Beacon Financial Corp
154 hedge funds and large institutions have $621M invested in Beacon Financial Corp in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 38 reducing their positions, and 13 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 38
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
3% more funds holding
Funds holding: 150 → 154 (+4)
2% more capital invested
Capital invested by funds: $611M → $621M (+$9.47M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 73.96% → 73.78% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Calvert Investment Management
Bethesda,
Maryland
|
+$3.56M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.23M |
| 3 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$3.18M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$2.75M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Seawolf Capital
New York
|
-$4.85M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$4.79M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$4.41M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$4.21M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$4.16M |
BBT Hedge Fund Activity: Q2 2016 in Review
154 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2016, worth a combined $621M — up 1.5% from $611M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BBT positions and 13 closed out — a net gain of 5 holders — while 65 added to existing stakes and 38 trimmed.
The largest buyer was Calvert Investment Management, opening a new position worth an estimated $3.56M. The largest seller was Seawolf Capital, exiting entirely with an estimated $4.85M sold.
- 154 institutional investors held Beacon Financial Corp (BBT) as of Q2 2016, up from 150 in Q1 2016.
- Funds reported $621M of Beacon Financial Corp stock for Q2 2016, up 1.5% quarter-over-quarter.
- 18 funds opened new Beacon Financial Corp positions in Q2 2016 and 13 closed out, a net change of +5 holders.
- The largest Beacon Financial Corp buyer in Q2 2016 was Calvert Investment Management, an estimated $3.56M added.
- The largest Beacon Financial Corp seller in Q2 2016 was Seawolf Capital, an estimated $4.85M sold.
Based on aggregated 13F filings for Q2 2016.