BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

175 hedge funds and large institutions have $913M invested in Beacon Financial Corporation in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 81 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
39
Reduced
81
Closed
25
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
+$300K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.3M
2
Morgan Stanley
Morgan Stanley
New York
$14M
3
Verition Fund Management
Verition Fund Management
Connecticut
$5.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$73.8M
5
First Trust Advisors
First Trust Advisors
Illinois
$2.51M

Top Sellers

1
HAM
HoldCo Asset Management
Florida
$9.88M
2
ACB
Aristotle Capital Boston
Massachusetts
$11.7M
3
Goldman Sachs
Goldman Sachs
New York
$19.2M
4
BlackRock
BlackRock
New York
$172M
5
PI
Putnam Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$6.06M -$120K -4,859 -2%
Verition Fund Management
27
Verition Fund Management
Connecticut
$5.61M +$5.61M +226,480 New
SVBP
28
Strategic Value Bank Partners
Ohio
$5.29M +$2.42M +97,763 +84%
EPCA
29
Elizabeth Park Capital Advisors
Ohio
$4.64M -$594K -24,000 -11%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$4.52M -$214K -8,645 -5%
GWI
31
Grace & White Inc
New York
$4.1M – – –
BCM
32
Basswood Capital Management
New York
$3.66M – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.57M +$81K +3,271 +2%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.41M +$43.4K +1,753 +1%
BCM
35
BHZ Capital Management
California
$3.4M -$2.06M -83,052 -38%
Legal & General Group
36
Legal & General Group
United Kingdom
$3.34M -$225K -9,070 -6%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$2.93M +$1.43M +57,918 +96%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.89M +$552K +22,272 +24%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.7M -$151K -6,100 -5%
Prudential Financial
40
Prudential Financial
New Jersey
$2.53M -$145K -5,875 -5%
First Trust Advisors
41
First Trust Advisors
Illinois
$2.51M +$2.51M +101,225 New
Renaissance Technologies
42
Renaissance Technologies
New York
$2.49M +$1.89M +76,400 +318%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$2.49M +$1.01M +40,502 +68%
SEI Investments
44
SEI Investments
Pennsylvania
$2.48M -$1.79M -72,398 -42%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.17M -$80.1K -3,234 -4%
Bank of America
46
Bank of America
North Carolina
$1.98M -$463K -18,679 -19%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.71M -$173K -6,968 -9%
UBS AM
48
UBS AM
Illinois
$1.7M -$139K -5,629 -8%
Jennison Associates
49
Jennison Associates
New York
$1.67M +$877K +35,407 +110%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$1.52M -$78.7K -3,178 -5%
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