BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

181 hedge funds and large institutions have $934M invested in Beacon Financial Corporation in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+1
Holders Change %
+0.56%
% 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
29
Increased
46
Reduced
65
Closed
27
Calls
$38K
Puts
$13K
Net Calls
+$25K
Net Calls Change
-$1.15M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$22.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$21.1M
3
Bank of America
Bank of America
North Carolina
+$5.41M
4
Millennium Management
Millennium Management
New York
+$4.54M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.85M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$32.7M
2
Goldman Sachs
Goldman Sachs
New York
-$8.73M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.6M
4
DCM
Driehaus Capital Management
Illinois
-$4M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
176
Sageworth Trust
Pennsylvania
$1K – – –
FRA
177
Front Row Advisors
California
$1K – – –
STCOSD
178
Sageworth Trust Company of South Dakota
South Dakota
$852 – – –
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$777 – – –
BIA
180
Bell Investment Advisors
California
$677 – – –
HNB
181
Huntington National Bank
Ohio
$25 – – –
William Blair Investment Management
182
William Blair Investment Management
Illinois
– -$32.7M -1,093,928 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.97M -66,000 Closed
PCM
184
Prelude Capital Management
New York
– -$972K -32,520 Closed
Jennison Associates
185
Jennison Associates
New York
– -$908K -30,384 Closed
NYLIM
186
New York Life Investment Management
New York
– -$585K -19,581 Closed
Stifel Financial
187
Stifel Financial
Missouri
– -$556K -18,586 Closed
ACM
188
Acrisure Capital Management
Texas
– -$443K -14,826 Closed
Natixis Advisors
189
Natixis Advisors
Massachusetts
– -$352K -11,756 Closed
ECM
190
Everence Capital Management
Indiana
– -$328 -10,970 Closed
CCIA
191
Campbell & Co Investment Adviser
Maryland
– -$310K -10,382 Closed
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
– -$290K -9,700 Closed
PFO
193
Pathstone Family Office
New Jersey
– -$272K -9,097 Closed
PT
194
Plimoth Trust
Massachusetts
– -$236K -7,899 Closed
JIC
195
Joel Isaacson & Co
New York
– -$235K -7,844 Closed
API
196
Advisor Partners II
California
– -$230K -7,705 Closed
ProShare Advisors
197
ProShare Advisors
Maryland
– -$206K -6,899 Closed
JSW
198
Journey Strategic Wealth
New Jersey
– -$205K -6,857 Closed
SWA
199
Sutton Wealth Advisors
Florida
– -$61K -2,040 Closed
TWP
200
TFO Wealth Partners
Ohio
– -$287K -928 Closed
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