BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Beacon Financial Corporation in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
68
Reduced
55
Closed
11
Calls
$34K
Puts
$9K
Net Calls
+$25K
Net Calls Change
+$3K

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$29.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$27.5M
3
ECM
3
ExodusPoint Capital Management
New York
$14.7M
4
BAM
4
Bayview Asset Management
Florida
$9.33M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$7.68M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$29.9M
3
BlackRock
3
BlackRock
New York
$176M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$30.9M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$30.8K +$3.53K +124 +13%
FFA
177
Farther Finance Advisors
California
$29.1K – – –
BTI
178
Blue Trust Inc
Georgia
$24.8K +$1.14K +40 +5%
TPCW
179
TD Private Client Wealth
New York
$24.2K +$1.62K +57 +7%
Point72 Asset Management
180
Point72 Asset Management
Connecticut
$24K +$24K +845 New
GEA
181
Glen Eagle Advisors
New Jersey
$21.9K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$21K +$8.31K +287 +66%
WT
183
Whittier Trust
California
$20.7K – – –
NECFA
184
New England Capital Financial Advisors
Connecticut
$17K +$114 +4 +0.7%
MAM
185
Meeder Asset Management
Ohio
$16.9K +$16.9K +595 New
PH
186
Pinnacle Holdings
Oklahoma
$15.4K – – –
GI
187
GAMMA Investing
California
$14.2K +$2.84K +100 +25%
RS
188
R Squared
Hong Kong
$14.2K +$14.2K +500 New
GKIM
189
GW&K Investment Management
Massachusetts
$12K – – –
LC
190
Lindbrook Capital
California
$11.2K – – –
Mitsubishi UFJ Trust & Banking
191
Mitsubishi UFJ Trust & Banking
Japan
$10.5K – – –
FHA
192
First Horizon Advisors
Tennessee
$10.3K +$10.3K +363 New
AAG
193
Armstrong Advisory Group
Massachusetts
$9.3K – – –
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$9.24K – – –
QCG
195
Quadrant Capital Group
Ohio
$8.42K – – –
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$5.43K -$5.12K -180 -49%
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$3.75K +$1.11K +39 +42%
LFA
198
LGT Financial Advisors
Texas
$3.41K – – –
EBA
199
Eagle Bay Advisors
New York
$3.07K – – –
UB
200
UMB Bank
Missouri
$2.73K – – –
5 6 7
8
9