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BBT

Beacon Financial Corp

215 hedge funds and large institutions have $1.14B invested in Beacon Financial Corp in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $34K | Put options by funds: $9K

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

17% more capital invested

Capital invested by funds: $971M → $1.14B (+$169M)

14% more funds holding

Funds holding: 188215 (+27)

3.79% more ownership

Funds ownership: 83.86%87.65% (+3.8%)

Holders
215
Holders Change
+27
Holders Change %
+14.36%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
68
Reduced
56
Closed
11
Calls
$34K
Puts
$9K
Net Calls
+$25K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$253K
CANY
152
Caxton Associates (New York)
New York
$253K
AG
153
Algert Global
California
$237K +$240K +8,327 New
BFG
154
Bleakley Financial Group
New Jersey
$237K -$18.1K -629 -7%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$235K -$71.8K -2,490 -23%
HSA
156
HBK Sorce Advisory
Pennsylvania
$229K
JIC
157
Joel Isaacson & Co
New York
$223K
Victory Capital Management
158
Victory Capital Management
Texas
$223K -$3.98K -138 -2%
Man Group
159
Man Group
United Kingdom
$216K +$219K +7,595 New
PT
160
Plimoth Trust
Massachusetts
$204K +$207K +7,184 New
Squarepoint
161
Squarepoint
New York
$203K -$212K -7,363 -51%
DJSG
162
D.J. St. Germain
Massachusetts
$170K -$2.94K -102 -2%
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$151K -$45.1K -1,565 -23%
Federated Hermes
164
Federated Hermes
Pennsylvania
$125K
AIP
165
Ameritas Investment Partners
Nebraska
$125K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$117K -$43.2K -1,500 -27%
TRCT
167
Tower Research Capital (TRC)
New York
$107K -$41.3K -1,432 -28%
SAM
168
Shell Asset Management
Netherlands
$99K
KBC Group
169
KBC Group
Belgium
$82K +$30.3K +1,051 +58%
Osaic Holdings
170
Osaic Holdings
Arizona
$64.4K +$65.3K +2,265 New
Russell Investments Group
171
Russell Investments Group
United Kingdom
$64.4K +$62.5K +2,169 +2,259%
SCM
172
Sterling Capital Management
North Carolina
$39.1K +$35.3K +1,224 +805%
QL
173
Quarry LP
New York
$36.7K +$21.9K +759 +143%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$32.2K
Simplex Trading
175
Simplex Trading
Illinois
$32K +$32.5K +1,128 New

BBT Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2024, worth a combined $1.14B — up 17% from $971M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BBT positions and 11 closed out — a net gain of 29 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $29.8M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $18.5M sold.

  • 215 institutional investors held Beacon Financial Corp (BBT) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $1.14B of Beacon Financial Corp stock for Q4 2024, up 17% quarter-over-quarter.
  • 40 funds opened new Beacon Financial Corp positions in Q4 2024 and 11 closed out, a net change of +29 holders.
  • The largest Beacon Financial Corp buyer in Q4 2024 was Adage Capital Partners, an estimated $29.8M added.
  • The largest Beacon Financial Corp seller in Q4 2024 was Clark Capital Management Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2024.