BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

179 hedge funds and large institutions have $823M invested in Beacon Financial Corporation in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
55
Reduced
63
Closed
13
Calls
$25K
Puts
$7K
Net Calls
+$18K
Net Calls Change
+$16K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$15.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$5.44M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$4.9M
4
KIM
4
Kestrel Investment Management
California
$3.19M
5
American Century Companies
5
American Century Companies
Missouri
$13.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$961K
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
HAM
3
HoldCo Asset Management
Florida
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$15.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$13.4K – – –
PH
152
Pinnacle Holdings
Oklahoma
$12.4K +$12.4K +540 New
QL
153
Quarry LP
New York
$11.7K +$11.7K +510 New
GKIM
154
GW&K Investment Management
Massachusetts
$10K – – –
First Manhattan
155
First Manhattan
New York
$9.86K – – –
Osaic Holdings
156
Osaic Holdings
Arizona
$9.21K +$2.32K +101 +34%
LC
157
Lindbrook Capital
California
$9.03K – – –
AAG
158
Armstrong Advisory Group
Massachusetts
$8.12K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$7.86K – – –
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$7.51K – – –
QCG
161
Quadrant Capital Group
Ohio
$6.79K – – –
CB
162
Community Bank
New York
$6.05K – – –
GI
163
GAMMA Investing
California
$4.74K +$3.05K +133 +180%
FFO
164
Fortitude Family Office
Arizona
$4.65K +$4.65K +203 New
EBA
165
Eagle Bay Advisors
New York
$4.62K +$1.29K +56 +39%
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$4.26K – – –
LFA
167
LGT Financial Advisors
Texas
$2.75K – – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$2.16K -$24.4K -1,065 -92%
PA
169
Parallel Advisors
California
$2.14K +$46 +2 +2%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1.65K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$1K +$727 +16 +267%
EWA
172
EverSource Wealth Advisors
Alabama
$895 – – –
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$711 – – –
FRA
174
Front Row Advisors
California
$462 +$462 +20 New
UB
175
UMB Bank
Missouri
$413 +$413 +18 New
4 5 6
7
8