BBT

Beacon Financial Corporation

201 hedge funds and large institutions have $1.43B invested in Beacon Financial Corporation in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+17
Holders Change %
+9.24%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
61
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YWP
176
YorkBridge Wealth Partners
New York
$28K +$980 +24 +4%
AIS
177
AlphaOne Investment Services
Pennsylvania
$27K
GT
178
Glenmede Trust
Pennsylvania
$21K
ASN
179
Advisory Services Network
Georgia
$21K +$5.74K +141 +38%
First Manhattan
180
First Manhattan
New York
$18K -$12K -300 -40%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$18K +$18K +426 New
PCG
182
Private Capital Group
Connecticut
$15K
JA
183
JOYN Advisors
Georgia
$14K -$31.4K -756 -69%
KTC
184
Kistler-Tiffany Companies
Pennsylvania
$13K
CTC
185
Central Trust Company
Missouri
$11K -$821 -20 -7%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$11K +$5.26K +133 +92%
PA
187
Parallel Advisors
California
$10K
FHA
188
Flagship Harbor Advisors
Massachusetts
$10K +$10K +250 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$10K +$10K +253 New
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$9K
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$9K +$9K +227 New
LNB
192
Ledyard National Bank
$8K
IA
193
IFP Advisors
Florida
$6K -$38 -1 -0.6%
MOACM
194
Mutual of America Capital Management
New York
$5K +$5K +135 New
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$2.44K
QCG
196
Quadrant Capital Group
Ohio
$2K
HR
197
Howe & Rusling
New York
$2K
PHK
198
Point72 Hong Kong
Hong Kong
$2K +$2K +55 New
RCAG
199
Rehmann Capital Advisory Group
Michigan
$1.42K -$1.3K -32 -48%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +26 New