BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

187 hedge funds and large institutions have $967M invested in Beacon Financial Corporation in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
60
Closed
16
Calls
$27K
Puts
$5K
Net Calls
+$22K
Net Calls Change
+$4K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$44.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$17.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.2M
5
Millennium Management
Millennium Management
New York
$8.07M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$18.5M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
LSV Asset Management
LSV Asset Management
Illinois
$11.5M
4
Verition Fund Management
Verition Fund Management
Connecticut
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
126
ProShare Advisors
Maryland
$241K +$241K +8,943 New
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$240K – – –
CANY
128
Caxton Associates (New York)
New York
$239K -$248K -9,195 -51%
HSA
129
HBK Sorce Advisory
Pennsylvania
$217K +$217K +8,068 New
Victory Capital Management
130
Victory Capital Management
Texas
$215K +$215K +7,981 New
Cerity Partners
131
Cerity Partners
New York
$212K +$212K +7,885 New
JIC
132
Joel Isaacson & Co
New York
$211K +$211K +7,844 New
Citadel Advisors
133
Citadel Advisors
Florida
$190K -$455K -16,895 -71%
Acadian Asset Management
134
Acadian Asset Management
Massachusetts
$185K -$613K -22,822 -77%
Amundi
135
Amundi
France
$184K +$27.1K +1,047 +17%
DJSG
136
D.J. St. Germain
Massachusetts
$164K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$151K -$7.51K -279 -5%
TRCT
138
Tower Research Capital (TRC)
New York
$140K -$377K -14,004 -73%
Federated Hermes
139
Federated Hermes
Pennsylvania
$118K -$5.66K -210 -5%
AIP
140
Ameritas Investment Partners
Nebraska
$118K – – –
SAM
141
Shell Asset Management
Netherlands
$94K +$94K +3,480 New
NC
142
nVerses Capital
Florida
$53.9K +$37.7K +1,400 +233%
KBC Group
143
KBC Group
Belgium
$49K – – –
PAS
144
Point72 Asia (Singapore)
Singapore
$33.5K +$33.5K +1,244 New
CFM
145
Catalyst Funds Management
Australia
$32.3K +$21.5K +800 +200%
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$30.7K – – –
FFA
147
Farther Finance Advisors
California
$27.5K +$81 +3 +0.3%
VCM
148
Versant Capital Management
Arizona
$25.8K – – –
TPCW
149
TD Private Client Wealth
New York
$21.4K – – –
GEA
150
Glen Eagle Advisors
New Jersey
$20.8K – – –
4 5
6
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