BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

173 hedge funds and large institutions have $914M invested in Beacon Financial Corporation in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
55
Reduced
68
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.82M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.3M
4
American Century Companies
4
American Century Companies
Missouri
$12.1M
5
State Street
5
State Street
Massachusetts
$52.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.84M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$37.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
126
Teton Advisors
New York
$240K +$240K +9,660 New
AIM
127
Aigen Investment Management
New York
$236K -$197K -7,943 -46%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$230K -$501K -20,170 -69%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$221K – – –
Victory Capital Management
130
Victory Capital Management
Texas
$219K +$219K +8,839 New
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$217K +$217K +8,743 New
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$206K +$206K +8,284 New
ProShare Advisors
133
ProShare Advisors
Maryland
$202K +$202K +8,151 New
EC
134
Elequin Capital
New York
$173K +$27.6K +1,113 +19%
DJSG
135
D.J. St. Germain
Massachusetts
$172K +$2.78K +112 +2%
SG Americas Securities
136
SG Americas Securities
New York
$151K -$445K -17,916 -75%
Amundi
137
Amundi
France
$136K +$286 +12 +0.2%
Federated Hermes
138
Federated Hermes
Pennsylvania
$130K -$74 -3 -0.1%
AIP
139
Ameritas Investment Partners
Nebraska
$109K – – –
SAM
140
Shell Asset Management
Netherlands
$102K -$31.1K -1,246 -23%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$92.1K +$2.73K +110 +3%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$61.3K – – –
ACM
143
Aquatic Capital Management
Illinois
$60K -$15K -600 -20%
KBC Group
144
KBC Group
Belgium
$45K – – –
PFBT
145
Parkside Financial Bank & Trust
Missouri
$28.8K +$2.26K +91 +9%
FFA
146
Farther Finance Advisors
California
$25.2K +$25.2K +1,015 New
VCM
147
Versant Capital Management
Arizona
$23.8K -$4.42K -178 -16%
GEA
148
Glen Eagle Advisors
New Jersey
$19.1K – – –
TPCW
149
TD Private Client Wealth
New York
$18.7K – – –
TCOV
150
Trust Company of Vermont
Vermont
$18.5K – – –
4 5
6
7 8