BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

183 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
52
Reduced
67
Closed
13
Calls
$19K
Puts
$319K
Net Calls
-$300K
Net Calls Change
-$658K

Top Buyers

1
BCM
Bridgeway Capital Management
Texas
$14M
2
SVBP
Strategic Value Bank Partners
Ohio
$3.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.2M
4
DCM
Driehaus Capital Management
Illinois
$20.6M
5
State Street
State Street
Massachusetts
$68.2M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
$0
2
ACB
Aristotle Capital Boston
Massachusetts
$26.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
$48.6M
4
EC
EJF Capital
Virginia
$2.95M
5
Charles Schwab
Charles Schwab
California
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
126
Plimoth Trust
Massachusetts
$269K – – –
LPL Financial
127
LPL Financial
California
$264K +$607 +21 +0.2%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$258K – – –
American Century Companies
129
American Century Companies
Missouri
$256K +$46.9K +1,617 +22%
SAM
130
Shell Asset Management
Netherlands
$243K -$35.9K -1,240 -13%
PAG
131
Private Advisor Group
New Jersey
$242K +$33.6K +1,162 +16%
SFS
132
Strategic Financial Services
New York
$236K – – –
HSA
133
HBK Sorce Advisory
Pennsylvania
$233K – – –
CIM
134
Cambria Investment Management
California
$215K +$215K +7,436 New
JSW
135
Journey Strategic Wealth
New Jersey
$214K – – –
Jane Street
136
Jane Street
New York
$209K +$209K +7,203 New
AP
137
Advisor Partners
California
$206K +$206K +7,107 New
MOACM
138
Mutual of America Capital Management
New York
$203K +$10.5K +364 +5%
BCI
139
Brinker Capital Investments
Pennsylvania
$201K -$23.5K -811 -10%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$189K +$435 +15 +0.2%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$153K +$48.4K +1,674 +46%
US Bancorp
142
US Bancorp
Minnesota
$148K – – –
Federated Hermes
143
Federated Hermes
Pennsylvania
$140K +$127K +4,386 +975%
AIP
144
Ameritas Investment Partners
Nebraska
$108K – – –
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$92.1K -$281K -9,697 -75%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$87K +$87K +3,020 New
EIP
147
Ellis Investment Partners
Pennsylvania
$64K +$232 +8 +0.4%
SWA
148
Sutton Wealth Advisors
Florida
$62.1K -$5.56K -192 -8%
PH
149
Pinnacle Holdings
Oklahoma
$60.2K – – –
Osaic Holdings
150
Osaic Holdings
Arizona
$43K -$7.14K -248 -14%
4 5
6
7 8