BBT

Beacon Financial Corporation

171 hedge funds and large institutions have $1.2B invested in Beacon Financial Corporation in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
53
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PT
126
Plimoth Trust
Massachusetts
$227K
FA
127
FDx Advisors
Illinois
$224K -$4.11K -125 -2%
MML Investors Services
128
MML Investors Services
Massachusetts
$221K -$6.04K -184 -3%
HFM
129
Hartford Financial Management
Connecticut
$220K +$493 +15 +0.2%
Stifel Financial
130
Stifel Financial
Missouri
$218K +$218K +6,676 New
MFG
131
Magnus Financial Group
New York
$214K +$214K +6,519 New
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$207K +$207K +6,306 New
TCOV
133
Trust Company of Vermont
Vermont
$200K
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$196K +$49.6K +1,513 +34%
GEA
135
Glen Eagle Advisors
New Jersey
$164K
US Bancorp
136
US Bancorp
Minnesota
$149K -$523K -15,894 -78%
AIP
137
Ameritas Investment Partners
Nebraska
$134K +$8.05K +244 +6%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$118K +$4.88K +149 +4%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$95K
LS
140
Livforsakringsbolaget Skandia
Sweden
$95K
PH
141
Pinnacle Holdings
Oklahoma
$85.6K -$86.7K -2,637 -50%
EIP
142
Ellis Investment Partners
Pennsylvania
$67K +$489 +15 +0.7%
MOACM
143
Mutual of America Capital Management
New York
$51K -$2.71K -82 -5%
LIA
144
LS Investment Advisors
Michigan
$40K
VCM
145
Versant Capital Management
Arizona
$38K -$1.36K -42 -3%
TF
146
Tompkins Financial
New York
$33K
CA
147
Centerpoint Advisors
Massachusetts
$33K
FGAM
148
Financial Gravity Asset Management
Texas
$33K +$33K +8 New
QT
149
Quantbot Technologies
New York
$32K -$6.79K -211 -17%
GT
150
Glenmede Trust
Pennsylvania
$31K +$6.79K +215 +28%