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BBT

Beacon Financial Corp

188 hedge funds and large institutions have $971M invested in Beacon Financial Corp in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more call options, than puts

Call options by funds: $27K | Put options by funds: $5K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $824M → $971M (+$147M)

6% more funds holding

Funds holding: 178188 (+10)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.35% more ownership

Funds ownership: 83.52%83.86% (+0.35%)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
62
Reduced
61
Closed
14
Calls
$27K
Puts
$5K
Net Calls
+$22K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M +$1.62M +62,132 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M +$2.56M +98,068 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72.1M +$1.12M +43,031 +2%
State Street
4
State Street
Massachusetts
$57.5M +$478K +18,307 +0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$44.8M +$7.68M +293,784 +21%
AllianceBernstein
6
AllianceBernstein
Tennessee
$32M -$2.94M -112,615 -9%
Invesco
7
Invesco
Georgia
$28.8M +$570K +21,818 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$26.4M +$43.5K +1,664 +0.2%
SFM
9
Systematic Financial Management
New Jersey
$25.7M +$2.99M +114,433 +14%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$18.7M -$21.6K -825 -0.1%
CCMG
11
Clark Capital Management Group
Pennsylvania
$18.5M -$25M -955,432 -58%
Morgan Stanley
12
Morgan Stanley
New York
$17.8M -$593K -22,693 -3%
N
13
Nuveen
North Carolina
$17.7M +$7.07M +270,666 +70%
American Century Companies
14
American Century Companies
Missouri
$16.8M -$27.8K -1,062 -0.2%
Northern Trust
15
Northern Trust
Illinois
$14.9M +$313K +11,990 +2%
Goldman Sachs
16
Goldman Sachs
New York
$14.7M +$8.54M +326,740 +149%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.5M -$1.08M -41,359 -8%
LSV Asset Management
18
LSV Asset Management
Illinois
$11.5M -$5.7M -218,103 -34%
Renaissance Technologies
19
Renaissance Technologies
New York
$11.4M +$2.61K +100 +0%
ACB
20
Aristotle Capital Boston
Massachusetts
$11.1M +$93.8K +3,590 +0.9%
Charles Schwab
21
Charles Schwab
California
$11M -$115K -4,416 -1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$9.2M +$6.29M +240,864 +239%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$9.17M +$1.97M +75,476 +28%
Millennium Management
24
Millennium Management
New York
$8.07M +$3.03M +115,998 +63%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$6.93M -$638K -24,400 -9%

BBT Hedge Fund Activity: Q3 2024 in Review

188 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2024, worth a combined $971M — up 18% from $824M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BBT positions and 14 closed out — a net gain of 10 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $8.54M. The largest seller was Clark Capital Management Group, cutting an estimated $25M.

  • 188 institutional investors held Beacon Financial Corp (BBT) as of Q3 2024, up from 178 in Q2 2024.
  • Funds reported $971M of Beacon Financial Corp stock for Q3 2024, up 18% quarter-over-quarter.
  • 24 funds opened new Beacon Financial Corp positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Beacon Financial Corp buyer in Q3 2024 was Goldman Sachs, an estimated $8.54M added.
  • The largest Beacon Financial Corp seller in Q3 2024 was Clark Capital Management Group, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2024.