BBT

Beacon Financial Corp

172 hedge funds and large institutions have $726M invested in Beacon Financial Corp in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $759M → $726M (-$32.5M)

30% less call options, than puts

Call options by funds: $98K | Put options by funds: $140K

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$98K
Puts
$140K
Net Calls
Net Calls Change

Top Sellers

1 -$3.99M
2 -$3.78M
3 -$3.41M
4
Goldman Sachs
Goldman Sachs
New York
-$3.16M
5
Invesco
Invesco
Georgia
-$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$565K
77
$549K
78
$522K
79
$521K
80
$499K
81
$499K
82
$495K
83
$485K
84
$481K
85
$477K
86
$469K
87
$459K
88
$449K
89
$448K
90
$436K
91
$434K
92
$424K
93
$413K
94
$380K
95
$374K
96
$365K
97
$364K
98
$356K
99
$350K
100
$347K