BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

195 hedge funds and large institutions have $1.14B invested in Beacon Financial Corporation in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+16
Holders Change %
+8.94%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
64
Reduced
66
Closed
17
Calls
$7K
Puts
$355K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$20.9M
2
WHG
2
Westwood Holdings Group
Texas
$25.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$124M
4
Deutsche Bank
4
Deutsche Bank
Germany
$11.4M
5
State Street
5
State Street
Massachusetts
$46.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.79M
2
HHC
2
Hutchin Hill Capital
New York
$9.79M
3
AL
3
AJO LP
Pennsylvania
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$34.9M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$22K -$325 -9 -1%
YWP
177
YorkBridge Wealth Partners
New York
$21K +$21K +568 New
GT
178
Glenmede Trust
Pennsylvania
$19K – – –
MCM
179
Manchester Capital Management
Vermont
$14K +$14K +396 New
DVM
180
Dreman Value Management
Florida
$13K -$169K -4,677 -93%
KTC
181
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
RWA
182
Ropes Wealth Advisors
Massachusetts
$12K – – –
PA
183
Parallel Advisors
California
$9K – – –
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +228 New
LNB
185
Ledyard National Bank
$7K – – –
ASN
186
Advisory Services Network
Georgia
$7K – – –
PHK
187
Point72 Hong Kong
Hong Kong
$6K +$6K +156 New
IA
188
IFP Advisors
Florida
$6K +$6K +159 New
MAM
189
Meeder Asset Management
Ohio
$5K -$6.09K -168 -55%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +127 New
HR
191
Howe & Rusling
New York
$2K – – –
QCG
192
Quadrant Capital Group
Ohio
$2K – – –
FRA
193
Front Row Advisors
California
$1K +$1K +20 New
STA
194
Summit Trail Advisors
New York
$1K +$1K +33 New
PCG
195
Private Capital Group
Connecticut
$14 +$14 +389 New
AL
196
AJO LP
Pennsylvania
– -$7.31M -188,695 Closed
NFA
197
Nationwide Fund Advisors
Ohio
– -$3.56M -91,751 Closed
MAM
198
Martingale Asset Management
Massachusetts
– -$3M -77,307 Closed
WI
199
WBI Investments
New Jersey
– -$2.98M -76,767 Closed
SCA
200
Secor Capital Advisors
New York
– -$2.46M -63,493 Closed
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