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BBT

Beacon Financial Corp

230 hedge funds and large institutions have $1.13B invested in Beacon Financial Corp in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $8K | Put options by funds: $3K

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

89% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 215230 (+15)

5.48% more ownership

Funds ownership: 87.65%93.14% (+5.5%)

1% less capital invested

Capital invested by funds: $1.14B → $1.13B (-$13.5M)

Holders
230
Holders Change
+15
Holders Change %
+6.98%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
100
Reduced
53
Closed
17
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
76
Jackson Creek Investment Advisors
Colorado
$1.44M -$950 -34 -0.1%
GCM
77
Graham Capital Management
Connecticut
$1.44M +$553K +19,802 +56%
Macquarie Group
78
Macquarie Group
Australia
$1.43M
DB
79
Danske Bank
Denmark
$1.41M +$520K +18,610 +53%
Canada Life
80
Canada Life
Manitoba, Canada
$1.37M -$50.9K -1,821 -3%
EGM
81
Engineers Gate Manager
New York
$1.36M +$168K +5,999 +13%
Marshall Wace
82
Marshall Wace
United Kingdom
$1.31M +$1.4M +50,207 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$1.19M -$29.1M -1,041,955 -96%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$1.16M -$150K -5,386 -11%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$1.16M +$258K +9,249 +26%
JF
86
Jump Financial
Illinois
$1.16M +$373K +13,358 +43%
FL
87
Fourthstone LLC
Missouri
$1.06M -$3.2M -114,671 -74%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$1.05M
WAM
89
Wakefield Asset Management
Colorado
$1.04M +$82.4K +2,951 +8%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02M -$161K -5,765 -13%
IIM
91
INTECH Investment Management
Florida
$972K +$408K +14,598 +64%
Franklin Resources
92
Franklin Resources
California
$950K -$7.04K -252 -0.7%
JFG
93
Jefferies Financial Group
New York
$926K +$640K +22,900 +182%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$921K -$26.5K -947 -3%
NA
95
NewEdge Advisors
Louisiana
$920K +$84 +3 +0%
QT
96
Quantbot Technologies
New York
$900K +$379K +13,566 +65%
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$899K
SIM
98
SummerHaven Investment Management
Connecticut
$895K +$13.7K +489 +1%
DTL
99
Dynamic Technology Lab
Singapore
$863K +$923K +33,040 New
SAMT
100
Select Asset Management & Trust
Pennsylvania
$841K

BBT Hedge Fund Activity: Q1 2025 in Review

230 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q1 2025, worth a combined $1.13B — down 1.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BBT positions and 17 closed out — a net gain of 16 holders — while 100 added to existing stakes and 53 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $32.2M. The largest seller was AllianceBernstein, cutting an estimated $29.1M.

  • 230 institutional investors held Beacon Financial Corp (BBT) as of Q1 2025, up from 215 in Q4 2024.
  • Funds reported $1.13B of Beacon Financial Corp stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 33 funds opened new Beacon Financial Corp positions in Q1 2025 and 17 closed out, a net change of +16 holders.
  • The largest Beacon Financial Corp buyer in Q1 2025 was Fuller & Thaler Asset Management, an estimated $32.2M added.
  • The largest Beacon Financial Corp seller in Q1 2025 was AllianceBernstein, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2025.