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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$19M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.73M |
| 3 |
Goldman Sachs
New York
|
+$9.32M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.71M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$7.21M |
| 2 |
BlackRock
New York
|
-$7.08M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$6.72M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$6.27M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$4.42M |
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.