BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

175 hedge funds and large institutions have $913M invested in Beacon Financial Corporation in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 81 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-8
Holders Change %
-4.37%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
39
Reduced
81
Closed
25
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
+$300K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$12.3M
2
Morgan Stanley
Morgan Stanley
New York
+$9.13M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$5.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.94M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.51M

Top Sellers

1
HAM
HoldCo Asset Management
Florida
-$31.6M
2
ACB
Aristotle Capital Boston
Massachusetts
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$5.37M
4
BlackRock
BlackRock
New York
-$4.35M
5
PI
Putnam Investments
Massachusetts
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +600 New
WT
152
Whittier Trust
California
$14K – – –
Macquarie Group
153
Macquarie Group
Australia
$11K – – –
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$11K – – –
LC
155
Lindbrook Capital
California
$10K -$173 -7 -2%
MAM
156
Meeder Asset Management
Ohio
$9K +$848 +36 +10%
TWA
157
TCI Wealth Advisors
Arizona
$7K -$4K -163 -36%
CB
158
Community Bank
New York
$7K – – –
GKIM
159
GW&K Investment Management
Massachusetts
$6K – – –
EWA
160
EverSource Wealth Advisors
Alabama
$6K – – –
Robeco Institutional Asset Management
161
Robeco Institutional Asset Management
Netherlands
$6K +$6K +245 New
FPS
162
Fieldpoint Private Securities
Connecticut
$5K -$2.98K -125 -37%
First Manhattan
163
First Manhattan
New York
$4K – – –
Bessemer Group
164
Bessemer Group
New Jersey
$4K +$4K +154 New
QCG
165
Quadrant Capital Group
Ohio
$3K -$29 -1 -1%
Barrow, Hanley, Mewhinney & Strauss
166
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K – – –
PA
167
Parallel Advisors
California
$2K -$43 -2 -2%
WWM
168
Wagner Wealth Management
South Carolina
$2K +$2K +100 New
STCOSD
169
Sageworth Trust Company of South Dakota
South Dakota
$1K -$982 -54 -50%
IA
170
IFP Advisors
Florida
$1K – – –
ST
171
Sageworth Trust
Pennsylvania
$1K – – –
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$261 -$550 -21,598 -68%
PI
173
Putnam Investments
Massachusetts
– -$3.14M -108,242 Closed
EC
174
EJF Capital
Virginia
– -$2.95M -101,870 Closed
HAI
175
Hennessy Advisors Inc
California
– -$2.17M -75,000 Closed
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