BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

173 hedge funds and large institutions have $914M invested in Beacon Financial Corporation in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
55
Reduced
68
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.82M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.3M
4
American Century Companies
4
American Century Companies
Missouri
$12.1M
5
State Street
5
State Street
Massachusetts
$52.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.84M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$37.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
151
Blue Trust Inc
Georgia
$17K -$4.59K -233 -21%
NECFA
152
New England Capital Financial Advisors
Connecticut
$14.6K +$74 +3 +0.5%
WT
153
Whittier Trust
California
$14.5K – – –
First Manhattan
154
First Manhattan
New York
$10.7K -$17.4K -700 -62%
GKIM
155
GW&K Investment Management
Massachusetts
$10K +$4.1K +170 +69%
LC
156
Lindbrook Capital
California
$9.78K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$8.52K +$447 +18 +6%
AAG
158
Armstrong Advisory Group
Massachusetts
$8.12K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$8.07K – – –
Osaic Holdings
160
Osaic Holdings
Arizona
$7.47K -$21K -847 -74%
QCG
161
Quadrant Capital Group
Ohio
$7.35K +$1.42K +57 +24%
CB
162
Community Bank
New York
$6.55K – – –
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$4.48K – – –
EBA
164
Eagle Bay Advisors
New York
$3.58K -$18.9K -763 -84%
LFA
165
LGT Financial Advisors
Texas
$2.98K – – –
PA
166
Parallel Advisors
California
$2.27K -$772 -31 -25%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$1.79K – – –
GI
168
GAMMA Investing
California
$1.78K +$1.78K +74 New
EWA
169
EverSource Wealth Advisors
Alabama
$1.04K – – –
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$770 – – –
HNB
171
Huntington National Bank
Ohio
$25 – – –
First Trust Advisors
172
First Trust Advisors
Illinois
– -$2.28M -113,766 Closed
CSS
173
Cubist Systematic Strategies
Connecticut
– -$2.23M -111,292 Closed
Assenagon Asset Management
174
Assenagon Asset Management
Luxembourg
– -$1.15M -57,166 Closed
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
– -$1.01M -50,487 Closed
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