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BBT

Beacon Financial Corp
BBT

171 hedge funds and large institutions have $1.2B invested in Beacon Financial Corp in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$120M)

0.68% more ownership

Funds ownership: 72.58% → 73.26% (+0.68%)

1% more funds holding

Funds holding: 170 → 171 (+1)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
53
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.71M
2
EC
EJF Capital
Virginia
+$2.83M
3
Morgan Stanley
Morgan Stanley
New York
+$2.05M
4
Canada Life
Canada Life
Manitoba, Canada
+$1.72M
5
MSL
Mackay Shields LLC
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.26M
2
Millennium Management
Millennium Management
New York
-$3.68M
3
Principal Financial Group
Principal Financial Group
Iowa
-$3.23M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.21M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$224M +$869K +27,725 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M -$5.26M -167,809 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$136M -$131K -4,164 -0.1%
State Street
4
State Street
Massachusetts
$49.9M +$356K +11,346 +0.8%
LSV Asset Management
5
LSV Asset Management
Illinois
$41.1M -$846K -27,000 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$40.4M -$333K -10,623 -0.9%
N
7
Nuveen
North Carolina
$38.2M -$76.6K -2,442 -0.2%
Invesco
8
Invesco
Georgia
$35.9M -$1.39M -44,481 -4%
ACB
9
Aristotle Capital Boston
Massachusetts
$32.2M +$1.08M +34,400 +4%
WHG
10
Westwood Holdings Group
Texas
$31.7M -$392K -12,506 -1%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.9M -$2.21M -70,603 -8%
Northern Trust
12
Northern Trust
Illinois
$27.3M -$632K -20,156 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.1M +$720K +22,951 +4%
SFM
14
Systematic Financial Management
New Jersey
$22.1M +$1.33M +42,390 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.8M +$530K +16,907 +3%
Norges Bank
16
Norges Bank
Norway
$18.4M – – –
JAM
17
Jacobs Asset Management
New York
$18.1M – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$16.6M +$858K +27,356 +6%
Prudential Financial
19
Prudential Financial
New Jersey
$13.5M +$1.11M +35,368 +9%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.8M -$3.23M -103,037 -22%
JP Morgan Chase
21
JP Morgan Chase
New York
$11.2M +$4.71M +150,107 +79%
Millennium Management
22
Millennium Management
New York
$11.1M -$3.68M -117,315 -26%
HAM
23
Hillcrest Asset Management
Texas
$11M -$379K -12,101 -3%
EC
24
EJF Capital
Virginia
$10.9M +$2.83M +90,405 +37%
FP
25
Foundry Partners
Minnesota
$9.48M +$1M +31,997 +12%
1
2 3 4 5

BBT Hedge Fund Activity: Q4 2019 in Review

171 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2019, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BBT positions and 17 closed out — a net gain of 4 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.71M. The largest seller was Vanguard Group, cutting an estimated $5.26M.

  • 171 institutional investors held Beacon Financial Corp (BBT) as of Q4 2019, up from 170 in Q3 2019.
  • Funds reported $1.2B of Beacon Financial Corp stock for Q4 2019, up 11% quarter-over-quarter.
  • 21 funds opened new Beacon Financial Corp positions in Q4 2019 and 17 closed out, a net change of +4 holders.
  • The largest Beacon Financial Corp buyer in Q4 2019 was JP Morgan Chase, an estimated $4.71M added.
  • The largest Beacon Financial Corp seller in Q4 2019 was Vanguard Group, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2019.