BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

168 hedge funds and large institutions have $602M invested in Beacon Financial Corporation in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
54
Reduced
54
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$22.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.1M
3
WHG
Westwood Holdings Group
Texas
+$4.72M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$4.14M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.59M

Top Sellers

1
EC
EJF Capital
Virginia
-$2.4M
2
Millennium Management
Millennium Management
New York
-$2.16M
3
MSL
Mackay Shields LLC
New York
-$1.72M
4
ACB
Aristotle Capital Boston
Massachusetts
-$1.71M
5
BlackRock
BlackRock
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$99.8M -$1.52M -102,610 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.7M +$1.52M +102,050 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.7M -$717K -48,233 -1%
Victory Capital Management
4
Victory Capital Management
Texas
$37.4M +$19.1M +1,287,762 +105%
State Street
5
State Street
Massachusetts
$23.9M +$1.37M +92,135 +6%
CCMG
6
Clark Capital Management Group
Pennsylvania
$22.5M +$22.5M +1,511,268 New
WHG
7
Westwood Holdings Group
Texas
$19.1M +$4.72M +317,505 +33%
LSV Asset Management
8
LSV Asset Management
Illinois
$18.2M -$343K -23,100 -2%
Invesco
9
Invesco
Georgia
$17.4M +$1.21M +81,104 +7%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$17.3M +$39.6K +2,663 +0.2%
ACB
11
Aristotle Capital Boston
Massachusetts
$12.8M -$1.71M -115,305 -12%
Northern Trust
12
Northern Trust
Illinois
$12M -$370K -24,870 -3%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M -$1.47M -99,196 -12%
SFM
14
Systematic Financial Management
New Jersey
$10.2M +$187K +12,587 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$10.1M +$2.59M +174,000 +35%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$9.58M -$423K -28,440 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$9.32M +$847K +57,036 +10%
Norges Bank
18
Norges Bank
Norway
$8.31M – – –
JAM
19
Jacobs Asset Management
New York
$7M -$1.2M -80,874 -15%
Prudential Financial
20
Prudential Financial
New Jersey
$5.86M -$250K -16,817 -4%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.21M +$170K +11,410 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.14M -$199K -13,392 -4%
FP
23
Foundry Partners
Minnesota
$5.09M +$806K +54,240 +19%
HAM
24
Hillcrest Asset Management
Texas
$5M +$32.7K +2,200 +0.7%
Charles Schwab
25
Charles Schwab
California
$4.41M +$393K +26,421 +10%
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