BBT

Beacon Financial Corp

172 hedge funds and large institutions have $726M invested in Beacon Financial Corp 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $759M → $726M (-$32.5M)

30% less call options, than puts

Call options by funds: $98K | Put options by funds: $140K

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$98K
Puts
$140K
Net Calls
Net Calls Change

Top Sellers

1 -$3.99M
2 -$3.78M
3 -$3.41M
4
Goldman Sachs
Goldman Sachs
New York
-$3.16M
5
Invesco
Invesco
Georgia
-$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$4.35M
27
$4.19M
28
$4.12M
29
$4.02M
30
$3.86M
31
$3.66M
32
$3.65M
33
$3.37M
34
$3.21M
35
$2.96M
36
$2.75M
37
$2.44M
38
$2.4M
39
$2.28M
40
$2.23M
41
$2.09M
42
$2.07M
43
$2.05M
44
$2.03M
45
$1.94M
46
$1.92M
47
$1.75M
48
$1.72M
49
$1.64M
50
$1.48M