BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Beacon Financial Corporation in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
68
Reduced
55
Closed
11
Calls
$34K
Puts
$9K
Net Calls
+$25K
Net Calls Change
+$3K

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$29.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$27.5M
3
ECM
3
ExodusPoint Capital Management
New York
$14.7M
4
BAM
4
Bayview Asset Management
Florida
$9.33M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$7.68M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$29.9M
3
BlackRock
3
BlackRock
New York
$176M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$30.9M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
151
Caxton Associates (New York)
New York
$253K – – –
AG
152
Algert Global
California
$237K +$237K +8,327 New
BFG
153
Bleakley Financial Group
New Jersey
$237K -$17.9K -629 -7%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$235K -$70.8K -2,490 -23%
HSA
155
HBK Sorce Advisory
Pennsylvania
$229K – – –
JIC
156
Joel Isaacson & Co
New York
$223K – – –
Victory Capital Management
157
Victory Capital Management
Texas
$223K -$3.92K -138 -2%
Man Group
158
Man Group
United Kingdom
$216K +$216K +7,595 New
PT
159
Plimoth Trust
Massachusetts
$204K +$204K +7,184 New
Squarepoint
160
Squarepoint
New York
$203K -$209K -7,363 -51%
DJSG
161
D.J. St. Germain
Massachusetts
$170K -$2.9K -102 -2%
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
$151K -$44.4K -1,565 -23%
Federated Hermes
163
Federated Hermes
Pennsylvania
$125K – – –
AIP
164
Ameritas Investment Partners
Nebraska
$125K – – –
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$117K -$42.6K -1,500 -27%
TRCT
166
Tower Research Capital (TRC)
New York
$107K -$40.7K -1,432 -28%
SAM
167
Shell Asset Management
Netherlands
$99K – – –
KBC Group
168
KBC Group
Belgium
$82K +$30K +1,051 +58%
Osaic Holdings
169
Osaic Holdings
Arizona
$64.4K +$64.4K +2,265 New
Russell Investments Group
170
Russell Investments Group
United Kingdom
$64.4K +$61.7K +2,169 +2,259%
SCM
171
Sterling Capital Management
North Carolina
$39.1K +$34.8K +1,224 +805%
QL
172
Quarry LP
New York
$36.7K +$21.6K +759 +143%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$32.2K – – –
Simplex Trading
174
Simplex Trading
Illinois
$32K +$32K +1,128 New
SAM
175
Smartleaf Asset Management
Massachusetts
$31.4K +$23.2K +821 +282%
5 6
7
8 9