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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
MAM
151
Meeder Asset Management
Ohio
$30K – – –
APWM
152
Atlas Private Wealth Management
New York
$20K +$18.8K +600 New
AG
153
Advisor Group
Arizona
$19K -$3.7K -118 -17%
RIA
154
Realta Investment Advisors
Delaware
$18K +$125 +4 +0.7%
SWA
155
Sutton Wealth Advisors
Florida
$17.9K +$5.3K +169 +45%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$16K -$1.03K -33 -6%
First Manhattan
157
First Manhattan
New York
$14K – – –
CB
158
Community Bank
New York
$9K – – –
HNB
159
Huntington National Bank
Ohio
$8K -$3.39K -108 -30%
FHA
160
Flagship Harbor Advisors
Massachusetts
$8K – – –
PA
161
Parallel Advisors
California
$8K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
HR
163
Howe & Rusling
New York
$4K – – –
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$4K – – –
AIM
165
Aigen Investment Management
New York
$4K +$3.73K +119 New
LWA
166
Lenox Wealth Advisors
New York
$3K – – –
TWA
167
TCI Wealth Advisors
Arizona
$3K – – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$2K – – –
HGWM
169
Harvest Group Wealth Management
Massachusetts
$2K +$2.6K +83 New
FRA
170
Front Row Advisors
California
$1K – – –
S
171
SignatureFD
Georgia
$1K – – –
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
– -$1.77M -60,379 Closed
Assenagon Asset Management
173
Assenagon Asset Management
Luxembourg
– -$1.08M -36,805 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$772K -26,347 Closed
ECM
175
ExodusPoint Capital Management
New York
– -$752K -25,684 Closed
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.