BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

174 hedge funds and large institutions have $1.18B invested in Beacon Financial Corporation in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
78
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$24M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14.1M
3
Invesco
Invesco
Georgia
+$13.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$10.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.22M

Top Sellers

1
EC
EJF Capital
Virginia
-$10.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$10.2M
3
Goldman Sachs
Goldman Sachs
New York
-$4.03M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.9M
5
WHG
Westwood Holdings Group
Texas
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
151
First Manhattan
New York
$14K – – –
HNB
152
Huntington National Bank
Ohio
$11K – – –
KTC
153
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
CAW
154
Cornerstone Advisors (Washington)
Washington
$10K +$10K +311 New
SO
155
STRS Ohio
Ohio
$9K – – –
CB
156
Community Bank
New York
$8K – – –
PA
157
Parallel Advisors
California
$8K – – –
FHA
158
Flagship Harbor Advisors
Massachusetts
$7K – – –
Fidelity Investments
159
Fidelity Investments
Massachusetts
$7K +$7K +230 New
TFO
160
Tarbox Family Office
California
$5K +$5K +170 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
HGWM
162
Harvest Group Wealth Management
Massachusetts
$4K – – –
PAM
163
Panagora Asset Management
Massachusetts
$4K +$4K +112 New
HR
164
Howe & Rusling
New York
$3K -$270 -10 -8%
LC
165
Lindbrook Capital
California
$3K – – –
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$3K +$3K +108 New
PFBT
167
Parkside Financial Bank & Trust
Missouri
$2K +$1.04K +29 +107%
FANJ
168
Financial Architects (New Jersey)
New Jersey
$2K +$2K +48 New
FRA
169
Front Row Advisors
California
$1K – – –
TWA
170
TCI Wealth Advisors
Arizona
$1K – – –
S
171
SignatureFD
Georgia
$1K +$1K +40 New
GT
172
Glenmede Trust
Pennsylvania
$20 – – –
Massachusetts Financial Services
173
Massachusetts Financial Services
Massachusetts
– -$10.2M -373,843 Closed
Marshall Wace
174
Marshall Wace
United Kingdom
– -$3.9M -143,304 Closed
MSE
175
MUFG Securities EMEA
United Kingdom
– -$2.13M -78,100 Closed
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7
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