BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

181 hedge funds and large institutions have $934M invested in Beacon Financial Corporation in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
46
Reduced
65
Closed
27
Calls
$38K
Puts
$13K
Net Calls
+$25K
Net Calls Change
-$1.15M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$22.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$21.1M
3
Bank of America
Bank of America
North Carolina
+$5.41M
4
Millennium Management
Millennium Management
New York
+$4.54M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.85M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$32.7M
2
Goldman Sachs
Goldman Sachs
New York
-$8.73M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.6M
4
DCM
Driehaus Capital Management
Illinois
-$4M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$6.72M -$173K -6,910 -3%
Ameriprise
27
Ameriprise
Minnesota
$6.52M -$2.29M -91,315 -26%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$5.55M -$230K -9,186 -4%
SVBP
29
Strategic Value Bank Partners
Ohio
$5.43M – – –
Millennium Management
30
Millennium Management
New York
$5.35M +$4.54M +181,032 +559%
LPL Financial
31
LPL Financial
California
$5.23M -$39.2K -1,564 -0.7%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$4.36M +$3.85M +153,703 +751%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$4.22M +$670K +26,733 +19%
Renaissance Technologies
34
Renaissance Technologies
New York
$4.04M +$501K +20,000 +14%
GWI
35
Grace & White Inc
New York
$4.03M -$8.52K -340 -0.2%
BCM
36
Basswood Capital Management
New York
$3.7M – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.7M +$112K +4,473 +3%
Legal & General Group
38
Legal & General Group
United Kingdom
$3.17M -$67.5K -2,695 -2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.75M +$1.16M +46,291 +73%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$2.47M +$150K +5,990 +6%
SEI Investments
41
SEI Investments
Pennsylvania
$2.43M +$355K +14,170 +17%
CSS
42
Cubist Systematic Strategies
Connecticut
$2.35M +$2.07M +82,682 +735%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.32M -$308K -12,300 -12%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.96M -$97.6K -3,893 -5%
SDIC
45
South Dakota Investment Council
South Dakota
$1.86M +$1.86M +74,294 New
UBS AM
46
UBS AM
Illinois
$1.69M +$1.69M +67,267 New
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.58M +$138K +5,500 +10%
GCM
48
Graham Capital Management
Connecticut
$1.55M +$759K +30,277 +96%
AQR Capital Management
49
AQR Capital Management
Connecticut
$1.49M -$79.2K -3,159 -5%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$1.42M -$1.45K -58 -0.1%
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