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BBT

Beacon Financial Corp

178 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $588K | Put options by funds: $230K

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.04B → $1.12B (+$77.6M)

5% more funds holding

Funds holding: 169178 (+9)

2.03% more ownership

Funds ownership: 78.94%80.97% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
48
Reduced
62
Closed
17
Calls
$588K
Puts
$230K
Net Calls
+$358K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
PT
126
Plimoth Trust
Massachusetts
$264K -$41.6K -1,500 -14%
LPL Financial
127
LPL Financial
California
$259K +$554 +20 +0.2%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$253K
SFS
129
Strategic Financial Services
New York
$232K
HSA
130
HBK Sorce Advisory
Pennsylvania
$229K
BCI
131
Brinker Capital Investments
Pennsylvania
$221K -$1.44K -52 -0.7%
CSS
132
Cubist Systematic Strategies
Connecticut
$215K -$346K -12,503 -62%
JSW
133
Journey Strategic Wealth
New Jersey
$210K +$205K +7,391 New
PAG
134
Private Advisor Group
New Jersey
$205K -$99.6K -3,594 -33%
American Century Companies
135
American Century Companies
Missouri
$205K +$200K +7,216 New
MOACM
136
Mutual of America Capital Management
New York
$189K +$3.44K +124 +2%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$185K
US Bancorp
138
US Bancorp
Minnesota
$146K -$5.01K -181 -3%
TCOV
139
Trust Company of Vermont
Vermont
$128K +$125K +4,510 New
AIP
140
Ameritas Investment Partners
Nebraska
$106K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$103K -$194 -7 -0.2%
SWA
142
Sutton Wealth Advisors
Florida
$66.4K +$388 +14 +0.6%
EIP
143
Ellis Investment Partners
Pennsylvania
$62K +$249 +9 +0.4%
PH
144
Pinnacle Holdings
Oklahoma
$59K
Osaic Holdings
145
Osaic Holdings
Arizona
$49K +$4.79K +173 +11%
Barrow, Hanley, Mewhinney & Strauss
146
Barrow, Hanley, Mewhinney & Strauss
Texas
$44K +$22.5K +811 +112%
VCM
147
Versant Capital Management
Arizona
$36K
EBA
148
Eagle Bay Advisors
New York
$36K +$1.5K +54 +4%
UB
149
UMB Bank
Missouri
$30K +$29.2K +1,053 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$24K +$3.27K +118 +16%

BBT Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2021, worth a combined $1.12B — up 7.4% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BBT positions and 17 closed out — a net gain of 11 holders — while 48 added to existing stakes and 62 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $25.7M. The largest seller was State Street, cutting an estimated $5.44M.

  • 178 institutional investors held Beacon Financial Corp (BBT) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 28 funds opened new Beacon Financial Corp positions in Q4 2021 and 17 closed out, a net change of +11 holders.
  • The largest Beacon Financial Corp buyer in Q4 2021 was Goldman Sachs, an estimated $25.7M added.
  • The largest Beacon Financial Corp seller in Q4 2021 was State Street, an estimated $5.44M sold.

Based on aggregated 13F filings for Q4 2021.