BBT

Beacon Financial Corporation

171 hedge funds and large institutions have $759M invested in Beacon Financial Corporation in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
59
Closed
30
Calls
$118K
Puts
$52K
Net Calls
+$66K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
176
AE Wealth Management
Kansas
-$535K -21,339 Closed
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
-$519K -20,730 Closed
CIM
178
Cambria Investment Management
California
-$491K -19,604 Closed
TCBWMS
179
Texas Capital Bank Wealth Management Services
Texas
-$413K -16,500 Closed
Victory Capital Management
180
Victory Capital Management
Texas
-$383K -15,303 Closed
Arrowstreet Capital
181
Arrowstreet Capital
Massachusetts
-$331K -13,203 Closed
QC
182
Quantedge Capital
Singapore
-$311K -12,400 Closed
TCM
183
Teza Capital Management
Illinois
-$250K -9,967 Closed
SG Americas Securities
184
SG Americas Securities
New York
-$236K -9,412 Closed
MOACM
185
Mutual of America Capital Management
New York
-$229K -9,135 Closed
HSA
186
HBK Sorce Advisory
Pennsylvania
-$223K -8,907 Closed
PAG
187
Private Advisor Group
New Jersey
-$222K -8,854 Closed
Squarepoint
188
Squarepoint
New York
-$217K -8,650 Closed
Robeco Institutional Asset Management
189
Robeco Institutional Asset Management
Netherlands
-$171K -6,835 Closed
BAM
190
Belpointe Asset Management
Nevada
-$137K -5,460 Closed
Russell Investments Group
191
Russell Investments Group
United Kingdom
-$56.9K -2,271 Closed
Cerity Partners
192
Cerity Partners
New York
-$552K -587 Closed
MIM
193
Macroview Investment Management
Maryland
-$10.7K -428 Closed
TWA
194
TCI Wealth Advisors
Arizona
-$7.14K -285 Closed
NFSG
195
Newbridge Financial Services Group
Florida
-$6.27K -250 Closed
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
-$1.58K -63 Closed
ST
197
Sageworth Trust
Pennsylvania
-$1K -40 Closed
STCOSD
198
Sageworth Trust Company of South Dakota
South Dakota
-$852 -34 Closed
BIA
199
Bell Investment Advisors
California
-$677 -27 Closed