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BBT

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

7% more funds holding

Funds holding: 215230 (+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)

Holders
230
Holders Change
+15
Holders Change %
+6.98%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
100
Reduced
53
Closed
17
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M +$19.6M +700,685 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M +$2.95M +105,497 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70.2M +$95.6K +3,424 +0.1%
State Street
4
State Street
Massachusetts
$60.1M +$1.24M +44,238 +2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$48.1M +$32.2M +1,151,107 +166%
Invesco
6
Invesco
Georgia
$35.4M +$1.8M +64,316 +5%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$30.7M +$3.94M +141,137 +14%
Citadel Advisors
8
Citadel Advisors
Florida
$29M +$3.99M +142,864 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$27.3M +$1.95M +69,767 +7%
SFM
10
Systematic Financial Management
New Jersey
$26M -$114K -4,073 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$19.5M +$1.73M +61,779 +9%
N
12
Nuveen
North Carolina
$18M +$659K +23,606 +4%
ECM
13
ExodusPoint Capital Management
New York
$15.2M +$1.84M +66,003 +13%
Renaissance Technologies
14
Renaissance Technologies
New York
$14.8M +$4.44M +159,100 +39%
American Century Companies
15
American Century Companies
Missouri
$14.3M -$2.17M -77,804 -12%
SVBP
16
Strategic Value Bank Partners
Ohio
$13.8M +$8.5M +304,376 +135%
Northern Trust
17
Northern Trust
Illinois
$13.2M +$75.1K +2,690 +0.5%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$13M +$1.63M +58,202 +13%
Charles Schwab
19
Charles Schwab
California
$12.6M +$1.71M +61,050 +14%
Two Sigma Investments
20
Two Sigma Investments
New York
$12.2M +$7.12M +254,947 +120%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$11.8M -$16.7M -599,336 -57%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.7M -$46K -1,646 -0.4%
Goldman Sachs
23
Goldman Sachs
New York
$11.5M -$2.08M -74,347 -14%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$11.2M +$5.45M +195,222 +83%
Bank of America
25
Bank of America
North Carolina
$9.7M +$6.7M +239,900 +182%

BBT Hedge Fund Activity: Q1 2025 in Review

230 of the 7,459 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.