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
51
$1.46M
52
$1.38M
53
$1.35M
54
$1.25M
55
$1.2M
56
$1.16M
57
$1.15M
58
$1.09M
59
$1.01M
60
$990K
61
$980K
62
$945K
63
$749K
64
$739K
65
$733K
66
$719K
67
$718K
68
$698K
69
$682K
70
$664K
71
$647K
72
$590K
73
$590K
74
$571K
75
$567K