Beacon Roofing Supply, Inc.
BECN
BECN was delisted on the 28th of April, 2025.
199 hedge funds and large institutions have $2.81B invested in Beacon Roofing Supply, Inc. in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 25 closing their positions.
92% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 25
71% more call options, than puts
Call options by funds: $18.8M | Put options by funds: $11M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more capital invested
Capital invested by funds: $2.17B → $2.81B (+$639M)
13% more funds holding
Funds holding: 176 → 199 (+23)
5% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lomas Capital Management
New York
|
+$24.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$19M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.61M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.47M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$9.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$77.9M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$16.3M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$15.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.5M |
| 5 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$7.86M |
BECN Hedge Fund Activity: Q4 2020 in Review
199 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Beacon Roofing Supply, Inc. (BECN) for Q4 2020, worth a combined $2.81B — up 29% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BECN positions and 25 closed out — a net gain of 23 holders — while 58 added to existing stakes and 61 trimmed.
The largest buyer was Lomas Capital Management, opening a new position worth an estimated $24.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $77.9M sold.
- 199 institutional investors held Beacon Roofing Supply, Inc. (BECN) as of Q4 2020, up from 176 in Q3 2020.
- Funds reported $2.81B of Beacon Roofing Supply, Inc. stock for Q4 2020, up 29% quarter-over-quarter.
- 48 funds opened new Beacon Roofing Supply, Inc. positions in Q4 2020 and 25 closed out, a net change of +23 holders.
- The largest Beacon Roofing Supply, Inc. buyer in Q4 2020 was Lomas Capital Management, an estimated $24.1M added.
- The largest Beacon Roofing Supply, Inc. seller in Q4 2020 was Adage Capital Partners, an estimated $77.9M sold.
Based on aggregated 13F filings for Q4 2020.