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
101
$342K
102
$342K
103
$333K
104
$325K
105
$315K
106
$314K
107
$298K
108
$277K
109
$271K
110
$263K
111
$257K
112
$253K
113
$252K
114
$252K
115
$251K
116
$244K
117
$241K
118
$241K
119
$238K
120
$236K
121
$228K
122
$218K
123
$202K
124
$188K
125
$179K