BBT

Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$130M
2 +$9.66M
3 +$5.87M
4
IP
Interval Partners
New York
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.31M

Top Sellers

1 -$33.1M
2 -$8.76M
3 -$8.69M
4
UBS Group
UBS Group
Switzerland
-$8.46M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$2.17M
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$2.15M
Canada Life
78
Canada Life
Manitoba, Canada
$2.09M
BFM
79
Boothbay Fund Management
New York
$1.93M
SEI Investments
80
SEI Investments
Pennsylvania
$1.91M
Corient Private Wealth
81
Corient Private Wealth
Florida
$1.89M
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$1.85M
Cerity Partners
83
Cerity Partners
New York
$1.81M
VGA
84
Vanguard Global Advisers
Pennsylvania
$1.8M
Connor, Clark & Lunn Investment Management (CC&L)
85
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.74M
Barclays
86
Barclays
United Kingdom
$1.7M
CP
87
Clarendon Private
Massachusetts
$1.53M
Amundi
88
Amundi
France
$1.49M
QCM
89
Quantinno Capital Management
New York
$1.49M
WG
90
Winton Group
United Kingdom
$1.46M
MIM
91
MetLife Investment Management
New Jersey
$1.37M
SC
92
SummitTX Capital
Texas
$1.37M
IMRF
93
Illinois Municipal Retirement Fund
Illinois
$1.34M
SOADOR
94
State of Alaska Department of Revenue
Alaska
$1.3M
SSA
95
Schonfeld Strategic Advisors
New York
$1.29M
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1.23M
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.22M
IIM
98
Ironwood Investment Management
Massachusetts
$1.21M
CM
99
CM Management
Florida
$1.2M
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$1.17M