BBT Institutional Ownership
Beacon Financial Corp.
1W: +10.1%
1M: +10.5%
3M: +3.0%
YTD: +17.6%
1Y: +26.7%
3Y: +76.4%
5Y: +28.1%
$30.71
-0.15 (-0.49%)
Weekly Expected Move ±4.1%
$28
$29
$30
$31
$33
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BBT
330
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
42
New Positions
103
Increased
124
Reduced
33
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (358 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12,366,226 | $380M | +184,505 | +1.5% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,212,012 | $160M | +78,080 | +1.5% | 2Q | SEC ↗ |
| 3 | MILLENNIUM MANAGEMENT LLC | 5,165,656 | $159M | +53,775 | +1.1% | 20Q | SEC ↗ |
| 4 | STATE STREET CORP | 5,129,035 | $158M | +375,049 | +7.9% | 43Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 4,955,978 | $152M | +137,456 | +2.9% | 83Q | SEC ↗ |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 3,936,942 | $121M | -833,610 | -17.5% | 14Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3,761,172 | $116M | -5,012 | -0.1% | 2Q | SEC ↗ |
| 8 | Verition Fund Management LLC | 2,403,149 | $74M | +388,127 | +19.3% | 7Q | SEC ↗ |
| 9 | HoldCo Asset Management, LP | 2,263,000 | $69M | +202,000 | +9.8% | 3Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2,160,024 | $66M | +115,664 | +5.7% | 74Q | SEC ↗ |
| 11 | MORGAN STANLEY | 1,665,977 | $51M | +329,778 | +24.7% | 60Q | SEC ↗ |
| 12 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,493,023 | $46M | -332,939 | -18.2% | 7Q | SEC ↗ |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,265,827 | $39M | +62,220 | +5.2% | 4Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 1,063,829 | $33M | +437,725 | +69.9% | 15Q | SEC ↗ |
| 15 | Nuveen, LLC | 1,060,271 | $33M | +198,888 | +23.1% | 6Q | SEC ↗ |
| 16 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,060,206 | $33M | -67,650 | -6.0% | 78Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 1,054,300 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,054,300 | $32M | -35,923 | -3.3% | 15Q | SEC ↗ |
| 19 | T. Rowe Price Investment Management, I NEW | 1,051,210 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 952,914 | $29M | -470,162 | -33.0% | 15Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 910,859 | $28M | +84,380 | +10.2% | 96Q | SEC ↗ |
| 22 | AMERICAN CENTURY COMPANIES INC | 829,367 | $25M | +28,547 | +3.6% | 15Q | SEC ↗ |
| 23 | Walleye Capital LLC NEW | 665,525 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 24 | STRATEGIC VALUE BANK PARTNERS LLC | 623,747 | $19M | — | +0.0% | 19Q | SEC ↗ |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 573,992 | $18M | +46,846 | +8.9% | 13Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 565,685 | $17M | +24,435 | +4.5% | 2Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 541,135 | $17M | +13,349 | +2.5% | 76Q | SEC ↗ |
| 28 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 475,290 | $15M | +5,510 | +1.2% | 10Q | SEC ↗ |
| 29 | TWO SIGMA INVESTMENTS, LP | 470,517 | $14M | -158,188 | -25.2% | 17Q | SEC ↗ |
| 30 | RENAISSANCE TECHNOLOGIES LLC | 431,740 | $13M | -138,700 | -24.3% | 18Q | SEC ↗ |
| 31 | PRINCIPAL FINANCIAL GROUP INC | 406,066 | $12M | -1,265 | -0.3% | 45Q | SEC ↗ |
| 32 | Invesco Ltd. | 403,560 | $12M | -40,575 | -9.1% | 77Q | SEC ↗ |
| 33 | Glendon Capital Management LP | 381,184 | $12M | — | +0.0% | 7Q | SEC ↗ |
| 34 | Empowered Funds, LLC | 377,912 | $12M | +46,846 | +14.2% | 13Q | SEC ↗ |
| 35 | BAYVIEW ASSET MANAGEMENT, LLC | 364,828 | $11M | -30,000 | -7.6% | 7Q | SEC ↗ |
| 36 | ALLIANCEBERNSTEIN L.P. | 348,478 | $11M | +114,228 | +48.8% | 63Q | SEC ↗ |
| 37 | ALGERT GLOBAL LLC | 331,312 | $10M | +130,285 | +64.8% | 2Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 329,351 | $10M | -18,039 | -5.2% | 69Q | SEC ↗ |
| 39 | Brevan Howard Capital Management LP | 312,492 | $10M | +212,492 | +212.5% | 2Q | SEC ↗ |
| 40 | ROYCE & ASSOCIATES LP | 303,556 | $9M | -14,035 | -4.4% | 4Q | SEC ↗ |
| 41 | Public Sector Pension Investment Board | 288,005 | $9M | -11,854 | -4.0% | 33Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 286,141 | $9M | +126,907 | +79.7% | 10Q | SEC ↗ |
| 43 | UBS Group AG | 276,826 | $9M | -146,856 | -34.7% | 47Q | SEC ↗ |
| 44 | SummitTX Capital, L.P. | 272,767 | $8M | +227,236 | +499.1% | 3Q | SEC ↗ |
| 45 | Trexquant Investment LP NEW | 271,575 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Ategra Capital Management, LLC | 265,743 | $8M | -245,545 | -48.0% | 6Q | SEC ↗ |
| 47 | AQR CAPITAL MANAGEMENT LLC | 237,950 | $7M | -14,335 | -5.7% | 20Q | SEC ↗ |
| 48 | MALTESE CAPITAL MANAGEMENT LLC | 234,900 | $7M | -25,100 | -9.7% | 7Q | SEC ↗ |
| 49 | MENDON CAPITAL ADVISORS CORP | 228,394 | $7M | +28,663 | +14.4% | 5Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 215,603 | $7M | -23,912 | -10.0% | 78Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,054,300 | $32M |
| T. Rowe Price Investment Management | 1,051,210 | $32M |
| Walleye Capital LLC | 665,525 | $20M |
| Trexquant Investment LP | 271,575 | $8M |
| Brookstone Capital Management | 100,119 | $3M |
| SEGALL BRYANT & HAMILL, LLC | 71,225 | $2M |
| Aquatic Capital Management LLC | 56,934 | $2M |
| CAPITAL FUND MANAGEMENT S.A. | 49,433 | $2M |
| Qube Research & Technologies Ltd | 43,234 | $1M |
| Jupiter Topco LLC | 36,282 | $1M |
| NORDEA INVESTMENT MANAGEMENT AB | 30,809 | $946K |
| INCEPTIONR LLC | 30,775 | $945K |
| Jain Global LLC | 26,222 | $805K |
| ALLSTATE CORP | 21,981 | $675K |
| Quadrature Capital Ltd | 21,617 | $664K |
| Tidal Investments LLC | 18,301 | $562K |
| Handelsbanken Fonder AB | 18,200 | $559K |
| Campbell & CO Investment Adviser LL | 16,625 | $511K |
| Curated Wealth Partners LLC | 15,000 | $461K |
| Entropy Technologies, LP | 10,605 | $326K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Azora Capital LP | 3,137,941 | $96M |
| Nearwater Capital Markets, Ltd | 329,500 | $10M |
| THOMPSON SIEGEL & WALMSLEY LLC | 181,363 | $6M |
| Interval Partners, LP | 165,640 | $5M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 152,280 | $5M |
| Ruffer LLP | 130,048 | $4M |
| DARK FOREST CAPITAL MANAGEMENT LP | 110,760 | $3M |
| Artemis Investment Management LLP | 78,213 | $2M |
| Connor, Clark & Lunn Investment Man | 57,848 | $2M |
| Edgestream Partners, L.P. | 57,052 | $2M |
| Quantbot Technologies LP | 50,710 | $2M |
| North Reef Capital Management LP | 50,344 | $2M |
| WINTON GROUP Ltd | 48,566 | $1M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 43,365 | $1M |
| KENNEDY CAPITAL MANAGEMENT LLC | 36,059 | $1M |
| D. E. Shaw & Co., Inc. | 34,875 | $1M |
| Y-Intercept (Hong Kong) Ltd | 29,461 | $905K |
| Squarepoint Ops LLC | 27,881 | $856K |
| Horizon Investments, LLC | 27,358 | $840K |
| HSBC HOLDINGS PLC | 26,219 | $805K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +437,725 | +69.9% | 1,063,829 |
| Verition Fund Management LLC | +388,127 | +19.3% | 2,403,149 |
| STATE STREET CORP | +375,049 | +7.9% | 5,129,035 |
| MORGAN STANLEY | +329,778 | +24.7% | 1,665,977 |
| SummitTX Capital, L.P. | +227,236 | +499.1% | 272,767 |
| Brevan Howard Capital Management LP | +212,492 | +212.5% | 312,492 |
| HoldCo Asset Management, LP | +202,000 | +9.8% | 2,263,000 |
| Nuveen, LLC | +198,888 | +23.1% | 1,060,271 |
| BlackRock, Inc. | +184,505 | +1.5% | 12,366,226 |
| DIMENSIONAL FUND ADVISORS LP | +137,456 | +2.9% | 4,955,978 |
| ALGERT GLOBAL LLC | +130,285 | +64.8% | 331,312 |
| CITADEL ADVISORS LLC | +126,907 | +79.7% | 286,141 |
| GEODE CAPITAL MANAGEMENT, LLC | +115,664 | +5.7% | 2,160,024 |
| ALLIANCEBERNSTEIN L.P. | +114,228 | +48.8% | 348,478 |
| NORTHERN TRUST CORP | +84,380 | +10.2% | 910,859 |
| Thrivent Financial for Lutherans | +78,244 | +99.0% | 157,318 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +78,080 | +1.5% | 5,212,012 |
| MARSHALL WACE, LLP | +76,480 | +520.3% | 91,180 |
| BOOTHBAY FUND MANAGEMENT, LLC | +67,739 | +105.1% | 132,189 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +62,220 | +5.2% | 1,265,827 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, I | -833,610 | -17.5% | 3,936,942 |
| GOLDMAN SACHS GROUP INC | -470,162 | -33.0% | 952,914 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -332,939 | -18.2% | 1,493,023 |
| Ategra Capital Management, LLC | -245,545 | -48.0% | 265,743 |
| LPL Financial LLC | -201,033 | -92.8% | 15,578 |
| TWO SIGMA INVESTMENTS, LP | -158,188 | -25.2% | 470,517 |
| UBS Group AG | -146,856 | -34.7% | 276,826 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -140,523 | -91.0% | 13,842 |
| RENAISSANCE TECHNOLOGIES LLC | -138,700 | -24.3% | 431,740 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | -67,650 | -6.0% | 1,060,206 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -64,684 | -85.2% | 11,218 |
| ExodusPoint Capital Management, LP | -47,686 | -19.5% | 196,679 |
| Invesco Ltd. | -40,575 | -9.1% | 403,560 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -35,923 | -3.3% | 1,054,300 |
| SEI INVESTMENTS CO | -30,717 | -48.3% | 32,906 |
| BAYVIEW ASSET MANAGEMENT, LLC | -30,000 | -7.6% | 364,828 |
| MALTESE CAPITAL MANAGEMENT LLC | -25,100 | -9.7% | 234,900 |
| RHUMBLINE ADVISERS | -23,912 | -10.0% | 215,603 |
| IEQ CAPITAL, LLC | -22,714 | -60.3% | 14,977 |
| Creative Planning | -20,808 | -73.7% | 7,416 |