BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

196 hedge funds and large institutions have $1.4B invested in Beacon Financial Corporation in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
60
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$19.5M
2
Invesco
Invesco
Georgia
+$11.7M
3
State Street
State Street
Massachusetts
+$11.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.24M
5
Principal Financial Group
Principal Financial Group
Iowa
+$5.16M

Top Sellers

1
TA
Teachers Advisors
New York
-$13.2M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$9.81M
3
ECA
Endeavour Capital Advisors
Connecticut
-$9.59M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$9.07M
5
CAM
ClariVest Asset Management
California
-$6.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
Advisor Group
Arizona
$165K +$55.3K +1,353 +50%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$149K -$59.9K -1,472 -29%
RFC
153
Regions Financial Corp
Alabama
$139K – – –
AIP
154
Ameritas Investment Partners
Nebraska
$139K – – –
LS
155
Livforsakringsbolaget Skandia
Sweden
$118K – – –
MYIA
156
Mount Yale Investment Advisors
Colorado
$104K +$715 +21 +0.7%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$90K – – –
CA
158
Centerpoint Advisors
Massachusetts
$81K – – –
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$72K -$4.31K -106 -6%
FHB
160
First Hawaiian Bank
Hawaii
$70K +$70K +1,729 New
TRCT
161
Tower Research Capital (TRC)
New York
$64K +$64K +1,566 New
CB
162
Community Bank
New York
$57K – – –
HNB
163
Huntington National Bank
Ohio
$45K -$3.55K -87 -7%
LIA
164
LS Investment Advisors
Michigan
$45K – – –
TF
165
Tompkins Financial
New York
$41K – – –
AWM
166
Aevitas Wealth Management
Massachusetts
$35K – – –
MOACM
167
Mutual of America Capital Management
New York
$31K +$25.6K +637 +472%
AIS
168
AlphaOne Investment Services
Pennsylvania
$27K – – –
YWP
169
YorkBridge Wealth Partners
New York
$27K +$39 +1 +0.1%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$25K +$8.07K +203 +48%
ASN
171
Advisory Services Network
Georgia
$21K – – –
First Manhattan
172
First Manhattan
New York
$18K – – –
PCG
173
Private Capital Group
Connecticut
$15K – – –
KTC
174
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
SO
175
STRS Ohio
Ohio
$12K -$664K -16,600 -98%
5 6
7
8 9