BBT

Beacon Financial Corporation

191 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+16
Holders Change %
+9.14%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
52
Reduced
76
Closed
11
Calls
$1.05M
Puts
$2K
Net Calls
+$1.04M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
126
Wells Fargo
California
$297K -$51.8K -1,898 -15%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$288K +$288K +10,563 New
SG Americas Securities
128
SG Americas Securities
New York
$273K +$273K +9,996 New
MOACM
129
Mutual of America Capital Management
New York
$249K +$31.8K +1,162 +15%
PFO
130
Pathstone Family Office
New Jersey
$246K +$246K +9,000 New
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$243K
PT
132
Plimoth Trust
Massachusetts
$240K
PAG
133
Private Advisor Group
New Jersey
$240K +$240K +8,797 New
ECM
134
ExodusPoint Capital Management
New York
$232K +$232K +8,482 New
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$229K -$75.7K -2,770 -25%
HSA
136
HBK Sorce Advisory
Pennsylvania
$224K +$224K +8,295 New
SFS
137
Strategic Financial Services
New York
$222K
JIC
138
Joel Isaacson & Co
New York
$214K +$214K +7,844 New
JSW
139
Journey Strategic Wealth
New Jersey
$202K +$202K +7,391 New
SAM
140
Shell Asset Management
Netherlands
$182K -$47.6K -1,741 -21%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$178K
TRCT
142
Tower Research Capital (TRC)
New York
$169K +$124K +4,568 +279%
Federated Hermes
143
Federated Hermes
Pennsylvania
$149K +$3.46K +127 +2%
US Bancorp
144
US Bancorp
Minnesota
$137K -$1.69K -62 -1%
CMF
145
Counterpoint Mutual Funds
California
$130K +$130K +4,775 New
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$124K -$12.7K -468 -9%
KBC Group
147
KBC Group
Belgium
$105K
AIP
148
Ameritas Investment Partners
Nebraska
$94K -$7.92K -291 -8%
TCOV
149
Trust Company of Vermont
Vermont
$82K
Lazard Asset Management
150
Lazard Asset Management
New York
$78K +$7.84K +290 +11%