BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

187 hedge funds and large institutions have $967M invested in Beacon Financial Corporation in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
60
Closed
16
Calls
$27K
Puts
$5K
Net Calls
+$22K
Net Calls Change
+$4K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$44.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$17.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.2M
5
Millennium Management
5
Millennium Management
New York
$8.07M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$18.5M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
101
Squarepoint
New York
$390K +$390K +14,494 New
MSRPS
102
Maryland State Retirement & Pension System
Maryland
$384K -$15.4K -571 -4%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$382K -$96.9K -3,600 -20%
IIM
104
INTECH Investment Management
Florida
$380K -$103K -3,840 -21%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$361K +$42.1K +1,565 +13%
RJA
106
Raymond James & Associates
Florida
$353K -$7.03K -261 -2%
PAG
107
Private Advisor Group
New Jersey
$351K +$97.4K +3,615 +38%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$346K -$30.6K -1,135 -8%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$339K – – –
AB
110
Amalgamated Bank
New York
$337K -$12.2K -454 -4%
ASRS
111
Arizona State Retirement System
Arizona
$336K +$6.81K +253 +2%
OPS
112
Orion Portfolio Solutions
Nebraska
$319K -$14K -520 -4%
BCI
113
Brinker Capital Investments
Pennsylvania
$319K -$14K -520 -4%
BFIM
114
Beese Fulmer Investment Management
Ohio
$315K – – –
SW
115
SlateStone Wealth
Florida
$306K – – –
EGM
116
Engineers Gate Manager
New York
$300K +$300K +11,130 New
ETC
117
Exchange Traded Concepts
Oklahoma
$298K +$298K +11,058 New
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$290K – – –
BB
119
Berkshire Bank
Massachusetts
$285K – – –
JWCA
120
J.W. Cole Advisors
Florida
$281K – – –
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$267K -$10.8K -400 -4%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$258K -$26.9K -1,000 -9%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$257K +$2.67K +100 +1%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$243K -$3.77K -140 -2%
BFG
125
Bleakley Financial Group
New Jersey
$241K +$241K +8,965 New
3 4
5
6 7