BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

229 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
98
Reduced
52
Closed
18
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
-$20K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$30M
2
BlackRock
BlackRock
New York
+$18.3M
3
SVBP
Strategic Value Bank Partners
Ohio
+$7.94M
4
Two Sigma Investments
Two Sigma Investments
New York
+$6.65M
5
MCM
Maltese Capital Management
New York
+$6.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$27.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.08M
4
Millennium Management
Millennium Management
New York
-$4.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
76
Graham Capital Management
Connecticut
$1.44M +$517K +19,802 +56%
Macquarie Group
77
Macquarie Group
Australia
$1.43M – – –
Canada Life
78
Canada Life
Manitoba, Canada
$1.37M -$47.6K -1,821 -3%
EGM
79
Engineers Gate Manager
New York
$1.36M +$157K +5,999 +13%
Marshall Wace
80
Marshall Wace
United Kingdom
$1.31M +$1.31M +50,207 New
AllianceBernstein
81
AllianceBernstein
Tennessee
$1.19M -$27.2M -1,041,955 -96%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$1.16M -$141K -5,386 -11%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$1.16M +$241K +9,249 +26%
JF
84
Jump Financial
Illinois
$1.16M +$349K +13,358 +43%
FL
85
Fourthstone LLC
Missouri
$1.06M -$2.99M -114,671 -74%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$1.05M – – –
WAM
87
Wakefield Asset Management
Colorado
$1.04M +$77K +2,951 +8%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02M -$150K -5,765 -13%
IIM
89
INTECH Investment Management
Florida
$972K +$381K +14,598 +64%
Franklin Resources
90
Franklin Resources
California
$950K -$6.58K -252 -0.7%
JFG
91
Jefferies Financial Group
New York
$926K +$597K +22,900 +182%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$921K -$24.7K -947 -3%
NA
93
NewEdge Advisors
Louisiana
$920K +$78 +3 +0%
QT
94
Quantbot Technologies
New York
$900K +$354K +13,566 +65%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$899K – – –
SIM
96
SummerHaven Investment Management
Connecticut
$895K +$12.8K +489 +1%
DTL
97
Dynamic Technology Lab
Singapore
$863K +$863K +33,040 New
SAMT
98
Select Asset Management & Trust
Pennsylvania
$841K – – –
FA
99
Fagan Associates
New York
$835K +$835K +32,000 New
Allianz Asset Management
100
Allianz Asset Management
Germany
$827K +$501K +19,200 +154%
2 3
4
5 6