BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

187 hedge funds and large institutions have $967M invested in Beacon Financial Corporation in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
60
Closed
16
Calls
$27K
Puts
$5K
Net Calls
+$22K
Net Calls Change
+$4K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$44.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$17.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.2M
5
Millennium Management
5
Millennium Management
New York
$8.07M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$18.5M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$19.6K – – –
BTI
152
Blue Trust Inc
Georgia
$18.9K +$388 +17 +2%
NECFA
153
New England Capital Financial Advisors
Connecticut
$16K – – –
PH
154
Pinnacle Holdings
Oklahoma
$14.5K – – –
QL
155
Quarry LP
New York
$14.3K +$8.67K +322 +153%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$12K +$7.4K +270 +161%
GKIM
157
GW&K Investment Management
Massachusetts
$11K – – –
GI
158
GAMMA Investing
California
$10.8K +$2.91K +108 +37%
LC
159
Lindbrook Capital
California
$10.6K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$9.99K +$458 +17 +5%
Mitsubishi UFJ Trust & Banking
161
Mitsubishi UFJ Trust & Banking
Japan
$9.96K -$291K -10,811 -97%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$8.81K – – –
AAG
163
Armstrong Advisory Group
Massachusetts
$8.81K – – –
QCG
164
Quadrant Capital Group
Ohio
$7.97K – – –
SAM
165
Smartleaf Asset Management
Massachusetts
$7.78K +$1.52K +57 +24%
PD
166
Point72 (DIFC)
United Arab Emirates
$4.92K +$4.92K +183 New
SCM
167
Sterling Capital Management
North Carolina
$4.09K +$4.09K +152 New
LFA
168
LGT Financial Advisors
Texas
$3.23K – – –
EBA
169
Eagle Bay Advisors
New York
$2.93K -$569 -21 -16%
Russell Investments Group
170
Russell Investments Group
United Kingdom
$2.59K +$1.02K +38 +66%
UB
171
UMB Bank
Missouri
$2.59K +$1.29K +48 +100%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$2.5K +$565 +21 +29%
PA
173
Parallel Advisors
California
$2.42K -$889 -33 -27%
PFBT
174
Parkside Financial Bank & Trust
Missouri
$1.75K – – –
RIL
175
Rothschild Investment LLC
Illinois
$1.62K +$1.08K +40 +200%
5 6
7
8 9