Beacon Roofing Supply, Inc.
BECN
BECN was delisted on the 28th of April, 2025.
231 hedge funds and large institutions have $3.9B invested in Beacon Roofing Supply, Inc. in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 80 reducing their positions, and 29 closing their positions.
46% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $7.58M
19% more capital invested
Capital invested by funds: $3.28B → $3.9B (+$628M)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less funds holding
Funds holding: 232 → 231 (-1)
4% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$37.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$18.6M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$10.1M |
| 5 |
CDR
Clayton Dubilier & Rice
New York
|
+$6.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$29M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$14.4M |
| 3 |
Millennium Management
New York
|
-$12M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$9.67M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IP
251
Isthmus Partners
Madison,
Wisconsin
| – | -$337K | -6,387 | Closed |
|
|
CC
252
Cipher Capital
New York
| – | -$207K | -3,915 | Closed |
|
253
Balyasny Asset Management
Chicago,
Illinois
| – | -$155K | -2,935 | Closed |
|
254
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$24K | -457 | Closed |
|
|
SWM
255
Spire Wealth Management
Mclean,
Virginia
| – | -$20K | -386 | Closed |
|
|
QL
256
Quarry LP
New York
| – | -$16.4K | -311 | Closed |
|
257
Rockefeller Capital Management
New York
| – | -$10K | -207 | Closed |
|
|
IGWM
258
ICA Group Wealth Management
Denver,
Colorado
| – | -$5.28K | -100 | Closed |
|
|
FGAM
259
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$517 | -53 | Closed |
|
|
NA
260
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.43K | -27 | Closed |
|
BECN Hedge Fund Activity: Q1 2023 in Review
231 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Beacon Roofing Supply, Inc. (BECN) for Q1 2023, worth a combined $3.9B — up 19% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BECN positions and 29 closed out — a net gain of 2 holders — while 77 added to existing stakes and 80 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $37.3M. The largest seller was Fidelity Investments, cutting an estimated $29M.
- 231 institutional investors held Beacon Roofing Supply, Inc. (BECN) as of Q1 2023, down from 232 in Q4 2022.
- Funds reported $3.9B of Beacon Roofing Supply, Inc. stock for Q1 2023, up 19% quarter-over-quarter.
- 31 funds opened new Beacon Roofing Supply, Inc. positions in Q1 2023 and 29 closed out, a net change of +2 holders.
- The largest Beacon Roofing Supply, Inc. buyer in Q1 2023 was JP Morgan Chase, an estimated $37.3M added.
- The largest Beacon Roofing Supply, Inc. seller in Q1 2023 was Fidelity Investments, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2023.