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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
PT
126
Plimoth Trust
Massachusetts
$227K – – –
FA
127
FDx Advisors
Illinois
$224K -$3.92K -125 -2%
MML Investors Services
128
MML Investors Services
Massachusetts
$221K -$5.77K -184 -3%
HFM
129
Hartford Financial Management
Connecticut
$220K +$470 +15 +0.2%
Stifel Financial
130
Stifel Financial
Missouri
$218K +$209K +6,676 New
MFG
131
Magnus Financial Group
New York
$214K +$204K +6,519 New
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$207K +$198K +6,306 New
TCOV
133
Trust Company of Vermont
Vermont
$200K – – –
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$196K +$47.4K +1,513 +34%
GEA
135
Glen Eagle Advisors
New Jersey
$164K – – –
US Bancorp
136
US Bancorp
Minnesota
$149K -$498K -15,894 -78%
AIP
137
Ameritas Investment Partners
Nebraska
$134K +$7.65K +244 +6%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$118K +$4.67K +149 +4%
LS
139
Livforsakringsbolaget Skandia
Sweden
$95K – – –
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$95K – – –
PH
141
Pinnacle Holdings
Oklahoma
$85.6K -$82.7K -2,637 -50%
EIP
142
Ellis Investment Partners
Pennsylvania
$67K +$470 +15 +0.7%
MOACM
143
Mutual of America Capital Management
New York
$51K -$2.57K -82 -5%
LIA
144
LS Investment Advisors
Michigan
$40K – – –
VCM
145
Versant Capital Management
Arizona
$38K -$1.32K -42 -3%
CA
146
Centerpoint Advisors
Massachusetts
$33K – – –
TF
147
Tompkins Financial
New York
$33K – – –
FGAM
148
Financial Gravity Asset Management
Texas
$33K +$251 +8 New
QT
149
Quantbot Technologies
New York
$32K -$6.62K -211 -17%
GT
150
Glenmede Trust
Pennsylvania
$31K +$6.74K +215 +28%
4 5
6
7 8

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.