BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

123 hedge funds and large institutions have $485M invested in Beacon Financial Corporation in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
47
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$8.74M
2
EBIM
Eagle Boston Investment Management
Massachusetts
$14M
3
FIM
Foresters Investment Management
New York
$14.7M
4
SCM
Sterling Capital Management
North Carolina
$6.83M
5
JAM
Jacobs Asset Management
New York
$37.8M

Top Sellers

1
ICOM
Investment Counselors of Maryland
Maryland
$9.78M
2
GT
Glenmede Trust
Pennsylvania
$14K
3
RHJA
Rice Hall James & Associates
California
$0
4
RA
Royce & Associates
New York
$14.8M
5
AC
Amici Capital
New York
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$45.8M +$342K +12,547 +0.8%
JAM
2
Jacobs Asset Management
New York
$37.8M +$1.2M +43,878 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.1M +$934K +34,243 +3%
HA
4
Heartland Advisors
Wisconsin
$33.7M – – –
Artisan Partners
5
Artisan Partners
Wisconsin
$21.9M -$632K -23,160 -3%
BIT
6
BlackRock Institutional Trust
California
$20.8M +$123K +4,511 +0.6%
BFA
7
BlackRock Fund Advisors
California
$19M -$588K -21,552 -3%
SFM
8
Systematic Financial Management
New Jersey
$16.8M -$611K -22,410 -4%
RA
9
Royce & Associates
New York
$14.8M -$2.05M -75,000 -12%
FIM
10
Foresters Investment Management
New York
$14.7M +$1.55M +56,800 +12%
Northern Trust
11
Northern Trust
Illinois
$14.4M +$489K +17,936 +4%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$14M +$2.71M +99,199 +24%
ECA
13
Endeavour Capital Advisors
Connecticut
$12.4M -$91.2K -3,346 -0.7%
State Street
14
State Street
Massachusetts
$12.2M +$41.9K +1,535 +0.3%
ICOM
15
Investment Counselors of Maryland
Maryland
$9.78M -$4.71M -172,700 -33%
BMCMI
16
Bryn Mawr Capital Management Inc
Pennsylvania
$8.74M +$7.79M +285,717 +820%
Ameriprise
17
Ameriprise
Minnesota
$8.66M -$568K -20,832 -6%
LSV Asset Management
18
LSV Asset Management
Illinois
$8.34M -$412K -15,117 -5%
CWAM
19
Columbia Wanger Asset Management
Illinois
$8.33M – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.5M +$427K +15,638 +6%
KCM
21
Kennedy Capital Management
Missouri
$7.04M +$641K +23,496 +10%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$6.93M -$348K -12,763 -5%
SCM
23
Sterling Capital Management
North Carolina
$6.83M +$1.45M +53,300 +27%
SAM
24
Skyline Asset Management
Illinois
$6.79M -$38.2K -1,400 -0.6%
IIM
25
Ironwood Investment Management
Massachusetts
$6.33M +$324K +11,895 +5%
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