BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

171 hedge funds and large institutions have $759M invested in Beacon Financial Corporation in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
59
Closed
30
Calls
$118K
Puts
$52K
Net Calls
+$66K
Net Calls Change
+$41K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$4.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$3.47M
3
BCM
Bridgeway Capital Management
Texas
+$2.47M
4
EF
Empowered Funds
Pennsylvania
+$1.95M
5
State Street
State Street
Massachusetts
+$1.49M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$12.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.49M
4
Millennium Management
Millennium Management
New York
-$3.41M
5
Bank of America
Bank of America
North Carolina
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$4.29M -$36.1K -1,743 -0.8%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$4.16M +$672K +32,432 +19%
Renaissance Technologies
28
Renaissance Technologies
New York
$4.12M +$779K +37,600 +23%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$3.92M -$672K -32,408 -15%
Bank of America
30
Bank of America
North Carolina
$3.46M -$2.48M -119,647 -42%
GWI
31
Grace & White Inc
New York
$3.32M -$12.4K -600 -0.4%
BCM
32
Basswood Capital Management
New York
$3.06M – – –
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$3.03M -$578K -27,897 -16%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.88M -$183K -8,820 -6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.56M +$33.3K +1,607 +1%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.55M -$67.3K -3,248 -3%
BCM
37
Bridgeway Capital Management
Texas
$2.47M +$2.47M +118,930 New
SEI Investments
38
SEI Investments
Pennsylvania
$2.05M +$41.4K +1,996 +2%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$2.05M +$1.35M +65,096 +192%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2M +$89.1K +4,300 +5%
EST
41
EA Series Trust
Pennsylvania
$1.95M +$1.95M +93,930 New
EF
42
Empowered Funds
Pennsylvania
$1.95M +$1.95M +93,930 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.73M +$1.44M +69,700 +500%
Barclays
44
Barclays
United Kingdom
$1.69M +$690K +33,325 +69%
UBS AM
45
UBS AM
Illinois
$1.69M – – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.64M +$336K +16,200 +26%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.63M +$11.8K +571 +0.7%
SDIC
48
South Dakota Investment Council
South Dakota
$1.55M +$6.22K +300 +0.4%
CSS
49
Cubist Systematic Strategies
Connecticut
$1.51M -$441K -21,255 -23%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$1.49M +$639K +30,818 +75%
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