BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

179 hedge funds and large institutions have $823M invested in Beacon Financial Corporation in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
55
Reduced
63
Closed
13
Calls
$25K
Puts
$7K
Net Calls
+$18K
Net Calls Change
+$16K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$15.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$5.44M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$4.9M
4
KIM
4
Kestrel Investment Management
California
$3.19M
5
American Century Companies
5
American Century Companies
Missouri
$13.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$961K
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
HAM
3
HoldCo Asset Management
Florida
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$15.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$4.99M +$660K +28,775 +15%
SVBP
27
Strategic Value Bank Partners
Ohio
$4.97M – – –
Verition Fund Management
28
Verition Fund Management
Connecticut
$4.9M +$4.9M +213,945 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$4.75M +$327K +14,269 +7%
LPL Financial
30
LPL Financial
California
$4.72M -$64.5K -2,812 -1%
GWI
31
Grace & White Inc
New York
$4.57M – – –
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$4.45M -$55.5K -2,421 -1%
Goldman Sachs
33
Goldman Sachs
New York
$4.08M -$387K -16,877 -9%
Bank of America
34
Bank of America
North Carolina
$3.89M -$939K -40,957 -19%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.84M +$261K +11,390 +7%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$3.58M +$1.41M +61,709 +65%
BCM
37
Basswood Capital Management
New York
$3.39M – – –
KIM
38
Kestrel Investment Management
California
$3.19M +$3.19M +139,150 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.07M -$963 -42 -0%
Two Sigma Investments
40
Two Sigma Investments
New York
$3.04M +$2.22M +96,743 +270%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.82M +$20.1K +876 +0.7%
EF
42
Empowered Funds
Pennsylvania
$2.78M +$209K +9,100 +8%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$2.77M +$640K +27,929 +30%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.7M +$15.2K +662 +0.6%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$2.7M +$617K +26,900 +30%
SEI Investments
46
SEI Investments
Pennsylvania
$2.23M +$250K +10,903 +13%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.01M -$33K -1,440 -2%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.99M – – –
Millennium Management
49
Millennium Management
New York
$1.86M -$697K -30,401 -27%
Prudential Financial
50
Prudential Financial
New Jersey
$1.75M +$27.4K +1,197 +2%
1
2
3 4 5