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BBT

Beacon Financial Corp
BBT

171 hedge funds and large institutions have $1.2B invested in Beacon Financial Corp in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$120M)

0.68% more ownership

Funds ownership: 72.58% → 73.26% (+0.68%)

1% more funds holding

Funds holding: 170 → 171 (+1)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
53
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.71M
2
EC
EJF Capital
Virginia
+$2.83M
3
Morgan Stanley
Morgan Stanley
New York
+$2.05M
4
Canada Life
Canada Life
Manitoba, Canada
+$1.72M
5
MSL
Mackay Shields LLC
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.26M
2
Millennium Management
Millennium Management
New York
-$3.68M
3
Principal Financial Group
Principal Financial Group
Iowa
-$3.23M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.21M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
101
Brinker Capital
Pennsylvania
$445K -$15K -479 -3%
MERSOM
102
Municipal Employees' Retirement System of Michigan
Michigan
$441K +$8.46K +270 +2%
BFIM
103
Beese Fulmer Investment Management
Ohio
$400K – – –
RJFSA
104
Raymond James Financial Services Advisors
Florida
$374K +$357K +11,381 New
CSS
105
Cubist Systematic Strategies
Connecticut
$361K +$344K +10,978 New
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$360K +$344K +10,964 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$359K +$79.7K +2,542 +30%
DJSG
108
D.J. St. Germain
Massachusetts
$351K – – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$348K +$71.6K +2,284 +27%
GI
110
GAMCO Investors
Connecticut
$329K – – –
RHCA
111
Rosenthal Henry Capital Advisors
Indiana
$329K – – –
SW
112
SVB Wealth
Massachusetts
$328K -$212K -6,759 -40%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$319K +$15K +478 +5%
RIG
114
Renaissance Investment Group
Massachusetts
$306K – – –
SFS
115
Strategic Financial Services
New York
$301K – – –
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$293K – – –
JMPWA
117
JP Morgan Private Wealth Advisors
California
$283K +$17.6K +560 +7%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$276K +$263K +8,400 New
BTW
119
Boston Trust Walden
Massachusetts
$273K -$34.5K -1,100 -12%
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$257K -$31.4K -1,000 -11%
AB
121
Amalgamated Bank
New York
$248K +$16K +511 +7%
LCM
122
Laurion Capital Management
New York
$243K -$75.2K -2,400 -24%
ProShare Advisors
123
ProShare Advisors
Maryland
$240K +$229K +7,297 New
TRCT
124
Tower Research Capital (TRC)
New York
$235K +$224K +7,161 New
PFSC
125
Peoples Financial Services Corp
Pennsylvania
$233K – – –
3 4
5
6 7

BBT Hedge Fund Activity: Q4 2019 in Review

171 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2019, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BBT positions and 17 closed out — a net gain of 4 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.71M. The largest seller was Vanguard Group, cutting an estimated $5.26M.

  • 171 institutional investors held Beacon Financial Corp (BBT) as of Q4 2019, up from 170 in Q3 2019.
  • Funds reported $1.2B of Beacon Financial Corp stock for Q4 2019, up 11% quarter-over-quarter.
  • 21 funds opened new Beacon Financial Corp positions in Q4 2019 and 17 closed out, a net change of +4 holders.
  • The largest Beacon Financial Corp buyer in Q4 2019 was JP Morgan Chase, an estimated $4.71M added.
  • The largest Beacon Financial Corp seller in Q4 2019 was Vanguard Group, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2019.