BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Beacon Financial Corporation in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
68
Reduced
55
Closed
11
Calls
$34K
Puts
$9K
Net Calls
+$25K
Net Calls Change
+$3K

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$29.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$27.5M
3
ECM
3
ExodusPoint Capital Management
New York
$14.7M
4
BAM
4
Bayview Asset Management
Florida
$9.33M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$7.68M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$29.9M
3
BlackRock
3
BlackRock
New York
$176M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$30.9M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$10.3M +$3M +105,630 +41%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$9.83M +$141K +4,952 +1%
BAM
28
Bayview Asset Management
Florida
$9.33M +$9.33M +344,828 New
BCM
29
Basswood Capital Management
New York
$7.72M +$3.52M +123,725 +84%
Verition Fund Management
30
Verition Fund Management
Connecticut
$7.68M +$7.68M +270,245 New
Ameriprise
31
Ameriprise
Minnesota
$7.48M +$261K +9,175 +4%
BCM
32
Bridgeway Capital Management
Texas
$7.39M +$199K +7,012 +3%
UBS Group
33
UBS Group
Switzerland
$6.96M +$5.32M +186,975 +323%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$6.94M +$1.52M +53,322 +28%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$6.67M +$6.67M +234,665 New
SVBP
36
Strategic Value Bank Partners
Ohio
$6.43M +$265K +9,333 +4%
Two Sigma Investments
37
Two Sigma Investments
New York
$6.03M -$172K -6,033 -3%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$5.95M -$45K -1,584 -0.8%
LPL Financial
39
LPL Financial
California
$5.86M -$4.44K -156 -0.1%
Principal Financial Group
40
Principal Financial Group
Iowa
$5.81M +$156K +5,500 +3%
GWI
41
Grace & White Inc
New York
$5.66M – – –
Two Sigma Advisers
42
Two Sigma Advisers
New York
$5.29M -$554K -19,500 -9%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$5.08M +$4.6M +162,850 +962%
GCM
44
Glendon Capital Management
California
$4.9M +$4.9M +172,413 New
FL
45
Fourthstone LLC
Missouri
$4.41M +$4.41M +155,171 New
KIM
46
Kestrel Investment Management
California
$4.2M – – –
EF
47
Empowered Funds
Pennsylvania
$4.12M +$199K +7,012 +5%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$4.03M +$419K +14,750 +12%
JAM
49
Jacobs Asset Management
New York
$3.92M +$3.92M +137,931 New
Norges Bank
50
Norges Bank
Norway
$3.77M +$3.77M +132,574 New
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