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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
SIM
76
SummerHaven Investment Management
Connecticut
$862K
Victory Capital Management
77
Victory Capital Management
Texas
$849K +$103K +3,708 +14%
AIG
78
American International Group
New York
$845K -$27K -976 -3%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$816K +$151K +5,450 +23%
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$812K +$792K +28,590 New
Franklin Resources
81
Franklin Resources
California
$810K -$2.11K -76 -0.3%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$784K +$98.5K +3,555 +15%
GC
83
Guggenheim Capital
Illinois
$759K +$92.4K +3,336 +14%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$758K -$4.57K -165 -0.6%
E
85
ETFidea
New York
$735K +$716K +25,842 New
JMPWA
86
JP Morgan Private Wealth Advisors
California
$719K -$1.3K -47 -0.2%
EVM
87
Eaton Vance Management
Massachusetts
$690K +$7.87K +284 +1%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$671K
AB
89
Amalgamated Bank
New York
$655K -$13.2K -476 -2%
Stifel Financial
90
Stifel Financial
Missouri
$648K -$25.4K -917 -4%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$642K -$432K -15,610 -41%
AQR Capital Management
92
AQR Capital Management
Connecticut
$632K -$171K -6,168 -22%
SVBP
93
Strategic Value Bank Partners
Ohio
$603K +$587K +21,203 New
MSRPS
94
Maryland State Retirement & Pension System
Maryland
$547K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$546K -$72.5K -2,615 -12%
IA
96
IndexIQ Advisors
New York
$538K -$33.9K -1,222 -6%
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$536K -$43.7K -1,579 -8%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$524K +$208K +7,515 +69%
CAM
99
Cubic Asset Management
Massachusetts
$502K
QC
100
Quantedge Capital
Singapore
$500K +$488K +17,600 New

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.