Beacon Financial Corp
169 hedge funds and large institutions have $1.04B invested in Beacon Financial Corp in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 20 closing their positions.
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
2% more funds holding
Funds holding: 165 → 169 (+4)
0.18% more ownership
Funds ownership: 78.76% → 78.94% (+0.18%)
6% less capital invested
Capital invested by funds: $1.11B → $1.04B (-$62.9M)
27% less call options, than puts
Call options by funds: $895K | Put options by funds: $1.22M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
50% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$40.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$38.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$4.39M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.37M |
| 5 |
HF
HRT Financial
New York
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$24.9M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$20M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.5M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$9.76M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$9.36M |
BBT Hedge Fund Activity: Q3 2021 in Review
169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2021, worth a combined $1.04B — down 5.7% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new BBT positions and 20 closed out — a net gain of 8 holders — while 36 added to existing stakes and 72 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $40.7M. The largest seller was FJ Capital Management, exiting entirely with an estimated $24.9M sold.
- 169 institutional investors held Beacon Financial Corp (BBT) as of Q3 2021, up from 165 in Q2 2021.
- Funds reported $1.04B of Beacon Financial Corp stock for Q3 2021, down 5.7% quarter-over-quarter.
- 28 funds opened new Beacon Financial Corp positions in Q3 2021 and 20 closed out, a net change of +8 holders.
- The largest Beacon Financial Corp buyer in Q3 2021 was William Blair Investment Management, an estimated $40.7M added.
- The largest Beacon Financial Corp seller in Q3 2021 was FJ Capital Management, an estimated $24.9M sold.
Based on aggregated 13F filings for Q3 2021.