BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

161 hedge funds and large institutions have $639M invested in Beacon Financial Corporation in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
69
Reduced
45
Closed
14
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
+$17K

Top Buyers

1
O
1
OppenheimerFunds
New York
$10.1M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$7.41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.6M
4
EC
4
EJF Capital
Virginia
$2.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.46M

Top Sellers

1
AIM
1
Artemis Investment Management
United Kingdom
$0
2
HA
2
Heartland Advisors
Wisconsin
$0
3
IAM
3
Impax Asset Management
New Hampshire
$0
4
WCM
4
Wedge Capital Management
North Carolina
$1.71M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$214K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$71.4M 2,577,027 +88,829 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.6M 2,258,599 +100,054 +5%
JAM
3
Jacobs Asset Management
New York
$31.5M 1,136,324 +89,891 +9%
BIT
4
BlackRock Institutional Trust
California
$25.6M 922,224 +22,172 +2%
BFA
5
BlackRock Fund Advisors
California
$21.8M 786,216 +61,411 +8%
LSV Asset Management
6
LSV Asset Management
Illinois
$21.5M 776,121 +59,549 +8%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.7M 747,027 -19,699 -3%
FIM
8
Foresters Investment Management
New York
$19.4M 701,750 +2,000 +0.3%
RCAMU
9
Rothschild & Co Asset Management US
Connecticut
$19M 685,871 +25,839 +4%
State Street
10
State Street
Massachusetts
$18.6M 670,108 +18,451 +3%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$16.8M 606,161 +58,092 +11%
Northern Trust
12
Northern Trust
Illinois
$15.2M 547,657 +11,731 +2%
Millennium Management
13
Millennium Management
New York
$14.1M 509,738 +40,660 +9%
WHG
14
Westwood Holdings Group
Texas
$12M 431,764 +9,650 +2%
Prudential Financial
15
Prudential Financial
New Jersey
$11.5M 415,877 +21,030 +5%
KCM
16
Kennedy Capital Management
Missouri
$10.7M 384,840 +62,419 +19%
SFM
17
Systematic Financial Management
New Jersey
$10.6M 382,716 -14,101 -4%
O
18
OppenheimerFunds
New York
$10.1M 366,146 +366,146 New
EVM
19
Eaton Vance Management
Massachusetts
$9.44M 340,820 -145,966 -30%
Renaissance Technologies
20
Renaissance Technologies
New York
$8.5M 306,781 +14,900 +5%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$7.56M 272,884 +31,368 +13%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$7.41M 267,285 +160,555 +150%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.22M 260,591 +2,477 +1%
EBIM
24
Eagle Boston Investment Management
Massachusetts
$6.96M 251,040 +1,981 +0.8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$6.54M 235,921 -1,051 -0.4%
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