BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

173 hedge funds and large institutions have $914M invested in Beacon Financial Corporation in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
55
Reduced
68
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.82M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.3M
4
American Century Companies
4
American Century Companies
Missouri
$12.1M
5
State Street
5
State Street
Massachusetts
$52.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.84M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$37.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$5.55M -$351K -14,130 -6%
SVBP
27
Strategic Value Bank Partners
Ohio
$5.38M – – –
Bank of America
28
Bank of America
North Carolina
$5.23M +$1.05M +42,481 +25%
LPL Financial
29
LPL Financial
California
$5.18M -$3.2K -129 -0.1%
GWI
30
Grace & White Inc
New York
$4.95M +$422K +17,000 +9%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$4.89M -$219K -8,840 -4%
Goldman Sachs
32
Goldman Sachs
New York
$4.84M -$9M -362,465 -65%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$4.79M +$273K +10,979 +6%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$4.69M -$290K -11,671 -6%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.88M +$1.7M +68,631 +78%
BCM
36
Basswood Capital Management
New York
$3.67M – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.33M -$75.4K -3,037 -2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.03M +$9.96K +401 +0.3%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.91M -$60.3K -2,429 -2%
EF
40
Empowered Funds
Pennsylvania
$2.79M +$250K +10,088 +10%
Millennium Management
41
Millennium Management
New York
$2.77M -$1.2M -48,309 -30%
Barclays
42
Barclays
United Kingdom
$2.43M +$748K +30,127 +45%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$2.35M -$238K -9,594 -9%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$2.3M +$2.3M +92,730 New
Two Sigma Advisers
45
Two Sigma Advisers
New York
$2.25M -$263K -10,600 -10%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.21M +$859K +34,580 +64%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.16M -$246K -9,900 -10%
SEI Investments
48
SEI Investments
Pennsylvania
$2.15M -$227K -9,140 -10%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$2.07M +$1.52M +60,762 +273%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2M -$128K -5,172 -6%
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