BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

181 hedge funds and large institutions have $934M invested in Beacon Financial Corporation in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+1
Holders Change %
+0.56%
% 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
29
Increased
46
Reduced
65
Closed
27
Calls
$38K
Puts
$13K
Net Calls
+$25K
Net Calls Change
-$1.15M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$22.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$21.1M
3
Bank of America
Bank of America
North Carolina
+$5.41M
4
Millennium Management
Millennium Management
New York
+$4.54M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.85M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$32.7M
2
Goldman Sachs
Goldman Sachs
New York
-$8.73M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.6M
4
DCM
Driehaus Capital Management
Illinois
-$4M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$236K -$18.9K -753 -7%
MOACM
127
Mutual of America Capital Management
New York
$229K -$7.57K -302 -3%
HSA
128
HBK Sorce Advisory
Pennsylvania
$223K -$193K -7,683 -46%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$223K – – –
PAG
130
Private Advisor Group
New Jersey
$222K +$222K +8,854 New
Squarepoint
131
Squarepoint
New York
$217K -$510K -20,355 -70%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$192K +$43.6K +1,741 +29%
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$171K +$171K +6,835 New
Point72 Asset Management
134
Point72 Asset Management
Connecticut
$155K +$155K +6,169 New
Amundi
135
Amundi
France
$147K +$147K +6,127 New
SAM
136
Shell Asset Management
Netherlands
$137K -$477 -19 -0.3%
BAM
137
Belpointe Asset Management
Nevada
$137K +$13.2K +525 +11%
Federated Hermes
138
Federated Hermes
Pennsylvania
$135K -$100 -4 -0.1%
US Bancorp
139
US Bancorp
Minnesota
$124K -$2.13K -85 -2%
KBC Group
140
KBC Group
Belgium
$97K – – –
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$90.4K +$2.61K +104 +3%
AIP
142
Ameritas Investment Partners
Nebraska
$86.5K – – –
TCOV
143
Trust Company of Vermont
Vermont
$74.9K -$301 -12 -0.4%
PMEF
144
Point72 Middle East FZE
United Arab Emirates
$67.6K -$32.5K -1,297 -32%
TRCT
145
Tower Research Capital (TRC)
New York
$63K +$47.4K +1,910 +304%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$61.9K -$6.37K -254 -9%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$56.9K +$56.9K +2,271 New
QL
148
Quarry LP
New York
$56.5K +$56.5K +2,255 New
PH
149
Pinnacle Holdings
Oklahoma
$52.1K – – –
Lazard Asset Management
150
Lazard Asset Management
New York
$40K – – –
4 5
6
7 8