BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

179 hedge funds and large institutions have $823M invested in Beacon Financial Corporation in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
55
Reduced
63
Closed
13
Calls
$25K
Puts
$7K
Net Calls
+$18K
Net Calls Change
+$16K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$15.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$5.44M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$4.9M
4
KIM
4
Kestrel Investment Management
California
$3.19M
5
American Century Companies
5
American Century Companies
Missouri
$13.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$961K
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
HAM
3
HoldCo Asset Management
Florida
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$15.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
101
Ironwood Investment Management
Massachusetts
$358K +$4.65K +203 +1%
PP
102
PDT Partners
New York
$354K -$65.3K -2,850 -16%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$340K – – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$336K +$1.99K +87 +0.6%
MSRPS
105
Maryland State Retirement & Pension System
Maryland
$322K – – –
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$320K -$808K -35,232 -72%
CAM
107
Cubic Asset Management
Massachusetts
$309K – – –
AB
108
Amalgamated Bank
New York
$308K -$54K -2,360 -15%
QC
109
Quadrature Capital
United Kingdom
$305K -$143K -6,244 -32%
RJA
110
Raymond James & Associates
Florida
$299K -$110K -4,781 -27%
QT
111
Quantbot Technologies
New York
$293K +$293K +12,792 New
BFIM
112
Beese Fulmer Investment Management
Ohio
$291K -$2.29K -100 -0.8%
BB
113
Berkshire Bank
Massachusetts
$288K – – –
JF
114
Jump Financial
Illinois
$284K +$284K +12,399 New
ASRS
115
Arizona State Retirement System
Arizona
$275K -$6.9K -301 -2%
OPS
116
Orion Portfolio Solutions
Nebraska
$268K -$6.4K -279 -2%
BCI
117
Brinker Capital Investments
Pennsylvania
$268K -$6.4K -279 -2%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$262K -$25.2K -1,100 -9%
SW
119
SlateStone Wealth
Florida
$261K – – –
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$254K – – –
OQS
121
Occudo Quantitative Strategies
Florida
$246K +$246K +10,753 New
JWCA
122
J.W. Cole Advisors
Florida
$232K +$1.14K +51 +0.5%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$231K +$4.36K +190 +2%
TA
124
Teton Advisors
New York
$221K – – –
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$217K +$16.1K +703 +8%
3 4
5
6 7