Beacon Roofing Supply, Inc.
BECN
BECN was delisted on the 28th of April, 2025.
211 hedge funds and large institutions have $4.13B invested in Beacon Roofing Supply, Inc. in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more capital invested
Capital invested by funds: $3.41B → $4.13B (+$720M)
7% more funds holding
Funds holding: 198 → 211 (+13)
19% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 80
74% less call options, than puts
Call options by funds: $3.54M | Put options by funds: $13.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.4M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$26.8M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$23.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$23.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$34.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.6M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$13.6M |
| 4 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
|
-$13.3M |
| 5 |
ACM
Atika Capital Management
New York
|
-$9.65M |
BECN Hedge Fund Activity: Q4 2021 in Review
211 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Beacon Roofing Supply, Inc. (BECN) for Q4 2021, worth a combined $4.13B — up 21% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BECN positions and 15 closed out — a net gain of 15 holders — while 65 added to existing stakes and 80 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $48.4M. The largest seller was Iridian Asset Management, cutting an estimated $34.2M.
- 211 institutional investors held Beacon Roofing Supply, Inc. (BECN) as of Q4 2021, up from 198 in Q3 2021.
- Funds reported $4.13B of Beacon Roofing Supply, Inc. stock for Q4 2021, up 21% quarter-over-quarter.
- 30 funds opened new Beacon Roofing Supply, Inc. positions in Q4 2021 and 15 closed out, a net change of +15 holders.
- The largest Beacon Roofing Supply, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $48.4M added.
- The largest Beacon Roofing Supply, Inc. seller in Q4 2021 was Iridian Asset Management, an estimated $34.2M sold.
Based on aggregated 13F filings for Q4 2021.