BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

183 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
52
Reduced
67
Closed
13
Calls
$19K
Puts
$319K
Net Calls
-$300K
Net Calls Change
-$658K

Top Buyers

1
BCM
1
Bridgeway Capital Management
Texas
$14M
2
SVBP
2
Strategic Value Bank Partners
Ohio
$3.36M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.2M
4
DCM
4
Driehaus Capital Management
Illinois
$20.6M
5
State Street
5
State Street
Massachusetts
$68.2M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
ACB
2
Aristotle Capital Boston
Massachusetts
$26.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$48.6M
4
EC
4
EJF Capital
Virginia
$2.95M
5
Charles Schwab
5
Charles Schwab
California
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$207M 7,136,214 -31,227 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M 5,253,783 +51,437 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$81.7M 2,820,311 +45,304 +2%
State Street
4
State Street
Massachusetts
$68.2M 2,352,989 +56,505 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$48.6M 1,678,067 -169,398 -9%
HAM
6
HoldCo Asset Management
Florida
$48.5M 1,673,202 +523 +0%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$40.7M 1,404,526 -17,692 -1%
Invesco
8
Invesco
Georgia
$34.1M 1,177,585 +20,216 +2%
CCMG
9
Clark Capital Management Group
Pennsylvania
$29.3M 1,011,704 – –
Goldman Sachs
10
Goldman Sachs
New York
$28.7M 991,360 -86,223 -8%
ACB
11
Aristotle Capital Boston
Massachusetts
$26.8M 925,877 -213,452 -19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.5M 846,077 -16,114 -2%
SFM
13
Systematic Financial Management
New Jersey
$22.7M 784,522 -14,209 -2%
DCM
14
Driehaus Capital Management
Illinois
$20.6M 709,828 +62,681 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17.5M 602,367 -6,959 -1%
Northern Trust
16
Northern Trust
Illinois
$16.9M 584,689 -23,774 -4%
BCM
17
Bridgeway Capital Management
Texas
$14M 481,811 +154,700 +47%
Norges Bank
18
Norges Bank
Norway
$13.9M 479,003 – –
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$12.7M 429,366 -17,074 -4%
Ameriprise
20
Ameriprise
Minnesota
$12.1M 416,042 -3,461 -0.8%
Charles Schwab
21
Charles Schwab
California
$10.3M 354,331 -109,381 -24%
PPA
22
Parametric Portfolio Associates
Washington
$10.2M 353,117 +1,875 +0.5%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$10.1M 347,320 +7,980 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.31M 321,495 -2,712 -0.8%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$7.23M 249,368 -14,997 -6%
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