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BBT

Beacon Financial Corp
BBT

171 hedge funds and large institutions have $1.2B invested in Beacon Financial Corp in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$120M)

0.68% more ownership

Funds ownership: 72.58% → 73.26% (+0.68%)

1% more funds holding

Funds holding: 170 → 171 (+1)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
53
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.71M
2
EC
EJF Capital
Virginia
+$2.83M
3
Morgan Stanley
Morgan Stanley
New York
+$2.05M
4
Canada Life
Canada Life
Manitoba, Canada
+$1.72M
5
MSL
Mackay Shields LLC
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.26M
2
Millennium Management
Millennium Management
New York
-$3.68M
3
Principal Financial Group
Principal Financial Group
Iowa
-$3.23M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.21M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
76
Guggenheim Capital
Illinois
$916K +$58.3K +1,860 +7%
CPSC
77
Carl P. Sherr & Co
Massachusetts
$900K +$858K +27,373 New
HF
78
HRT Financial
New York
$765K +$379K +12,075 +108%
TA
79
Teton Advisors
New York
$759K -$31.4K -1,000 -4%
IIM
80
Ironwood Investment Management
Massachusetts
$713K -$41.7K -1,331 -6%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$709K +$127K +4,058 +23%
MIM
82
MetLife Investment Management
New Jersey
$693K – – –
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$676K +$55.2K +1,762 +9%
Deutsche Bank
84
Deutsche Bank
Germany
$659K -$787K -25,095 -56%
ARTA
85
A.R.T. Advisors
New York
$650K +$620K +19,777 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$612K +$583K +18,600 New
OPERF
87
Oregon Public Employees Retirement Fund
Oregon
$574K -$21.9K -700 -4%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$571K – – –
PP
89
Paloma Partners
Connecticut
$544K +$519K +16,545 New
AG
90
Aperio Group
California
$524K -$52.7K -1,682 -10%
BUB
91
BBVA USA Bancshares
Texas
$513K +$16.5K +525 +3%
MSA
92
Mason Street Advisors
Wisconsin
$492K +$2.95K +94 +0.6%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$492K +$469K +14,962 New
Squarepoint
94
Squarepoint
New York
$490K -$674K -21,515 -59%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$487K – – –
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$484K -$46.4K -1,480 -9%
COPPSERS
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$479K -$9.06K -289 -2%
KP
98
Keel Point
Alabama
$472K – – –
RJA
99
Raymond James & Associates
Florida
$470K – – –
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$454K – – –
2 3
4
5 6

BBT Hedge Fund Activity: Q4 2019 in Review

171 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2019, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BBT positions and 17 closed out — a net gain of 4 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.71M. The largest seller was Vanguard Group, cutting an estimated $5.26M.

  • 171 institutional investors held Beacon Financial Corp (BBT) as of Q4 2019, up from 170 in Q3 2019.
  • Funds reported $1.2B of Beacon Financial Corp stock for Q4 2019, up 11% quarter-over-quarter.
  • 21 funds opened new Beacon Financial Corp positions in Q4 2019 and 17 closed out, a net change of +4 holders.
  • The largest Beacon Financial Corp buyer in Q4 2019 was JP Morgan Chase, an estimated $4.71M added.
  • The largest Beacon Financial Corp seller in Q4 2019 was Vanguard Group, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2019.