BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

128 hedge funds and large institutions have $489M invested in Beacon Financial Corporation in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
40
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Seawolf Capital
New York
+$4.67M
2
AIM
Artemis Investment Management
United Kingdom
+$3.81M
3
HAI
Hennessy Advisors Inc
California
+$2.8M
4
MPAM
Monarch Partners Asset Management
Massachusetts
+$2.71M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$7.32M
2
Ameriprise
Ameriprise
Minnesota
-$4.81M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.13M
4
AL
AJO LP
Pennsylvania
-$3.78M
5
SBH
Segall Bryant & Hamill
Illinois
-$2.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48M +$1.99M +74,637 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40M +$1.64M +61,414 +4%
JAM
3
Jacobs Asset Management
New York
$39.4M -$487K -18,249 -1%
HA
4
Heartland Advisors
Wisconsin
$32.2M -$51.4K -1,927 -0.2%
Artisan Partners
5
Artisan Partners
Wisconsin
$21.8M -$2.73M -102,571 -11%
BIT
6
BlackRock Institutional Trust
California
$20M -$161K -6,041 -0.8%
BFA
7
BlackRock Fund Advisors
California
$18.3M +$2.53M +94,772 +16%
FIM
8
Foresters Investment Management
New York
$15.5M +$42.7K +1,600 +0.3%
SFM
9
Systematic Financial Management
New Jersey
$13.8M -$640K -23,997 -4%
Northern Trust
10
Northern Trust
Illinois
$12.5M -$196K -7,360 -2%
Millennium Management
11
Millennium Management
New York
$12.4M +$2.04M +76,607 +20%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$12.3M -$1.62M -60,763 -12%
State Street
13
State Street
Massachusetts
$11.5M -$225K -8,423 -2%
LSV Asset Management
14
LSV Asset Management
Illinois
$10.8M +$1.48M +55,516 +16%
KCM
15
Kennedy Capital Management
Missouri
$9.02M +$92.2K +3,459 +1%
RA
16
Royce & Associates
New York
$8.78M -$133K -5,000 -1%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$8.38M +$68.6K +2,574 +0.8%
ECA
18
Endeavour Capital Advisors
Connecticut
$7.61M -$7.32M -274,582 -49%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.98M -$169K -6,336 -2%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$6.33M +$591K +22,180 +10%
AL
21
AJO LP
Pennsylvania
$5.28M -$3.78M -141,730 -42%
Ameriprise
22
Ameriprise
Minnesota
$5.08M -$4.81M -180,548 -49%
SC
23
Seawolf Capital
New York
$4.67M +$4.67M +175,325 New
IIM
24
Ironwood Investment Management
Massachusetts
$4.55M -$227K -8,506 -5%
SCM
25
Sterling Capital Management
North Carolina
$4.5M -$132K -4,955 -3%
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