BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

229 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 57 reducing their positions, and 29 closing their positions.

Holders
229
Holders Change
–
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
99
Reduced
57
Closed
29
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$3K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$68.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17M
4
Goldman Sachs
4
Goldman Sachs
New York
$16.6M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$18M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5M
2
ECM
2
ExodusPoint Capital Management
New York
$2.89M
3
ACB
3
Aristotle Capital Boston
Massachusetts
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$7.82M
5
BlackRock
5
BlackRock
New York
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
76
Macquarie Group
Australia
$1.38M 54,900 – –
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.33M 53,135 +7,390 +16%
Canada Life
78
Canada Life
Manitoba, Canada
$1.31M 52,480 – –
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$1.31M 52,167 +26,496 +103%
DTL
80
Dynamic Technology Lab
Singapore
$1.29M 51,299 +18,259 +55%
FL
81
Fourthstone LLC
Missouri
$1.28M 51,000 +10,500 +26%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.18M 47,204 +36,806 +354%
Deutsche Bank
83
Deutsche Bank
Germany
$1.03M 41,109 -69,335 -63%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$1.01M 40,185 – –
WAM
85
Wakefield Asset Management
Colorado
$988K 39,466 -223 -0.6%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$982K 39,232 +7 +0%
Squarepoint
87
Squarepoint
New York
$961K 38,371 +38,371 New
Raymond James Financial
88
Raymond James Financial
Florida
$943K 37,656 +8,643 +30%
NA
89
NewEdge Advisors
Louisiana
$884K 35,290 +28 +0.1%
SIM
90
SummerHaven Investment Management
Connecticut
$873K 34,882 +592 +2%
CWM
91
Congress Wealth Management
Massachusetts
$871K 34,797 +18,572 +114%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$862K 34,418 -876 -2%
ACM
93
Aquatic Capital Management
Illinois
$851K 33,994 +15,831 +87%
IC
94
IEQ Capital
California
$838K 33,481 +13,984 +72%
SAMT
95
Select Asset Management & Trust
Pennsylvania
$807K 32,245 – –
Comerica Bank
96
Comerica Bank
Texas
$797K 31,811 +5,356 +20%
SEI Investments
97
SEI Investments
Pennsylvania
$790K 31,542 -54,856 -63%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$739K 29,502 -4,950 -14%
IIM
99
INTECH Investment Management
Florida
$727K 29,025 -8,223 -22%
IQI
100
Integrated Quantitative Investments
Washington
$711K 28,408 +28,408 New
2 3
4
5 6