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BBT

Beacon Financial Corp

215 hedge funds and large institutions have $1.14B invested in Beacon Financial Corp in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $34K | Put options by funds: $9K

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

17% more capital invested

Capital invested by funds: $971M → $1.14B (+$169M)

14% more funds holding

Funds holding: 188215 (+27)

3.79% more ownership

Funds ownership: 83.86%87.65% (+3.8%)

Holders
215
Holders Change
+27
Holders Change %
+14.36%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
68
Reduced
56
Closed
11
Calls
$34K
Puts
$9K
Net Calls
+$25K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.28M +$1.3M +44,990 New
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$1.21M +$154K +5,356 +14%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.14M -$20.7K -717 -2%
AQR Capital Management
79
AQR Capital Management
Connecticut
$1.1M +$319K +11,058 +40%
Deutsche Bank
80
Deutsche Bank
Germany
$1.07M +$344K +11,932 +47%
WAM
81
Wakefield Asset Management
Colorado
$1.04M +$1.06M +36,738 New
Franklin Resources
82
Franklin Resources
California
$1.04M -$8.27K -287 -0.8%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$1.03M +$186K +6,457 +22%
DB
84
Danske Bank
Denmark
$1.01M +$1.02M +35,422 New
GCM
85
Graham Capital Management
Connecticut
$1.01M +$1.02M +35,373 New
NA
86
NewEdge Advisors
Louisiana
$1M +$173 +6 +0%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$1M +$571K +19,796 +128%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$979K
First Trust Advisors
89
First Trust Advisors
Illinois
$978K -$33.6K -1,165 -3%
SIM
90
SummerHaven Investment Management
Connecticut
$961K
PP
91
PDT Partners
New York
$919K -$29 -1 -0%
SAMT
92
Select Asset Management & Trust
Pennsylvania
$917K
JF
93
Jump Financial
Illinois
$880K +$150K +5,206 +20%
Wells Fargo
94
Wells Fargo
California
$802K +$64.6K +2,242 +9%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$754K -$146K -5,055 -16%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$718K -$2.45M -85,102 -77%
MIM
97
MetLife Investment Management
New Jersey
$713K -$8.73K -303 -1%
Mirae Asset Global ETFs Holdings
98
Mirae Asset Global ETFs Holdings
Hong Kong
$694K +$26.1K +905 +4%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$680K -$4.15K -144 -0.6%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$658K -$202K -7,010 -23%

BBT Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2024, worth a combined $1.14B — up 17% from $971M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BBT positions and 11 closed out — a net gain of 29 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $29.8M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $18.5M sold.

  • 215 institutional investors held Beacon Financial Corp (BBT) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $1.14B of Beacon Financial Corp stock for Q4 2024, up 17% quarter-over-quarter.
  • 40 funds opened new Beacon Financial Corp positions in Q4 2024 and 11 closed out, a net change of +29 holders.
  • The largest Beacon Financial Corp buyer in Q4 2024 was Adage Capital Partners, an estimated $29.8M added.
  • The largest Beacon Financial Corp seller in Q4 2024 was Clark Capital Management Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2024.