce & Associates
New York
|
-$2.59M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.48M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.3M |
BBT Hedge Fund Activity: Q4 2015 in Review
156 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2015, worth a combined $642M — up 12% from $575M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BBT positions and 12 closed out — a net gain of 7 holders — while 67 added to existing stakes and 44 trimmed.
The largest buyer was Boston Trust Walden, adding an estimated $10.4M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $4.64M sold.
- 156 institutional investors held Beacon Financial Corp (BBT) as of Q4 2015, up from 149 in Q3 2015.
- Funds reported $642M of Beacon Financial Corp stock for Q4 2015, up 12% quarter-over-quarter.
- 19 funds opened new Beacon Financial Corp positions in Q4 2015 and 12 closed out, a net change of +7 holders.
- The largest Beacon Financial Corp buyer in Q4 2015 was Boston Trust Walden, an estimated $10.4M added.
- The largest Beacon Financial Corp seller in Q4 2015 was Uniplan Investment Counsel, an estimated $4.64M sold.
Based on aggregated 13F filings for Q4 2015.