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.

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.6%
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 %
TI
51
Trexquant Investment
Connecticut
$1.67M +$1.18M +51,511 +241%
Barclays
52
Barclays
United Kingdom
$1.64M -$595K -25,974 -27%
UBS AM
53
UBS AM
Illinois
$1.61M +$170K +7,423 +12%
Citigroup
54
Citigroup
New York
$1.54M +$204K +8,909 +15%
CS
55
Credit Suisse
Switzerland
$1.4M +$190K +8,287 +16%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$1.39M -$509K -22,191 -27%
AQR Capital Management
57
AQR Capital Management
Connecticut
$1.35M -$255K -11,112 -16%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.3M -$547K -23,874 -30%
CSS
59
Cubist Systematic Strategies
Connecticut
$1.28M +$1.28M +55,834 New
Macquarie Group
60
Macquarie Group
Australia
$1.26M +$417K +18,200 +50%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$1.16M -$13.8K -602 -1%
Canada Life
62
Canada Life
Manitoba, Canada
$1.14M +$52.2K +2,278 +5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1M -$63.4K -2,764 -6%
ZCM
64
Ziegler Capital Management
Illinois
$997K +$305K +13,287 +44%
Boston Partners
65
Boston Partners
Massachusetts
$961K -$13.2M -576,228 -93%
UBS Group
66
UBS Group
Switzerland
$918K -$250K -10,898 -21%
TPSF
67
Texas Permanent School Fund
Texas
$857K +$7.75K +338 +0.9%
GI
68
GAMCO Investors
Connecticut
$843K – – –
NA
69
NewEdge Advisors
Louisiana
$808K -$69 -3 -0%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$790K -$39.8K -1,738 -5%
SAMT
71
Select Asset Management & Trust
Pennsylvania
$739K – – –
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$734K +$40.2K +1,753 +6%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$713K +$147K +6,414 +26%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$672K +$672K +29,311 New
CAN
75
Cetera Advisor Networks
California
$671K -$69 -3 -0%
1 2
3
4 5