Beacon Financial Corp
175 hedge funds and large institutions have $913M invested in Beacon Financial Corp in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 81 reducing their positions, and 25 closing their positions.
0% more call options, than puts
Call options by funds: $2K | Put options by funds: $2K
1.89% less ownership
Funds ownership: 79.83% → 77.94% (-1.9%)
4% less funds holding
Funds holding: 183 → 175 (-8)
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
18% less capital invested
Capital invested by funds: $1.12B → $913M (-$206M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
52% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$12.8M |
| 2 |
Morgan Stanley
New York
|
+$9.56M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$5.87M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.12M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAM
HoldCo Asset Management
Fort Lauderdale,
Florida
|
-$33M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$11.7M |
| 3 |
Goldman Sachs
New York
|
-$5.62M |
| 4 |
BlackRock
New York
|
-$4.55M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.14M |
BBT Hedge Fund Activity: Q2 2022 in Review
175 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2022, worth a combined $913M — down 18% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of BBT and 21 opened new positions — a net loss of 4 holders — while 81 trimmed existing stakes and 39 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $12.8M. The largest seller was HoldCo Asset Management, cutting an estimated $33M.
- 175 institutional investors held Beacon Financial Corp (BBT) as of Q2 2022, down from 183 in Q1 2022.
- Funds reported $913M of Beacon Financial Corp stock for Q2 2022, down 18% quarter-over-quarter.
- 21 funds opened new Beacon Financial Corp positions in Q2 2022 and 25 closed out, a net change of -4 holders.
- The largest Beacon Financial Corp buyer in Q2 2022 was Thrivent Financial for Lutherans, an estimated $12.8M added.
- The largest Beacon Financial Corp seller in Q2 2022 was HoldCo Asset Management, an estimated $33M sold.
Based on aggregated 13F filings for Q2 2022.