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BBT

Beacon Financial Corp

165 hedge funds and large institutions have $1.11B invested in Beacon Financial Corp in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

493% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $315K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

25% more capital invested

Capital invested by funds: $884M → $1.11B (+$221M)

3% more funds holding

Funds holding: 160165 (+5)

1.06% more ownership

Funds ownership: 77.7%78.76% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 58

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
46
Reduced
58
Closed
20
Calls
$1.87M
Puts
$315K
Net Calls
+$1.55M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K -$2.11K -83 -3%
William Blair Investment Management
127
William Blair Investment Management
Illinois
$67K +$61.9K +2,437 New
SWA
128
Sutton Wealth Advisors
Florida
$63.9K -$11.1K -436 -16%
UFF
129
USA Financial Formulas
Michigan
$63K +$58.6K +2,309 New
EIP
130
Ellis Investment Partners
Pennsylvania
$59K -$25 -1 -0%
PH
131
Pinnacle Holdings
Oklahoma
$56.9K
Group One Trading
132
Group One Trading
Illinois
$48K +$42.4K +1,671 +2,199%
TRCT
133
Tower Research Capital (TRC)
New York
$44K -$41.9K -1,649 -51%
FPS
134
Fieldpoint Private Securities
Connecticut
$37K
VCM
135
Versant Capital Management
Arizona
$35K -$30.7K -1,208 -48%
EBA
136
Eagle Bay Advisors
New York
$34K +$29.8K +1,175 New
FC
137
FORA Capital
Florida
$26K +$23.7K +933 New
GEA
138
Glen Eagle Advisors
New Jersey
$21.1K
Osaic Holdings
139
Osaic Holdings
Arizona
$21K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$19K +$17.6K +695 New
CA
141
Centerpoint Advisors
Massachusetts
$14K
Macquarie Group
142
Macquarie Group
Australia
$12K -$1.12M -44,099 -99%
LC
143
Lindbrook Capital
California
$12K
MAM
144
Meeder Asset Management
Ohio
$10K +$51 +2 +0.5%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$9K +$4.57K +180 +124%
TWA
146
TCI Wealth Advisors
Arizona
$8K
First Manhattan
147
First Manhattan
New York
$7K -$2.29K -90 -25%
CB
148
Community Bank
New York
$7K
EI
149
Ellevest Inc
New York
$6K
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.38K +212 New

BBT Hedge Fund Activity: Q2 2021 in Review

165 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2021, worth a combined $1.11B — up 25% from $884M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BBT positions and 20 closed out — a net gain of 6 holders — while 46 added to existing stakes and 58 trimmed.

The largest buyer was Investment Counselors of Maryland, opening a new position worth an estimated $30.6M. The largest seller was Basswood Capital Management, cutting an estimated $12.9M.

  • 165 institutional investors held Beacon Financial Corp (BBT) as of Q2 2021, up from 160 in Q1 2021.
  • Funds reported $1.11B of Beacon Financial Corp stock for Q2 2021, up 25% quarter-over-quarter.
  • 26 funds opened new Beacon Financial Corp positions in Q2 2021 and 20 closed out, a net change of +6 holders.
  • The largest Beacon Financial Corp buyer in Q2 2021 was Investment Counselors of Maryland, an estimated $30.6M added.
  • The largest Beacon Financial Corp seller in Q2 2021 was Basswood Capital Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2021.