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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
SAM
176
Smartleaf Asset Management
Massachusetts
$31.4K +$23.7K +821 +282%
VCM
177
Versant Capital Management
Arizona
$30.8K +$3.57K +124 +13%
FFA
178
Farther Finance Advisors
California
$29.1K
BTI
179
Blue Trust Inc
Georgia
$24.8K +$1.15K +40 +5%
TPCW
180
TD Private Client Wealth
New York
$24.2K +$1.64K +57 +7%
Point72 Asset Management
181
Point72 Asset Management
Connecticut
$24K +$24.4K +845 New
GEA
182
Glen Eagle Advisors
New Jersey
$21.9K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$21K +$8.27K +287 +66%
WT
184
Whittier Trust
California
$20.7K
NECFA
185
New England Capital Financial Advisors
Connecticut
$17K +$115 +4 +0.7%
MAM
186
Meeder Asset Management
Ohio
$16.9K +$17.2K +595 New
PH
187
Pinnacle Holdings
Oklahoma
$15.4K
GI
188
GAMMA Investing
California
$14.2K +$2.88K +100 +25%
RS
189
R Squared
Hong Kong
$14.2K +$14.4K +500 New
GKIM
190
GW&K Investment Management
Massachusetts
$12K
LC
191
Lindbrook Capital
California
$11.2K
Mitsubishi UFJ Trust & Banking
192
Mitsubishi UFJ Trust & Banking
Japan
$10.5K
FHA
193
First Horizon Advisors
Tennessee
$10.3K +$10.5K +363 New
AAG
194
Armstrong Advisory Group
Massachusetts
$9.3K
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$9.24K
QCG
196
Quadrant Capital Group
Ohio
$8.42K
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$5.43K -$5.19K -180 -49%
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$3.75K +$1.12K +39 +42%
LFA
199
LGT Financial Advisors
Texas
$3.41K
EBA
200
Eagle Bay Advisors
New York
$3.07K

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.