BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

178 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
48
Reduced
62
Closed
17
Calls
$588K
Puts
$230K
Net Calls
+$358K
Net Calls Change
+$685K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$9.65M
3
Invesco
3
Invesco
Georgia
$32.9M
4
EC
4
EJF Capital
Virginia
$6.57M
5
DCM
5
Driehaus Capital Management
Illinois
$18.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$65.3M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.9M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$40.4M
4
BCM
4
Bridgeway Capital Management
Texas
$9.3M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$204M 7,167,441 -75,247 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M 5,202,346 +30,266 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$78.9M 2,775,007 -119,647 -4%
State Street
4
State Street
Massachusetts
$65.3M 2,296,484 -196,360 -8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$52.5M 1,847,465 +115,104 +7%
HAM
6
HoldCo Asset Management
Florida
$47.6M 1,672,679 – –
William Blair Investment Management
7
William Blair Investment Management
Illinois
$40.4M 1,422,218 -119,269 -8%
Invesco
8
Invesco
Georgia
$32.9M 1,157,369 +208,895 +22%
ACB
9
Aristotle Capital Boston
Massachusetts
$32.4M 1,139,329 -28,001 -2%
Goldman Sachs
10
Goldman Sachs
New York
$30.6M 1,077,583 +929,200 +626%
CCMG
11
Clark Capital Management Group
Pennsylvania
$28.8M 1,011,704 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.5M 862,191 -18,078 -2%
SFM
13
Systematic Financial Management
New Jersey
$22.7M 798,731 -37,968 -5%
DCM
14
Driehaus Capital Management
Illinois
$18.4M 647,147 +119,647 +23%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17.3M 609,326 -66,171 -10%
Northern Trust
16
Northern Trust
Illinois
$17.3M 608,463 -8,105 -1%
Norges Bank
17
Norges Bank
Norway
$13.6M 479,003 – –
Charles Schwab
18
Charles Schwab
California
$13.2M 463,712 +3,640 +0.8%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$12.7M 446,440 -63,179 -12%
Ameriprise
20
Ameriprise
Minnesota
$11.9M 419,503 +39,749 +10%
PPA
21
Parametric Portfolio Associates
Washington
$9.99M 351,242 -22,653 -6%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$9.65M 339,340 +339,340 New
BCM
23
Bridgeway Capital Management
Texas
$9.3M 327,111 -103,900 -24%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.22M 324,207 -79,765 -20%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$7.52M 264,365 -18,529 -7%
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