BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

172 hedge funds and large institutions have $726M invested in Beacon Financial Corporation in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
47
Reduced
70
Closed
12
Calls
$98K
Puts
$140K
Net Calls
-$42K
Net Calls Change
-$108K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.05M
2
Millennium Management
Millennium Management
New York
+$2.23M
3
BCM
Bridgeway Capital Management
Texas
+$1.47M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.34M
5
SFM
Systematic Financial Management
New Jersey
+$1.33M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.99M
2
State Street
State Street
Massachusetts
-$3.78M
3
BlackRock
BlackRock
New York
-$3.41M
4
Goldman Sachs
Goldman Sachs
New York
-$3.16M
5
Invesco
Invesco
Georgia
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
151
New England Capital Financial Advisors
Connecticut
$11.7K +$60 +3 +0.5%
WT
152
Whittier Trust
California
$11.7K – – –
LC
153
Lindbrook Capital
California
$7.9K – – –
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$7.84K +$7.84K +391 New
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$6.92K – – –
AAG
156
Armstrong Advisory Group
Massachusetts
$6.56K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$6.52K -$1.12K -56 -15%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$6.52K – – –
CB
159
Community Bank
New York
$5.29K – – –
PVH
160
Psagot Value Holdings
Israel
$5K -$2.45K -119 -33%
GKIM
161
GW&K Investment Management
Massachusetts
$5K – – –
QCG
162
Quadrant Capital Group
Ohio
$4.79K +$541 +27 +13%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$3.73K +$3.73K +186 New
PA
164
Parallel Advisors
California
$2.45K +$643 +32 +36%
LFA
165
LGT Financial Advisors
Texas
$2.41K +$2.41K +120 New
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$1.44K +$1.44K +72 New
EWA
167
EverSource Wealth Advisors
Alabama
$842 -$942 -47 -53%
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$622 – – –
FRA
169
Front Row Advisors
California
$401 – – –
HNB
170
Huntington National Bank
Ohio
$20 – – –
TI
171
Trexquant Investment
Connecticut
– -$1.2M -58,018 Closed
BGIM
172
Brandywine Global Investment Management
Pennsylvania
– -$1.17M -56,582 Closed
BRWA
173
B. Riley Wealth Advisors
Florida
– -$509K -24,556 Closed
GCM
174
Graham Capital Management
Connecticut
– -$251K -12,084 Closed
YIH
175
Y-Intercept (HK)
Hong Kong
– -$230K -11,116 Closed
4 5 6
7
8