BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

180 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 25 closing their positions.

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
70
Closed
25
Calls
$1.19M
Puts
$12K
Net Calls
+$1.17M
Net Calls Change
+$131K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$20M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$33.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$33.6M
4
LPL Financial
4
LPL Financial
California
$6.28M
5
American Century Companies
5
American Century Companies
Missouri
$6.34M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$32.7M
2
BlackRock
2
BlackRock
New York
$194M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Invesco
5
Invesco
Georgia
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
API
126
Advisor Partners II
California
$230K 7,705 +7,705 New
ProShare Advisors
127
ProShare Advisors
Maryland
$206K 6,899 +6,899 New
JSW
128
Journey Strategic Wealth
New Jersey
$205K 6,857 -534 -7%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$178K 5,939 -565 -9%
SAM
130
Shell Asset Management
Netherlands
$164K 5,472 -1,183 -18%
Federated Hermes
131
Federated Hermes
Pennsylvania
$161K 5,378 -89 -2%
US Bancorp
132
US Bancorp
Minnesota
$150K 5,020 – –
BAM
133
Belpointe Asset Management
Nevada
$148K 4,935 +4,935 New
PMEF
134
Point72 Middle East FZE
United Arab Emirates
$119K 3,994 +3,994 New
KBC Group
135
KBC Group
Belgium
$115K 3,857 – –
Allspring Global Investments
136
Allspring Global Investments
North Carolina
$105K 3,502 -1,057 -23%
AIP
137
Ameritas Investment Partners
Nebraska
$98.8K 3,453 – –
Dimensional Fund Advisors
138
Dimensional Fund Advisors
Texas
$94K 3,144,534 +66,766 +2%
TCOV
139
Trust Company of Vermont
Vermont
$89.7K 3,000 – –
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$81.4K 2,724 – –
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$70K 2,333 – –
PH
142
Pinnacle Holdings
Oklahoma
$62.1K 2,077 – –
SWA
143
Sutton Wealth Advisors
Florida
$61K 2,040 – –
Lazard Asset Management
144
Lazard Asset Management
New York
$48K 1,627 -1,258 -44%
VCM
145
Versant Capital Management
Arizona
$35.2K 1,177 – –
Osaic Holdings
146
Osaic Holdings
Arizona
$34K 1,126 -13 -1%
First Manhattan
147
First Manhattan
New York
$33.8K 1,130 +250 +28%
EBA
148
Eagle Bay Advisors
New York
$33.8K 1,129 +174 +18%
GEA
149
Glen Eagle Advisors
New Jersey
$23.1K 771 – –
TRCT
150
Tower Research Capital (TRC)
New York
$18K 628 -5,579 -90%
4 5
6
7 8