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BBT

Beacon Financial Corp

178 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $588K | Put options by funds: $230K

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.04B → $1.12B (+$77.6M)

5% more funds holding

Funds holding: 169178 (+9)

2.03% more ownership

Funds ownership: 78.94%80.97% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
48
Reduced
62
Closed
17
Calls
$588K
Puts
$230K
Net Calls
+$358K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$204M -$2.08M -75,247 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M +$839K +30,266 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$78.9M -$3.31M -119,647 -4%
State Street
4
State Street
Massachusetts
$65.3M -$5.44M -196,360 -8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$52.5M +$3.19M +115,104 +7%
HAM
6
HoldCo Asset Management
Florida
$47.6M
William Blair Investment Management
7
William Blair Investment Management
Illinois
$40.4M -$3.3M -119,269 -8%
Invesco
8
Invesco
Georgia
$32.9M +$5.79M +208,895 +22%
ACB
9
Aristotle Capital Boston
Massachusetts
$32.4M -$776K -28,001 -2%
Goldman Sachs
10
Goldman Sachs
New York
$30.6M +$25.7M +929,200 +626%
CCMG
11
Clark Capital Management Group
Pennsylvania
$28.8M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.5M -$501K -18,078 -2%
SFM
13
Systematic Financial Management
New Jersey
$22.7M -$1.05M -37,968 -5%
DCM
14
Driehaus Capital Management
Illinois
$18.4M +$3.31M +119,647 +23%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17.3M -$1.83M -66,171 -10%
Northern Trust
16
Northern Trust
Illinois
$17.3M -$225K -8,105 -1%
Norges Bank
17
Norges Bank
Norway
$13.6M
Charles Schwab
18
Charles Schwab
California
$13.2M +$101K +3,640 +0.8%
N
19
Nuveen
North Carolina
$12.7M -$1.75M -63,179 -12%
Ameriprise
20
Ameriprise
Minnesota
$11.9M +$1.1M +39,749 +10%
PPA
21
Parametric Portfolio Associates
Washington
$9.99M -$628K -22,653 -6%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$9.65M +$9.4M +339,340 New
BCM
23
Bridgeway Capital Management
Texas
$9.3M -$2.88M -103,900 -24%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.22M -$2.21M -79,765 -20%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$7.52M -$513K -18,529 -7%

BBT Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2021, worth a combined $1.12B — up 7.4% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BBT positions and 17 closed out — a net gain of 11 holders — while 48 added to existing stakes and 62 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $25.7M. The largest seller was State Street, cutting an estimated $5.44M.

  • 178 institutional investors held Beacon Financial Corp (BBT) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 28 funds opened new Beacon Financial Corp positions in Q4 2021 and 17 closed out, a net change of +11 holders.
  • The largest Beacon Financial Corp buyer in Q4 2021 was Goldman Sachs, an estimated $25.7M added.
  • The largest Beacon Financial Corp seller in Q4 2021 was State Street, an estimated $5.44M sold.

Based on aggregated 13F filings for Q4 2021.