BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

229 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
98
Reduced
52
Closed
18
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
-$20K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$30M
2
BlackRock
BlackRock
New York
+$18.3M
3
SVBP
Strategic Value Bank Partners
Ohio
+$7.94M
4
Two Sigma Investments
Two Sigma Investments
New York
+$6.65M
5
MCM
Maltese Capital Management
New York
+$6.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$27.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.08M
4
Millennium Management
Millennium Management
New York
-$4.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$9.41M -$4.6M -176,427 -33%
LSV Asset Management
27
LSV Asset Management
Illinois
$9.36M -$235K -9,000 -2%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$9.1M +$4.25M +162,900 +88%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$9.03M -$431K -16,520 -5%
BAM
30
Bayview Asset Management
Florida
$9M – – –
ACB
31
Aristotle Capital Boston
Massachusetts
$7.98M -$1.84M -70,366 -19%
Ameriprise
32
Ameriprise
Minnesota
$7.47M +$601K +23,046 +9%
BCM
33
Basswood Capital Management
New York
$7.08M – – –
BCM
34
Bridgeway Capital Management
Texas
$6.9M +$123K +4,700 +2%
MCM
35
Maltese Capital Management
New York
$6.72M +$6.3M +241,380 +1,497%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$5.99M +$529K +20,257 +10%
Principal Financial Group
37
Principal Financial Group
Iowa
$5.92M +$586K +22,454 +11%
UBS Group
38
UBS Group
Switzerland
$5.78M -$606K -23,242 -9%
CSS
39
Cubist Systematic Strategies
Connecticut
$5.51M +$3.7M +141,720 +204%
LPL Financial
40
LPL Financial
California
$5.39M +$13.2K +506 +0.2%
GWI
41
Grace & White Inc
New York
$5.19M – – –
Prudential Financial
42
Prudential Financial
New Jersey
$5.17M +$3.38M +129,540 +189%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$4.91M -$4.1M -157,318 -46%
Citigroup
44
Citigroup
New York
$4.76M +$2.46M +94,119 +107%
EC
45
EJF Capital
Virginia
$4.73M +$4.73M +181,183 New
Verition Fund Management
46
Verition Fund Management
Connecticut
$4.68M -$2.37M -90,971 -34%
GCM
47
Glendon Capital Management
California
$4.5M – – –
JAM
48
Jupiter Asset Management
United Kingdom
$4.06M +$4.06M +155,573 New
EF
49
Empowered Funds
Pennsylvania
$3.9M +$123K +4,700 +3%
KIM
50
Kestrel Investment Management
California
$3.86M – – –
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