Beacon Financial Corp
123 hedge funds and large institutions have $485M invested in Beacon Financial Corp in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
27% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 37
10% more capital invested
Capital invested by funds: $441M → $485M (+$43.6M)
5% more funds holding
Funds holding: 117 → 123 (+6)
0.84% more ownership
Funds ownership: 73.19% → 74.03% (+0.84%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$7.42M |
| 2 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$2.58M |
| 3 |
FIM
Foresters Investment Management
New York
|
+$1.48M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$1.38M |
| 5 |
JAM
Jacobs Asset Management
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$4.49M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$3.74M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$2.43M |
| 4 |
RA
Royce & Associates
New York
|
-$1.95M |
| 5 |
AC
Amici Capital
New York
|
-$1.17M |
BBT Hedge Fund Activity: Q4 2013 in Review
123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2013, worth a combined $485M — up 9.9% from $441M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BBT positions and 11 closed out — a net gain of 6 holders — while 47 added to existing stakes and 37 trimmed.
The largest buyer was Bryn Mawr Capital Management Inc, adding an estimated $7.42M. The largest seller was Investment Counselors of Maryland, cutting an estimated $4.49M.
- 123 institutional investors held Beacon Financial Corp (BBT) as of Q4 2013, up from 117 in Q3 2013.
- Funds reported $485M of Beacon Financial Corp stock for Q4 2013, up 9.9% quarter-over-quarter.
- 17 funds opened new Beacon Financial Corp positions in Q4 2013 and 11 closed out, a net change of +6 holders.
- The largest Beacon Financial Corp buyer in Q4 2013 was Bryn Mawr Capital Management Inc, an estimated $7.42M added.
- The largest Beacon Financial Corp seller in Q4 2013 was Investment Counselors of Maryland, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2013.