BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

186 hedge funds and large institutions have $921M invested in Beacon Financial Corporation in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-10
Holders Change %
-5.1%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
58
Reduced
62
Closed
43
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$270K

Top Buyers

1
BlackRock
BlackRock
New York
+$6.41M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.91M
3
Marshall Wace
Marshall Wace
United Kingdom
+$5.57M
4
Morgan Stanley
Morgan Stanley
New York
+$4.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.83M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$9.24M
2
FIM
Foresters Investment Management
New York
-$8.86M
3
SBCM
Schwerin Boyle Capital Management
Massachusetts
-$4.98M
4
EBIM
Eagle Boston Investment Management
Massachusetts
-$4.52M
5
State Street
State Street
Massachusetts
-$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$2K -$2.78K -146 -58%
CAM
177
Cresset Asset Management
Illinois
$2K +$2K +74 New
PCG
178
Private Capital Group
Connecticut
$1K -$6.78K -339 -87%
FRA
179
Front Row Advisors
California
$1K – – –
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +19 New
TWA
182
TCI Wealth Advisors
Arizona
$1K +$1K +38 New
PFBT
183
Parkside Financial Bank & Trust
Missouri
$1K +$1K +41 New
GT
184
Glenmede Trust
Pennsylvania
$19 +$19 +722 New
SBCM
185
Schwerin Boyle Capital Management
Massachusetts
– -$4.98M -122,400 Closed
Jacobs Levy Equity Management
186
Jacobs Levy Equity Management
New Jersey
– -$2.73M -66,957 Closed
DIA
187
Dana Investment Advisors
Wisconsin
– -$2.71M -66,507 Closed
Wellington Management Group
188
Wellington Management Group
Massachusetts
– -$2.14M -52,480 Closed
Axa
189
Axa
France
– -$1.46M -35,900 Closed
GWCM
190
Godshalk Welsh Capital Management
Pennsylvania
– -$1.33M -32,700 Closed
ECM
191
ETrade Capital Management
Virginia
– -$1.3M -31,964 Closed
AQR Capital Management
192
AQR Capital Management
Connecticut
– -$1.2M -29,581 Closed
JIC
193
Johnson Investment Counsel
Ohio
– -$993K -24,410 Closed
WI
194
WBI Investments
New Jersey
– -$461K -11,334 Closed
DCM
195
Dupont Capital Management
Delaware
– -$388K -9,531 Closed
MML Investors Services
196
MML Investors Services
Massachusetts
– -$343K -8,431 Closed
Los Angeles Capital Management
197
Los Angeles Capital Management
California
– -$332K -8,159 Closed
FA
198
FDx Advisors
Illinois
– -$321K -7,890 Closed
VF
199
Virtu Financial
New York
– -$312K -7,657 Closed
BFM
200
Boothbay Fund Management
New York
– -$289K -7,100 Closed
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