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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
GEA
151
Glen Eagle Advisors
New Jersey
$21.9K
TRCT
152
Tower Research Capital (TRC)
New York
$20K -$168K -6,052 -90%
WT
153
Whittier Trust
California
$17K +$16.2K +583 New
Macquarie Group
154
Macquarie Group
Australia
$13K
Federated Hermes
155
Federated Hermes
Pennsylvania
$13K +$665 +24 +6%
TWA
156
TCI Wealth Advisors
Arizona
$13K +$4.52K +163 +57%
LC
157
Lindbrook Capital
California
$12K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$12K +$1.05K +38 +10%
FPS
159
Fieldpoint Private Securities
Connecticut
$10K -$13.4K -485 -59%
FHA
160
First Horizon Advisors
Tennessee
$9K +$9.17K +331 New
CB
161
Community Bank
New York
$8K
EWA
162
EverSource Wealth Advisors
Alabama
$7K +$6.82K +246 New
First Manhattan
163
First Manhattan
New York
$5K
STCOSD
164
Sageworth Trust Company of South Dakota
South Dakota
$4K +$3.55K +128 New
PA
165
Parallel Advisors
California
$3K
QCG
166
Quadrant Capital Group
Ohio
$3K
TFO
167
Tarbox Family Office
California
$3K
GAM
168
Gemmer Asset Management
California
$3K +$3.08K +111 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.1K +112 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$2K +$1.64K +59 New
ST
171
Sageworth Trust
Pennsylvania
$1K -$3.74K -135 -77%
FRA
172
Front Row Advisors
California
$1K
IA
173
IFP Advisors
Florida
$1K
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$710 +$8.76K +316 +1%
ACM
175
Absolute Capital Management
Pennsylvania
$313 +$305 +11 New

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.