BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

180 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 25 closing their positions.

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
70
Closed
25
Calls
$1.19M
Puts
$12K
Net Calls
+$1.17M
Net Calls Change
+$131K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$20M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$33.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$33.6M
4
LPL Financial
4
LPL Financial
California
$6.28M
5
American Century Companies
5
American Century Companies
Missouri
$6.34M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$32.7M
2
BlackRock
2
BlackRock
New York
$194M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Invesco
5
Invesco
Georgia
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
151
Aquatic Capital Management
Illinois
$18K 600 +600 New
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$17.9K 600 – –
PFBT
153
Parkside Financial Bank & Trust
Missouri
$17.5K 584 +580 +14,500%
WT
154
Whittier Trust
California
$17.4K 583 – –
NECFA
155
New England Capital Financial Advisors
Connecticut
$16.4K 578 +578 New
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$13.1K 438 – –
LC
157
Lindbrook Capital
California
$11.8K 394 – –
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$10.3K 345 +345 New
CAL
159
Capital Analysts LLC
Pennsylvania
$10K 349 – –
AAG
160
Armstrong Advisory Group
Massachusetts
$9.78K 327 +327 New
BTI
161
Blue Trust Inc
Georgia
$9K 340 +340 New
TWA
162
TCI Wealth Advisors
Arizona
$8.52K 285 – –
CB
163
Community Bank
New York
$7.89K 264 – –
EWA
164
EverSource Wealth Advisors
Alabama
$7.37K 246 – –
GKIM
165
GW&K Investment Management
Massachusetts
$7K 245 – –
QCG
166
Quadrant Capital Group
Ohio
$3.05K 102 – –
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$3K 88 +3 +4%
PA
168
Parallel Advisors
California
$2.69K 90 – –
ST
169
Sageworth Trust
Pennsylvania
$1K 40 – –
IA
170
IFP Advisors
Florida
$1K 16 – –
FRA
171
Front Row Advisors
California
$1K 20 – –
STCOSD
172
Sageworth Trust Company of South Dakota
South Dakota
$1K 34 – –
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$927 31 – –
GRP
174
Global Retirement Partners
California
$867 29 – –
BIA
175
Bell Investment Advisors
California
$807 27 +27 New
5 6
7
8 9