BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

171 hedge funds and large institutions have $426M invested in Beacon Financial Corporation in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
68
Reduced
44
Closed
30
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
+$228K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$7.56M
2
FL
2
Fourthstone LLC
Missouri
$4.92M
3
BlackRock
3
BlackRock
New York
$77.1M
4
BCM
4
BHZ Capital Management
California
$3.93M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$3.67M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$998K
2
WHG
2
Westwood Holdings Group
Texas
$2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.04M
4
Invesco
4
Invesco
Georgia
$7.35M
5
HAM
5
Hillcrest Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
151
LS Investment Advisors
Michigan
$14K – – –
KPW
152
Kore Private Wealth
New York
$9K +$9K +850 New
GEA
153
Glen Eagle Advisors
New Jersey
$8.5K -$41.7K -3,785 -83%
GT
154
Glenmede Trust
Pennsylvania
$7K -$1.91K -210 -21%
APWM
155
Atlas Private Wealth Management
New York
$7K – – –
CA
156
Centerpoint Advisors
Massachusetts
$6K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
VCM
158
Versant Capital Management
Arizona
$3K -$1.68K -163 -36%
CB
159
Community Bank
New York
$3K – – –
First Manhattan
160
First Manhattan
New York
$3K – – –
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$3K +$3K +300 New
PA
162
Parallel Advisors
California
$3K +$3K +331 New
FHA
163
Flagship Harbor Advisors
Massachusetts
$2K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$2K +$1.47K +114 +278%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$2K +$1.75K +130 +684%
HIA
166
Harbor Investment Advisory
Maryland
$2K +$2K +188 New
MAM
167
Meeder Asset Management
Ohio
$1K -$6.98K -796 -87%
S
168
SignatureFD
Georgia
$1K +$607 +74 +154%
OPS
169
Orion Portfolio Solutions
Nebraska
$1K +$1K +89 New
CWC
170
Carolinas Wealth Consulting
North Carolina
$1K +$1K +120 New
HAM
171
Hillcrest Asset Management
Texas
– -$5M -336,665 Closed
EC
172
EJF Capital
Virginia
– -$2.53M -170,029 Closed
BGIM
173
Brandywine Global Investment Management
Pennsylvania
– -$1.73M -116,220 Closed
ZIG
174
Zurich Insurance Group
Switzerland
– -$1.57M -105,900 Closed
AIM
175
Aigen Investment Management
New York
– -$1.11M -74,519 Closed
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