BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

165 hedge funds and large institutions have $1.11B invested in Beacon Financial Corporation in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
46
Reduced
58
Closed
20
Calls
$1.87M
Puts
$315K
Net Calls
+$1.55M
Net Calls Change
+$2.11M

Top Buyers

1
ICOM
Investment Counselors of Maryland
Maryland
+$33M
2
DCM
Driehaus Capital Management
Illinois
+$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.25M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.45M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$6.04M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$14M
2
Goldman Sachs
Goldman Sachs
New York
-$10.5M
3
LSV Asset Management
LSV Asset Management
Illinois
-$10.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.21M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K -$2.26K -83 -3%
William Blair Investment Management
127
William Blair Investment Management
Illinois
$67K +$67K +2,437 New
SWA
128
Sutton Wealth Advisors
Florida
$63.9K -$12K -436 -16%
UFF
129
USA Financial Formulas
Michigan
$63K +$63K +2,309 New
EIP
130
Ellis Investment Partners
Pennsylvania
$59K -$27 -1 -0%
PH
131
Pinnacle Holdings
Oklahoma
$56.9K – – –
Group One Trading
132
Group One Trading
Illinois
$48K +$45.9K +1,671 +2,199%
TRCT
133
Tower Research Capital (TRC)
New York
$44K -$45.1K -1,649 -51%
FPS
134
Fieldpoint Private Securities
Connecticut
$37K – – –
VCM
135
Versant Capital Management
Arizona
$35K -$33K -1,208 -48%
EBA
136
Eagle Bay Advisors
New York
$34K +$34K +1,175 New
FC
137
FORA Capital
Florida
$26K +$26K +933 New
GEA
138
Glen Eagle Advisors
New Jersey
$21.1K – – –
Osaic Holdings
139
Osaic Holdings
Arizona
$21K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +695 New
CA
141
Centerpoint Advisors
Massachusetts
$14K – – –
Macquarie Group
142
Macquarie Group
Australia
$12K -$1.18M -44,099 -99%
LC
143
Lindbrook Capital
California
$12K – – –
MAM
144
Meeder Asset Management
Ohio
$10K +$53 +2 +0.5%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$9K +$4.99K +180 +124%
TWA
146
TCI Wealth Advisors
Arizona
$8K – – –
First Manhattan
147
First Manhattan
New York
$7K -$2.33K -90 -25%
CB
148
Community Bank
New York
$7K – – –
EI
149
Ellevest Inc
New York
$6K – – –
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6K +212 New
4 5
6
7 8