BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

180 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 25 closing their positions.

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
70
Closed
25
Calls
$1.19M
Puts
$12K
Net Calls
+$1.17M
Net Calls Change
+$131K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$20M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$33.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$33.6M
4
LPL Financial
4
LPL Financial
California
$6.28M
5
American Century Companies
5
American Century Companies
Missouri
$6.34M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$32.7M
2
BlackRock
2
BlackRock
New York
$194M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Invesco
5
Invesco
Georgia
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
176
Everence Capital Management
Indiana
$328 10,970 -3,680 -25%
FGAM
177
Financial Gravity Asset Management
Texas
$312 30 +30 New
HNB
178
Huntington National Bank
Ohio
$30 1 +1 New
Hotchkis & Wiley Capital Management
179
Hotchkis & Wiley Capital Management
California
– – -246,330 Closed
BCM
180
Bridgeway Capital Management
Texas
– – -229,611 Closed
UBS AM
181
UBS AM
Illinois
– – -66,726 Closed
ZCM
182
Ziegler Capital Management
Illinois
– – -54,451 Closed
Voloridge Investment Management
183
Voloridge Investment Management
Florida
– – -43,447 Closed
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
– – -20,842 Closed
BCM
185
BHZ Capital Management
California
– – -18,285 Closed
OSAM
186
O'Shaughnessy Asset Management
Connecticut
– – -14,053 Closed
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
– – -12,887 Closed
Jane Street
188
Jane Street
New York
– – -11,543 Closed
Verition Fund Management
189
Verition Fund Management
Connecticut
– – -11,272 Closed
PAG
190
Private Advisor Group
New Jersey
– – -8,797 Closed
ECM
191
ExodusPoint Capital Management
New York
– – -8,482 Closed
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
– – -8,381 Closed
SFS
193
Strategic Financial Services
New York
– – -8,146 Closed
CMF
194
Counterpoint Mutual Funds
California
– – -4,775 Closed
EIP
195
Ellis Investment Partners
Pennsylvania
– – -2,231 Closed
PHK
196
Point72 Hong Kong
Hong Kong
– – -1,374 Closed
MAM
197
Meeder Asset Management
Ohio
– – -455 Closed
Robeco Institutional Asset Management
198
Robeco Institutional Asset Management
Netherlands
– – -154 Closed
Bessemer Group
199
Bessemer Group
New Jersey
– – -154 Closed
Barrow, Hanley, Mewhinney & Strauss
200
Barrow, Hanley, Mewhinney & Strauss
Texas
– – -118 Closed
5 6 7
8
9