BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

180 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
70
Closed
25
Calls
$1.19M
Puts
$12K
Net Calls
+$1.17M
Net Calls Change
+$131K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$20M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$33.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$33.6M
4
LPL Financial
4
LPL Financial
California
$6.28M
5
American Century Companies
5
American Century Companies
Missouri
$6.34M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$32.7M
2
BlackRock
2
BlackRock
New York
$194M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Invesco
5
Invesco
Georgia
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
76
Yousif Capital Management
Michigan
$799K -$254K -8,485 -24%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$771K +$95.7K +3,200 +14%
Comerica Bank
78
Comerica Bank
Texas
$749K -$252K -8,335 -25%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$744K -$169K -5,647 -18%
AIG
80
American International Group
New York
$709K -$16.2K -542 -2%
UBS Group
81
UBS Group
Switzerland
$696K -$38.1K -1,275 -5%
MIM
82
MetLife Investment Management
New Jersey
$685K – – –
LSERS
83
Louisiana State Employees Retirement System
Louisiana
$640K -$15K -500 -2%
AB
84
Amalgamated Bank
New York
$616K -$7.24K -242 -1%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$616K – – –
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$612K -$1.58M -52,971 -72%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$600K -$88.1K -2,946 -13%
Franklin Resources
88
Franklin Resources
California
$588K +$5.56K +186 +1%
NYLIM
89
New York Life Investment Management
New York
$585K +$65.9K +2,205 +13%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$574K -$223K -7,470 -28%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$571K – – –
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$563K -$32.9K -1,101 -6%
Stifel Financial
93
Stifel Financial
Missouri
$556K -$196K -6,539 -26%
MSRPS
94
Maryland State Retirement & Pension System
Maryland
$554K -$5.68K -190 -1%
E
95
ETFidea
New York
$544K – – –
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$536K -$19K -634 -3%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$522K +$128K +4,277 +32%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$507K -$30.6K -1,024 -6%
IIM
99
Ironwood Investment Management
Massachusetts
$502K -$12.5K -419 -2%
HSA
100
HBK Sorce Advisory
Pennsylvania
$487K +$244K +8,295 +100%
2 3
4
5 6