BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

178 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
48
Reduced
62
Closed
17
Calls
$588K
Puts
$230K
Net Calls
+$358K
Net Calls Change
+$685K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$9.65M
3
Invesco
3
Invesco
Georgia
$32.9M
4
EC
4
EJF Capital
Virginia
$6.57M
5
DCM
5
Driehaus Capital Management
Illinois
$18.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$65.3M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.9M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$40.4M
4
BCM
4
Bridgeway Capital Management
Texas
$9.3M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
151
Glen Eagle Advisors
New Jersey
$21.9K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$20K -$176K -6,052 -90%
WT
153
Whittier Trust
California
$17K +$17K +583 New
Macquarie Group
154
Macquarie Group
Australia
$13K – – –
Federated Hermes
155
Federated Hermes
Pennsylvania
$13K +$693 +24 +6%
TWA
156
TCI Wealth Advisors
Arizona
$13K +$4.73K +163 +57%
LC
157
Lindbrook Capital
California
$12K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$12K +$1.04K +38 +10%
FPS
159
Fieldpoint Private Securities
Connecticut
$10K -$14.5K -485 -59%
FHA
160
First Horizon Advisors
Tennessee
$9K +$9K +331 New
CB
161
Community Bank
New York
$8K – – –
EWA
162
EverSource Wealth Advisors
Alabama
$7K +$7K +246 New
First Manhattan
163
First Manhattan
New York
$5K – – –
STCOSD
164
Sageworth Trust Company of South Dakota
South Dakota
$4K +$4K +128 New
PA
165
Parallel Advisors
California
$3K – – –
TFO
166
Tarbox Family Office
California
$3K – – –
QCG
167
Quadrant Capital Group
Ohio
$3K – – –
GAM
168
Gemmer Asset Management
California
$3K +$3K +111 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +112 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$2K +$2K +59 New
ST
171
Sageworth Trust
Pennsylvania
$1K -$3.38K -135 -77%
IA
172
IFP Advisors
Florida
$1K – – –
FRA
173
Front Row Advisors
California
$1K – – –
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$710 +$9 +316 +1%
ACM
175
Absolute Capital Management
Pennsylvania
$313 +$313 +11 New
4 5 6
7
8