BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

191 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+16
Holders Change %
+9.14%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
52
Reduced
76
Closed
11
Calls
$1.05M
Puts
$2K
Net Calls
+$1.04M
Net Calls Change
+$1.04M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$21.5M
2
Invesco
Invesco
Georgia
$36.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$84M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$13.4M
5
American Century Companies
American Century Companies
Missouri
$2.4M

Top Sellers

1
BCM
Bridgeway Capital Management
Texas
$6.27M
2
BlackRock
BlackRock
New York
$184M
3
Verition Fund Management
Verition Fund Management
Connecticut
$308K
4
State Street
State Street
Massachusetts
$57.4M
5
BCM
BHZ Capital Management
California
$499K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
176
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K -$508 -20 -14%
QCG
177
Quadrant Capital Group
Ohio
$3K -$59 -2 -2%
WWM
178
Wagner Wealth Management
South Carolina
$3K – – –
PA
179
Parallel Advisors
California
$2K -$44 -2 -2%
MFT
180
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +72 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +85 New
STCOSD
182
Sageworth Trust Company of South Dakota
South Dakota
$1K -$618 -21 -38%
ST
183
Sageworth Trust
Pennsylvania
$1K – – –
IA
184
IFP Advisors
Florida
$1K – – –
GRP
185
Global Retirement Partners
California
$1K +$379 +11 +61%
FRA
186
Front Row Advisors
California
$1K +$1K +20 New
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +31 New
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$286 -$15 -517 -5%
SIM
189
SummerHaven Investment Management
Connecticut
– -$785K -31,683 Closed
PP
190
PDT Partners
New York
– -$701K -28,310 Closed
CCIA
191
Campbell & Co Investment Adviser
Maryland
– -$574K -23,165 Closed
Los Angeles Capital Management
192
Los Angeles Capital Management
California
– -$454K -18,319 Closed
TI
193
Trexquant Investment
Connecticut
– -$443K -17,879 Closed
EGM
194
Engineers Gate Manager
New York
– -$325K -13,128 Closed
Janus Henderson Group
195
Janus Henderson Group
United Kingdom
– -$255K -10,285 Closed
MFS
196
Mirabella Financial Services
United Kingdom
– -$246K -9,920 Closed
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
– -$122K -4,939 Closed
UB
198
UMB Bank
Missouri
– -$26K -1,053 Closed
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