BECN
Beacon Roofing Supply, Inc. · Industrials · Construction
Señales de momentum (gestores comparables):
amplitud de titulares +6.2% ·
flujo de acciones +10.7% ·
nuevas posiciones netas +5.9%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.49M | n/a | $150.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.44M | -1.6% | $146.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Fisher Asset Management ✦ | 1.01M | +2.0% | $103.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 931.02K | +154.6% | $94.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Marshall Wace ✦ | 289.87K | +10326.8% | $29.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 270.77K | -12.8% | $27.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Harris Associates (Oakmark) ✦ | 211.90K | Nuevo | $21.52M | 0.0% | New | 1 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 110.11K | Nuevo | $11.19M | 0.0% | New | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 68.76K | -69.3% | $6.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 63.11K | +7.2% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | D. E. Shaw & Co. ✦ | 50.37K | -71.8% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 36.14K | -74.6% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 21.82K | -20.8% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Point72 Asset Management ✦ | 21.77K | Nuevo | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 15 | GAMCO Investors ✦ | 16.59K | -1.9% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 12.16K | -87.7% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 2.48K | -0.7% | $252,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Harris Associates (Oakmark) | $21.52M | 0.0% |
| Adage Capital Partners | $11.19M | 0.0% |
| Point72 Asset Management | $2.21M | 0.0% |
Posición cerrada
| Soros Fund Management | $6.75M | era 0.2% |
| Bridgewater Associates | $1.18M | era 0.0% |
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.