BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

183 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
52
Reduced
67
Closed
13
Calls
$19K
Puts
$319K
Net Calls
-$300K
Net Calls Change
-$658K

Top Buyers

1
BCM
Bridgeway Capital Management
Texas
$14M
2
SVBP
Strategic Value Bank Partners
Ohio
$3.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.2M
4
DCM
Driehaus Capital Management
Illinois
$20.6M
5
State Street
State Street
Massachusetts
$68.2M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
$0
2
ACB
Aristotle Capital Boston
Massachusetts
$26.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
$48.6M
4
EC
EJF Capital
Virginia
$2.95M
5
Charles Schwab
Charles Schwab
California
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$38K +$18.2K +630 +92%
VCM
152
Versant Capital Management
Arizona
$37K -$175 -6 -0.5%
Lazard Asset Management
153
Lazard Asset Management
New York
$35K +$35K +1,236 New
UB
154
UMB Bank
Missouri
$31K – – –
ACM
155
Aquatic Capital Management
Illinois
$26K +$26K +900 New
GEA
156
Glen Eagle Advisors
New Jersey
$22.3K – – –
EBA
157
Eagle Bay Advisors
New York
$22K -$14.9K -513 -40%
WT
158
Whittier Trust
California
$17K – – –
Group One Trading
159
Group One Trading
Illinois
$14K +$14K +492 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$13K – – –
TWA
161
TCI Wealth Advisors
Arizona
$13K – – –
LC
162
Lindbrook Capital
California
$12K – – –
FPS
163
Fieldpoint Private Securities
Connecticut
$10K – – –
MAM
164
Meeder Asset Management
Ohio
$10K +$10K +346 New
PHK
165
Point72 Hong Kong
Hong Kong
$9K +$9K +297 New
CB
166
Community Bank
New York
$8K – – –
EWA
167
EverSource Wealth Advisors
Alabama
$7K – – –
GKIM
168
GW&K Investment Management
Massachusetts
$7K +$7K +245 New
First Manhattan
169
First Manhattan
New York
$5K – – –
Barrow, Hanley, Mewhinney & Strauss
170
Barrow, Hanley, Mewhinney & Strauss
Texas
$4K -$40.4K -1,395 -91%
TFO
171
Tarbox Family Office
California
$4K – – –
STCOSD
172
Sageworth Trust Company of South Dakota
South Dakota
$3K -$523 -19 -15%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$3K -$83 -3 -3%
GAM
174
Gemmer Asset Management
California
$3K – – –
QCG
175
Quadrant Capital Group
Ohio
$3K – – –
4 5 6
7
8