Beacon Financial Corp
185 hedge funds and large institutions have $1.22B invested in Beacon Financial Corp in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 22 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 57
7% more capital invested
Capital invested by funds: $1.14B → $1.22B (+$74.8M)
1.86% more ownership
Funds ownership: 68.89% → 70.75% (+1.9%)
6% less funds holding
Funds holding: 196 → 185 (-11)
36% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 22
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $368K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$13.9M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$13M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$9.12M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$7.92M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.66M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$5.25M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$5.11M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$4.15M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$4.02M |
BBT Hedge Fund Activity: Q1 2018 in Review
185 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q1 2018, worth a combined $1.22B — up 6.5% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BBT and 14 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 77 added.
The largest buyer was Principal Financial Group, adding an estimated $13.9M. The largest seller was Deutsche Bank, cutting an estimated $7.66M.
- 185 institutional investors held Beacon Financial Corp (BBT) as of Q1 2018, down from 196 in Q4 2017.
- Funds reported $1.22B of Beacon Financial Corp stock for Q1 2018, up 6.5% quarter-over-quarter.
- 14 funds opened new Beacon Financial Corp positions in Q1 2018 and 22 closed out, a net change of -8 holders.
- The largest Beacon Financial Corp buyer in Q1 2018 was Principal Financial Group, an estimated $13.9M added.
- The largest Beacon Financial Corp seller in Q1 2018 was Deutsche Bank, an estimated $7.66M sold.
Based on aggregated 13F filings for Q1 2018.