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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
BlackRock
1
BlackRock
New York
$176M -$3.55M -123,017 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M +$328K +11,365 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$76.4M +$305K +10,579 +0.4%
State Street
4
State Street
Massachusetts
$64.2M +$4.01M +138,991 +7%
Invesco
5
Invesco
Georgia
$36.7M +$6.4M +222,162 +21%
AllianceBernstein
6
AllianceBernstein
Tennessee
$30.9M -$2.87M -99,477 -8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$29.9M -$17.6M -611,988 -37%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$29.4M +$29.8M +1,034,483 New
SFM
9
Systematic Financial Management
New Jersey
$28.4M +$1.36M +47,234 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.7M -$111K -3,856 -0.4%
Citadel Advisors
11
Citadel Advisors
Florida
$27.5M +$27.7M +960,885 +13,614%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$19.7M -$34.4K -1,195 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$19.5M +$685K +23,776 +4%
N
14
Nuveen
North Carolina
$18.9M +$218K +7,564 +1%
American Century Companies
15
American Century Companies
Missouri
$17.8M +$77.7K +2,694 +0.4%
Millennium Management
16
Millennium Management
New York
$15.3M +$6.85M +237,607 +79%
ECM
17
ExodusPoint Capital Management
New York
$14.7M +$12.8M +445,228 +624%
Goldman Sachs
18
Goldman Sachs
New York
$14.6M -$901K -31,242 -6%
Northern Trust
19
Northern Trust
Illinois
$14.3M -$1.41M -48,768 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.8M -$437K -15,175 -3%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$12.5M +$2.87M +99,538 +29%
Charles Schwab
22
Charles Schwab
California
$12M +$443K +15,383 +4%
Renaissance Technologies
23
Renaissance Technologies
New York
$11.6M -$473K -16,400 -4%
ACB
24
Aristotle Capital Boston
Massachusetts
$10.7M -$1.08M -37,392 -9%
LSV Asset Management
25
LSV Asset Management
Illinois
$10.5M -$1.69M -58,700 -14%

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.