BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

181 hedge funds and large institutions have $934M invested in Beacon Financial Corporation in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+1
Holders Change %
+0.56%
% 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
29
Increased
46
Reduced
65
Closed
27
Calls
$38K
Puts
$13K
Net Calls
+$25K
Net Calls Change
-$1.15M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$22.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$21.1M
3
Bank of America
Bank of America
North Carolina
+$5.41M
4
Millennium Management
Millennium Management
New York
+$4.54M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.85M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$32.7M
2
Goldman Sachs
Goldman Sachs
New York
-$8.73M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.6M
4
DCM
Driehaus Capital Management
Illinois
-$4M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$29.5K – – –
First Manhattan
152
First Manhattan
New York
$28.3K – – –
EBA
153
Eagle Bay Advisors
New York
$24.7K -$3.63K -145 -13%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$22.7K +$8.02K +320 +55%
GEA
155
Glen Eagle Advisors
New Jersey
$19.3K – – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
WT
157
Whittier Trust
California
$14.6K – – –
NECFA
158
New England Capital Financial Advisors
Connecticut
$14.5K +$50 +2 +0.3%
Osaic Holdings
159
Osaic Holdings
Arizona
$12.8K -$15.5K -617 -55%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$11K – – –
MIM
161
Macroview Investment Management
Maryland
$10.7K +$10.7K +428 New
TPCW
162
TD Private Client Wealth
New York
$10.6K +$10.6K +423 New
BTI
163
Blue Trust Inc
Georgia
$10K – – –
LC
164
Lindbrook Capital
California
$9.87K – – –
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$8.65K – – –
AAG
166
Armstrong Advisory Group
Massachusetts
$8.2K – – –
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$8K -$48K -2,000 -86%
TWA
168
TCI Wealth Advisors
Arizona
$7.14K – – –
CB
169
Community Bank
New York
$6.61K – – –
NFSG
170
Newbridge Financial Services Group
Florida
$6.27K +$6.27K +250 New
GKIM
171
GW&K Investment Management
Massachusetts
$6K – – –
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$3.05K -$505 -20,140 -14%
QCG
173
Quadrant Capital Group
Ohio
$2.56K – – –
PA
174
Parallel Advisors
California
$2.26K – – –
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$1.58K +$1.58K +63 New
5 6
7
8 9