BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

170 hedge funds and large institutions have $926M invested in Beacon Financial Corporation in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
75
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$77.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$20.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.64M
4
State Street
State Street
Massachusetts
+$6.74M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.48M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$4.94M
2
ECA
Endeavour Capital Advisors
Connecticut
-$4.74M
3
EVM
Eaton Vance Management
Massachusetts
-$3.61M
4
Goldman Sachs
Goldman Sachs
New York
-$3.31M
5
Morgan Stanley
Morgan Stanley
New York
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
151
AssetMark Inc
California
$45K +$250 +7 +0.6%
AIM
152
Acrospire Investment Management
Illinois
$36K -$79.4K -2,202 -69%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$35K +$27.5K +770 +368%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$34K – – –
PS
155
Portfolio Solutions
Michigan
$32K +$32K +890 New
First Manhattan
156
First Manhattan
New York
$27K – – –
HNB
157
Huntington National Bank
Ohio
$23K -$4.14K -117 -15%
GT
158
Glenmede Trust
Pennsylvania
$18K – – –
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$13K -$632 -18 -5%
AG
160
Advisor Group
Arizona
$12K – – –
KTC
161
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
PA
162
Parallel Advisors
California
$9K +$5.24K +146 +139%
LNB
163
Ledyard National Bank
$7K +$7K +200 New
ASN
164
Advisory Services Network
Georgia
$7K +$7K +200 New
FWM
165
Focused Wealth Management
New York
$4K – – –
HR
166
Howe & Rusling
New York
$2K -$273 -9 -12%
IA
167
IFP Advisors
Florida
$2K +$1.86K +55 +1,375%
FHA
168
First Horizon Advisors
Tennessee
$2K +$2K +69 New
CFG
169
Citizens Financial Group
Rhode Island
$1K -$400 -16 -29%
QCG
170
Quadrant Capital Group
Ohio
$1K +$1K +55 New
CIM
171
Calvert Investment Management
Maryland
– -$6.28M -170,357 Closed
Millennium Management
172
Millennium Management
New York
– -$4.94M -134,120 Closed
HSBC Holdings
173
HSBC Holdings
United Kingdom
– -$251K -6,810 Closed
ProShare Advisors
174
ProShare Advisors
Maryland
– -$215K -5,833 Closed
CT
175
Chicago Trust
Illinois
– -$208K -5,665 Closed
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