BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

178 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
48
Reduced
62
Closed
17
Calls
$588K
Puts
$230K
Net Calls
+$358K
Net Calls Change
+$685K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$9.65M
3
Invesco
3
Invesco
Georgia
$32.9M
4
EC
4
EJF Capital
Virginia
$6.57M
5
DCM
5
Driehaus Capital Management
Illinois
$18.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$65.3M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.9M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$40.4M
4
BCM
4
Bridgeway Capital Management
Texas
$9.3M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
126
Plimoth Trust
Massachusetts
$264K -$42.6K -1,500 -14%
LPL Financial
127
LPL Financial
California
$259K +$569 +20 +0.2%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$253K – – –
SFS
129
Strategic Financial Services
New York
$232K – – –
HSA
130
HBK Sorce Advisory
Pennsylvania
$229K – – –
BCI
131
Brinker Capital Investments
Pennsylvania
$221K -$1.48K -52 -0.7%
CSS
132
Cubist Systematic Strategies
Connecticut
$215K -$356K -12,503 -62%
JSW
133
Journey Strategic Wealth
New Jersey
$210K +$210K +7,391 New
PAG
134
Private Advisor Group
New Jersey
$205K -$102K -3,594 -33%
American Century Companies
135
American Century Companies
Missouri
$205K +$205K +7,216 New
MOACM
136
Mutual of America Capital Management
New York
$189K +$3.53K +124 +2%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$185K – – –
US Bancorp
138
US Bancorp
Minnesota
$146K -$5.16K -181 -3%
TCOV
139
Trust Company of Vermont
Vermont
$128K +$128K +4,510 New
AIP
140
Ameritas Investment Partners
Nebraska
$106K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$103K -$199 -7 -0.2%
SWA
142
Sutton Wealth Advisors
Florida
$66.4K +$398 +14 +0.6%
EIP
143
Ellis Investment Partners
Pennsylvania
$62K +$253 +9 +0.4%
PH
144
Pinnacle Holdings
Oklahoma
$59K – – –
Osaic Holdings
145
Osaic Holdings
Arizona
$49K +$4.87K +173 +11%
Barrow, Hanley, Mewhinney & Strauss
146
Barrow, Hanley, Mewhinney & Strauss
Texas
$44K +$23.3K +811 +112%
VCM
147
Versant Capital Management
Arizona
$36K – – –
EBA
148
Eagle Bay Advisors
New York
$36K +$1.53K +54 +4%
UB
149
UMB Bank
Missouri
$30K +$30K +1,053 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$24K +$3.34K +118 +16%
4 5
6
7 8