BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

195 hedge funds and large institutions have $1.14B invested in Beacon Financial Corporation in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+16
Holders Change %
+8.94%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
64
Reduced
66
Closed
17
Calls
$7K
Puts
$355K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$20.9M
2
WHG
2
Westwood Holdings Group
Texas
$25.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$124M
4
Deutsche Bank
4
Deutsche Bank
Germany
$11.4M
5
State Street
5
State Street
Massachusetts
$46.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.79M
2
HHC
2
Hutchin Hill Capital
New York
$9.79M
3
AL
3
AJO LP
Pennsylvania
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$34.9M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
151
Intrust Bank
Kansas
$212K +$212K +5,786 New
GVT
152
Genesee Valley Trust
New York
$207K -$7.95K -217 -4%
PH
153
Pinnacle Holdings
Oklahoma
$190K – – –
US Bancorp
154
US Bancorp
Minnesota
$168K +$5.09K +139 +3%
Canada Life
155
Canada Life
Manitoba, Canada
$159K – – –
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$147K +$20.7K +564 +16%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$132K -$179K -4,891 -58%
IAM
158
Integre Asset Management
New York
$131K +$131K +3,586 New
AIP
159
Ameritas Investment Partners
Nebraska
$125K +$10.4K +283 +9%
RFC
160
Regions Financial Corp
Alabama
$125K +$125K +3,418 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$116K +$81.5K +2,222 +236%
LS
162
Livforsakringsbolaget Skandia
Sweden
$106K – – –
AG
163
Advisor Group
Arizona
$105K +$89.2K +2,442 +564%
PG
164
PEAK6 Group
Illinois
$91K +$91K +2,477 New
CMBA
165
C.M. Bidwell & Associates
Hawaii
$80K – – –
CA
166
Centerpoint Advisors
Massachusetts
$73K +$73K +1,995 New
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$57K +$29.9K +808 +111%
CB
168
Community Bank
New York
$51K – – –
PS
169
Portfolio Solutions
Michigan
$33K – – –
AWM
170
Aevitas Wealth Management
Massachusetts
$31K +$31K +850 New
PGA
171
Premia Global Advisors
Florida
$30K +$30K +837 New
First Manhattan
172
First Manhattan
New York
$27K – – –
AIS
173
AlphaOne Investment Services
Pennsylvania
$25K – – –
BTIS
174
BB&T Investment Services
North Carolina
$24K +$24K +659 New
HNB
175
Huntington National Bank
Ohio
$23K – – –
5 6
7
8 9