BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

172 hedge funds and large institutions have $726M invested in Beacon Financial Corporation in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
47
Reduced
70
Closed
12
Calls
$98K
Puts
$140K
Net Calls
-$42K
Net Calls Change
-$108K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.05M
2
Millennium Management
Millennium Management
New York
+$2.23M
3
BCM
Bridgeway Capital Management
Texas
+$1.47M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.34M
5
SFM
Systematic Financial Management
New Jersey
+$1.33M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.99M
2
State Street
State Street
Massachusetts
-$3.78M
3
BlackRock
BlackRock
New York
-$3.41M
4
Goldman Sachs
Goldman Sachs
New York
-$3.16M
5
Invesco
Invesco
Georgia
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVBP
26
Strategic Value Bank Partners
Ohio
$4.35M – – –
LPL Financial
27
LPL Financial
California
$4.19M +$42.4K +2,115 +1%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$4.12M +$330K +16,440 +9%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$4.02M -$7.08K -353 -0.2%
BCM
30
Bridgeway Capital Management
Texas
$3.86M +$1.47M +73,374 +62%
GWI
31
Grace & White Inc
New York
$3.66M +$445K +22,200 +14%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$3.65M +$717K +35,780 +24%
Bank of America
33
Bank of America
North Carolina
$3.37M +$19.9K +992 +0.6%
Millennium Management
34
Millennium Management
New York
$3.21M +$2.23M +111,115 +228%
BCM
35
Basswood Capital Management
New York
$2.96M – – –
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.75M -$39K -1,947 -1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.44M -$37K -1,843 -1%
Legal & General Group
38
Legal & General Group
United Kingdom
$2.4M -$69K -3,443 -3%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.28M +$1.27M +63,241 +125%
CSS
40
Cubist Systematic Strategies
Connecticut
$2.23M +$774K +38,610 +53%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$2.09M +$1.24M +61,842 +146%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.07M +$983K +49,041 +91%
EF
43
Empowered Funds
Pennsylvania
$2.05M +$168K +8,374 +9%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$2.03M +$445K +22,200 +28%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.94M – – –
SEI Investments
46
SEI Investments
Pennsylvania
$1.92M -$67.3K -3,356 -3%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.75M +$492K +24,559 +39%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.72M +$43.7K +2,179 +3%
AQR Capital Management
49
AQR Capital Management
Connecticut
$1.64M +$834K +41,589 +104%
Prudential Financial
50
Prudential Financial
New Jersey
$1.48M +$382K +19,037 +35%
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