BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

180 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 25 closing their positions.

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% 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
17
Increased
47
Reduced
70
Closed
25
Calls
$1.19M
Puts
$12K
Net Calls
+$1.17M
Net Calls Change
+$131K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$20M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$33.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$33.6M
4
LPL Financial
4
LPL Financial
California
$6.28M
5
American Century Companies
5
American Century Companies
Missouri
$6.34M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$32.7M
2
BlackRock
2
BlackRock
New York
$194M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Invesco
5
Invesco
Georgia
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$447K 14,963 -233 -2%
ACM
102
Acrisure Capital Management
Texas
$443K 14,826 +14,826 New
Rafferty Asset Management
103
Rafferty Asset Management
New York
$429K 14,351 -621 -4%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$421K 14,077 -500 -3%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$420K 14,027 – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$419K 14,012 -378 -3%
CAM
107
Cubic Asset Management
Massachusetts
$418K 13,980 -2,325 -14%
BFIM
108
Beese Fulmer Investment Management
Ohio
$383K 12,796 – –
ASRS
109
Arizona State Retirement System
Arizona
$366K 12,243 +26 +0.2%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$352K 11,756 +11,756 New
SW
111
SlateStone Wealth
Florida
$340K 11,370 – –
TA
112
Teton Advisors
New York
$337K 11,275 – –
CSS
113
Cubist Systematic Strategies
Connecticut
$337K 11,255 -20,591 -65%
BB
114
Berkshire Bank
Massachusetts
$323K 10,793 -200 -2%
CCIA
115
Campbell & Co Investment Adviser
Maryland
$310K 10,382 +10,382 New
SG Americas Securities
116
SG Americas Securities
New York
$304K 10,165 +169 +2%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$292K 9,751 +18 +0.2%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$290K 9,700 -863 -8%
TWP
119
TFO Wealth Partners
Ohio
$287K 928 +928 New
MOACM
120
Mutual of America Capital Management
New York
$282K 9,437 +327 +4%
Wells Fargo
121
Wells Fargo
California
$281K 9,386 -1,491 -14%
PFO
122
Pathstone Family Office
New Jersey
$272K 9,097 +97 +1%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$266K 8,909 – –
PT
124
Plimoth Trust
Massachusetts
$236K 7,899 -895 -10%
JIC
125
Joel Isaacson & Co
New York
$235K 7,844 – –
3 4
5
6 7