BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

171 hedge funds and large institutions have $759M invested in Beacon Financial Corporation in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
59
Closed
30
Calls
$118K
Puts
$52K
Net Calls
+$66K
Net Calls Change
+$41K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$4.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$3.47M
3
BCM
Bridgeway Capital Management
Texas
+$2.47M
4
EF
Empowered Funds
Pennsylvania
+$1.95M
5
State Street
State Street
Massachusetts
+$1.49M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$12.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.49M
4
Millennium Management
Millennium Management
New York
-$3.41M
5
Bank of America
Bank of America
North Carolina
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
151
Blue Trust Inc
Georgia
$12K +$3.5K +140 +41%
Osaic Holdings
152
Osaic Holdings
Arizona
$11.9K +$1.37K +66 +13%
LC
153
Lindbrook Capital
California
$8.17K – – –
PVH
154
Psagot Value Holdings
Israel
$8K +$8K +362 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$7.9K -$1.18K -57 -13%
CSPIA
156
Cary Street Partners Investment Advisory
Virginia
$7.15K – – –
AAG
157
Armstrong Advisory Group
Massachusetts
$6.78K – – –
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$6.74K -$166 -8 -2%
QT
159
Quantbot Technologies
New York
$6.22K +$6.22K +300 New
CB
160
Community Bank
New York
$5.47K – – –
GKIM
161
GW&K Investment Management
Massachusetts
$5K – – –
QCG
162
Quadrant Capital Group
Ohio
$4.4K +$2.28K +110 +108%
PA
163
Parallel Advisors
California
$1.87K – – –
EWA
164
EverSource Wealth Advisors
Alabama
$1.85K +$1.85K +89 New
Bessemer Group
165
Bessemer Group
New Jersey
$1K +$1K +55 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +58 New
FCAG
167
First Capital Advisors Group
New Jersey
$705 +$705 +34 New
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$643 – – –
HNB
169
Huntington National Bank
Ohio
$21 – – –
DCM
170
Driehaus Capital Management
Illinois
– -$12.8M -510,004 Closed
ADIM
171
Alpha DNA Investment Management
Maryland
– -$1.02M -40,646 Closed
E
172
Ergoteles
New York
– -$955K -38,100 Closed
GCP
173
GSA Capital Partners
United Kingdom
– -$604K -24,104 Closed
VA
174
Verdad Advisers
Massachusetts
– -$601K -24,000 Closed
EPCA
175
Elizabeth Park Capital Advisors
Ohio
– -$572K -22,807 Closed
4 5 6
7
8