Beacon Roofing Supply, Inc.
BECN
BECN was delisted on the 28th of April, 2025.
194 hedge funds and large institutions have $2.76B invested in Beacon Roofing Supply, Inc. in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 39 closing their positions.
56% more call options, than puts
Call options by funds: $2.73M | Put options by funds: $1.75M
10% more capital invested
Capital invested by funds: $2.51B → $2.76B (+$246M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
7% less funds holding
Funds holding: 209 → 194 (-15)
10% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 70
28% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CDR
Clayton Dubilier & Rice
New York
|
+$168M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$17.2M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$16.9M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$12.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$89.6M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$40.5M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$38.2M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$33.2M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
-$22.5M |
BECN Hedge Fund Activity: Q2 2019 in Review
194 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Beacon Roofing Supply, Inc. (BECN) for Q2 2019, worth a combined $2.76B — up 9.8% from $2.51B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of BECN and 28 opened new positions — a net loss of 11 holders — while 70 trimmed existing stakes and 63 added.
The largest buyer was Clayton Dubilier & Rice, adding an estimated $168M. The largest seller was Credit Suisse, cutting an estimated $89.6M.
- 194 institutional investors held Beacon Roofing Supply, Inc. (BECN) as of Q2 2019, down from 209 in Q1 2019.
- Funds reported $2.76B of Beacon Roofing Supply, Inc. stock for Q2 2019, up 9.8% quarter-over-quarter.
- 28 funds opened new Beacon Roofing Supply, Inc. positions in Q2 2019 and 39 closed out, a net change of -11 holders.
- The largest Beacon Roofing Supply, Inc. buyer in Q2 2019 was Clayton Dubilier & Rice, an estimated $168M added.
- The largest Beacon Roofing Supply, Inc. seller in Q2 2019 was Credit Suisse, an estimated $89.6M sold.
Based on aggregated 13F filings for Q2 2019.