Beacon Financial Corp
191 hedge funds and large institutions have $1B invested in Beacon Financial Corp in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 11 closing their positions.
52,150% more call options, than puts
Call options by funds: $1.04M | Put options by funds: $2K
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
10% more capital invested
Capital invested by funds: $913M → $1B (+$91.6M)
9% more funds holding
Funds holding: 175 → 191 (+16)
2.67% more ownership
Funds ownership: 77.94% → 80.62% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
32% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.57M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.75M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.17M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$8.39M |
| 2 |
BlackRock
New York
|
-$6.39M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
-$6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.8M |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$3.32M |
BBT Hedge Fund Activity: Q3 2022 in Review
191 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2022, worth a combined $1B — up 10% from $913M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new BBT positions and 11 closed out — a net gain of 17 holders — while 52 added to existing stakes and 76 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $15.1M. The largest seller was Bridgeway Capital Management, cutting an estimated $8.39M.
- 191 institutional investors held Beacon Financial Corp (BBT) as of Q3 2022, up from 175 in Q2 2022.
- Funds reported $1B of Beacon Financial Corp stock for Q3 2022, up 10% quarter-over-quarter.
- 28 funds opened new Beacon Financial Corp positions in Q3 2022 and 11 closed out, a net change of +17 holders.
- The largest Beacon Financial Corp buyer in Q3 2022 was Wellington Management Group, an estimated $15.1M added.
- The largest Beacon Financial Corp seller in Q3 2022 was Bridgeway Capital Management, an estimated $8.39M sold.
Based on aggregated 13F filings for Q3 2022.