BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

165 hedge funds and large institutions have $1.11B invested in Beacon Financial Corporation in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
46
Reduced
58
Closed
20
Calls
$1.87M
Puts
$315K
Net Calls
+$1.55M
Net Calls Change
+$2.11M

Top Buyers

1
ICOM
Investment Counselors of Maryland
Maryland
$33M
2
DCM
Driehaus Capital Management
Illinois
$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$7.25M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.45M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.4M

Top Sellers

1
BCM
Basswood Capital Management
New York
$4.05M
2
Goldman Sachs
Goldman Sachs
New York
$5.83M
3
LSV Asset Management
LSV Asset Management
Illinois
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.79M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$85.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
101
Beese Fulmer Investment Management
Ohio
$362K – – –
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$341K -$17.7K -646 -5%
EVC
103
Eidelman Virant Capital
Missouri
$341K -$9.69K -35 -3%
BB
104
Berkshire Bank
Massachusetts
$341K – – –
PT
105
Plimoth Trust
Massachusetts
$318K – – –
TA
106
Teton Advisors
New York
$309K – – –
Natixis Advisors
107
Natixis Advisors
Massachusetts
$303K +$303K +11,063 New
SAM
108
Shell Asset Management
Netherlands
$274K +$207K +7,536 +308%
CPSC
109
Carl P. Sherr & Co
Massachusetts
$269K – – –
BU
110
BBVA USA
Alabama
$268K +$268K +9,766 New
SFS
111
Strategic Financial Services
New York
$251K -$27.4K -1,000 -10%
LPL Financial
112
LPL Financial
California
$248K +$248K +9,058 New
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$244K – – –
CIP
114
Cornerstone Investment Partners
Georgia
$229K +$229K +8,370 New
HSA
115
HBK Sorce Advisory
Pennsylvania
$221K +$221K +8,045 New
Wells Fargo
116
Wells Fargo
California
$216K -$381K -13,901 -64%
BCI
117
Brinker Capital Investments
Pennsylvania
$214K +$214K +7,810 New
FRM
118
Fox Run Management
Connecticut
$210K +$210K +7,649 New
MOACM
119
Mutual of America Capital Management
New York
$200K +$12.7K +463 +7%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$178K – – –
US Bancorp
121
US Bancorp
Minnesota
$148K – – –
TCOV
122
Trust Company of Vermont
Vermont
$143K – – –
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$105K -$1.87K -68 -2%
AIP
124
Ameritas Investment Partners
Nebraska
$103K -$8.8K -320 -8%
LS
125
Livforsakringsbolaget Skandia
Sweden
$79K – – –
3 4
5
6 7