BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

169 hedge funds and large institutions have $1.04B invested in Beacon Financial Corporation in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
36
Reduced
72
Closed
20
Calls
$895K
Puts
$1.22M
Net Calls
-$327K
Net Calls Change
-$1.88M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$41.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$39.4M
3
State Street
State Street
Massachusetts
+$4.48M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$3.44M
5
HF
HRT Financial
New York
+$2.44M

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$24.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$10.7M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$9.76M
5
KCM
Kennedy Capital Management
Missouri
-$9.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
151
Barrow, Hanley, Mewhinney & Strauss
Texas
$19K +$19K +722 New
CA
152
Centerpoint Advisors
Massachusetts
$13K – – –
Macquarie Group
153
Macquarie Group
Australia
$12K – – –
LC
154
Lindbrook Capital
California
$11K -$455 -17 -4%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$11K +$2.06K +75 +23%
Federated Hermes
156
Federated Hermes
Pennsylvania
$11K +$6.33K +245 +135%
MAM
157
Meeder Asset Management
Ohio
$10K – – –
TWA
158
TCI Wealth Advisors
Arizona
$8K – – –
CB
159
Community Bank
New York
$7K – – –
ST
160
Sageworth Trust
Pennsylvania
$5K – – –
First Manhattan
161
First Manhattan
New York
$4K -$2K -90 -33%
PA
162
Parallel Advisors
California
$3K -$128 -4 -4%
QCG
163
Quadrant Capital Group
Ohio
$3K -$86 -3 -3%
TFO
164
Tarbox Family Office
California
$3K – – –
BCA
165
Berman Capital Advisors
Georgia
$3K – – –
IA
166
IFP Advisors
Florida
$1K -$63 -1 -6%
FRA
167
Front Row Advisors
California
$1K – – –
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$36 – – –
FCM
169
FJ Capital Management
Virginia
– -$24.9M -910,000 Closed
Hotchkis & Wiley Capital Management
170
Hotchkis & Wiley Capital Management
California
– -$9.76M -355,981 Closed
PCM
171
Prelude Capital Management
New York
– -$2.04M -74,085 Closed
Russell Investments Group
172
Russell Investments Group
United Kingdom
– -$1.99M -72,696 Closed
TEE
173
Tibra Equities Europe
United Kingdom
– -$2.34M -69,246 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$899K -32,803 Closed
Connor, Clark & Lunn Investment Management (CC&L)
175
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$624K -22,771 Closed
4 5 6
7
8