BBT

Beacon Financial Corporation

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
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
Parallel Advisors
California
$2.56K
EWA
202
EverSource Wealth Advisors
Alabama
$2.36K +$1.17K +41 +98%
RIL
203
Rothschild Investment LLC
Illinois
$1.99K +$284 +10 +17%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$1.85K
MG
205
Mather Group
Illinois
$1.42K
AAP
206
Arax Advisory Partners
Colorado
$1.08K +$910 +32 +533%
Bessemer Group
207
Bessemer Group
New Jersey
$1K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$881
BSB
209
Bangor Savings Bank
Maine
$711 +$711 +25 New
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$398
LFG
211
Larson Financial Group
Missouri
$227
HNB
212
Huntington National Bank
Ohio
$28
IA
213
IFP Advisors
Florida
$28 +$28 +1 New
CCMG
214
Clark Capital Management Group
Pennsylvania
-$18.5M -688,622 Closed
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
-$2.78M -103,112 Closed
ETC
216
Exchange Traded Concepts
Oklahoma
-$298K -11,058 Closed
Cerity Partners
217
Cerity Partners
New York
-$212K -7,885 Closed
NC
218
nVerses Capital
Florida
-$53.9K -2,000 Closed
PAS
219
Point72 Asia (Singapore)
Singapore
-$33.5K -1,244 Closed
CFM
220
Catalyst Funds Management
Australia
-$32.3K -1,200 Closed
PD
221
Point72 (DIFC)
United Arab Emirates
-$4.92K -183 Closed
CPA
222
Capital Performance Advisors
California
-$1.29K -48 Closed
RTC
223
Riverview Trust Company
Washington
-$808 -30 Closed
MFG
224
Mendota Financial Group
Wisconsin
-$162 -6 Closed