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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
UB
201
UMB Bank
Missouri
$2.73K
PA
202
Parallel Advisors
California
$2.56K
EWA
203
EverSource Wealth Advisors
Alabama
$2.36K +$1.18K +41 +98%
RIL
204
Rothschild Investment LLC
Illinois
$1.99K +$288 +10 +17%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$1.85K
MG
206
Mather Group
Illinois
$1.42K
AAP
207
Arax Advisory Partners
Colorado
$1.08K +$922 +32 +533%
Bessemer Group
208
Bessemer Group
New Jersey
$1K
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$881
BSB
210
Bangor Savings Bank
Maine
$711 +$721 +25 New
Kayne Anderson Rudnick Investment Management
211
Kayne Anderson Rudnick Investment Management
California
$398
LFG
212
Larson Financial Group
Missouri
$227
HNB
213
Huntington National Bank
Ohio
$28
IA
214
IFP Advisors
Florida
$28 +$29 +1 New
CCMG
215
Clark Capital Management Group
Pennsylvania
-$18.5M -688,622 Closed
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
-$2.78M -103,112 Closed
ETC
217
Exchange Traded Concepts
Oklahoma
-$298K -11,058 Closed
Cerity Partners
218
Cerity Partners
New York
-$212K -7,885 Closed
NC
219
nVerses Capital
Florida
-$53.9K -2,000 Closed
PAS
220
Point72 Asia (Singapore)
Singapore
-$33.5K -1,244 Closed
CFM
221
Catalyst Funds Management
Australia
-$32.3K -1,200 Closed
PD
222
Point72 (DIFC)
United Arab Emirates
-$4.92K -183 Closed
CPA
223
Capital Performance Advisors
California
-$1.29K -48 Closed
RTC
224
Riverview Trust Company
Washington
-$808 -30 Closed
MFG
225
Mendota Financial Group
Wisconsin
-$162 -6 Closed

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.