BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

181 hedge funds and large institutions have $934M invested in Beacon Financial Corporation in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+1
Holders Change %
+0.56%
% 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
29
Increased
46
Reduced
65
Closed
27
Calls
$38K
Puts
$13K
Net Calls
+$25K
Net Calls Change
-$1.15M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$22.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$21.1M
3
Bank of America
Bank of America
North Carolina
+$5.41M
4
Millennium Management
Millennium Management
New York
+$4.54M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.85M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$32.7M
2
Goldman Sachs
Goldman Sachs
New York
-$8.73M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.6M
4
DCM
Driehaus Capital Management
Illinois
-$4M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$691K +$10.7K +427 +2%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$688K -$58.6K -2,338 -8%
HF
78
HRT Financial
New York
$686K -$912K -36,429 -57%
Citigroup
79
Citigroup
New York
$664K -$157K -6,273 -19%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$659K +$180K +7,170 +38%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$624K – – –
GCP
82
GSA Capital Partners
United Kingdom
$604K +$604K +24,104 New
VA
83
Verdad Advisers
Massachusetts
$601K +$601K +24,000 New
AIG
84
American International Group
New York
$588K -$6.42K -256 -1%
MIM
85
MetLife Investment Management
New Jersey
$574K – – –
EPCA
86
Elizabeth Park Capital Advisors
Ohio
$572K -$3.27M -130,529 -85%
YCM
87
Yousif Capital Management
Michigan
$571K -$98.6K -3,935 -15%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$565K -$235K -9,390 -29%
Two Sigma Investments
89
Two Sigma Investments
New York
$561K -$665K -26,555 -54%
Cerity Partners
90
Cerity Partners
New York
$552K +$552K +587 New
AWM
91
AE Wealth Management
Kansas
$535K +$535K +21,339 New
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$530K +$530K +21,133 New
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$519K +$48K +1,917 +10%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$519K -$17.5K -700 -3%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$516K – – –
Franklin Resources
96
Franklin Resources
California
$493K – – –
CIM
97
Cambria Investment Management
California
$491K -$390K -15,548 -44%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$481K – – –
AB
99
Amalgamated Bank
New York
$468K -$48.5K -1,933 -9%
E
100
ETFidea
New York
$456K – – –
2 3
4
5 6