BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

177 hedge funds and large institutions have $667M invested in Beacon Financial Corporation in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+14
Holders Change %
+8.59%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
36
Increased
51
Reduced
56
Closed
22
Calls
$725K
Puts
$3.79M
Net Calls
-$3.06M
Net Calls Change
-$2.25M

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$10.7M
2
BCM
Basswood Capital Management
New York
+$6.22M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$5.8M
4
EC
EJF Capital
Virginia
+$4.88M
5
MCM
Maltese Capital Management
New York
+$4.19M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$12M
2
JAM
Jacobs Asset Management
New York
-$5.61M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.67M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.09M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
101
Zacks Investment Management
Illinois
$323K +$323K +18,876 New
CAM
102
Cubic Asset Management
Massachusetts
$317K – – –
ETC
103
Exchange Traded Concepts
Oklahoma
$313K +$313K +18,279 New
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$299K – – –
EVC
105
Eidelman Virant Capital
Missouri
$284K +$284K +1,222 New
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$271K +$24K +1,399 +10%
IIM
107
Ironwood Investment Management
Massachusetts
$257K -$38.2K -2,227 -13%
Rafferty Asset Management
108
Rafferty Asset Management
New York
$256K -$236K -13,757 -48%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$254K – – –
Citigroup
110
Citigroup
New York
$252K +$55.4K +3,235 +28%
ECM
111
Everence Capital Management
Indiana
$251K – – –
IA
112
IndexIQ Advisors
New York
$241K +$24.9K +1,456 +12%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$226K – – –
BFIM
114
Beese Fulmer Investment Management
Ohio
$226K +$17.6K +1,025 +8%
ASRS
115
Arizona State Retirement System
Arizona
$225K -$8.21K -480 -4%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$224K +$8.48K +496 +4%
BUB
117
BBVA USA Bancshares
Texas
$204K +$11.2K +653 +6%
PT
118
Plimoth Trust
Massachusetts
$198K – – –
TRCT
119
Tower Research Capital (TRC)
New York
$193K -$138K -8,062 -42%
TA
120
Teton Advisors
New York
$193K – – –
ProShare Advisors
121
ProShare Advisors
Maryland
$188K +$188K +11,003 New
MFG
122
Magnus Financial Group
New York
$178K +$178K +10,399 New
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$176K +$176K +10,300 New
SG Americas Securities
124
SG Americas Securities
New York
$176K +$176K +10,306 New
SFS
125
Strategic Financial Services
New York
$174K – – –
3 4
5
6 7