Beacon Financial Corp
230 hedge funds and large institutions have $1.13B invested in Beacon Financial Corp in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 53 reducing their positions, and 17 closing their positions.
167% more call options, than puts
Call options by funds: $8K | Put options by funds: $3K
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
89% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 53
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 215 → 230 (+15)
5.48% more ownership
Funds ownership: 87.65% → 93.14% (+5.5%)
1% less capital invested
Capital invested by funds: $1.14B → $1.13B (-$13.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$32.2M |
| 2 |
BlackRock
New York
|
+$19.6M |
| 3 |
SVBP
Strategic Value Bank Partners
Cleveland,
Ohio
|
+$8.5M |
| 4 |
Two Sigma Investments
New York
|
+$7.12M |
| 5 |
MCM
Maltese Capital Management
New York
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$29.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.7M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$5.08M |
| 4 |
Millennium Management
New York
|
-$4.93M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$4.39M |
BBT Hedge Fund Activity: Q1 2025 in Review
230 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q1 2025, worth a combined $1.13B — down 1.2% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BBT positions and 17 closed out — a net gain of 16 holders — while 100 added to existing stakes and 53 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $32.2M. The largest seller was AllianceBernstein, cutting an estimated $29.1M.
- 230 institutional investors held Beacon Financial Corp (BBT) as of Q1 2025, up from 215 in Q4 2024.
- Funds reported $1.13B of Beacon Financial Corp stock for Q1 2025, down 1.2% quarter-over-quarter.
- 33 funds opened new Beacon Financial Corp positions in Q1 2025 and 17 closed out, a net change of +16 holders.
- The largest Beacon Financial Corp buyer in Q1 2025 was Fuller & Thaler Asset Management, an estimated $32.2M added.
- The largest Beacon Financial Corp seller in Q1 2025 was AllianceBernstein, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2025.