BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

180 hedge funds and large institutions have $1B invested in Beacon Financial Corporation in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 25 closing their positions.

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
70
Closed
25
Calls
$1.19M
Puts
$12K
Net Calls
+$1.17M
Net Calls Change
+$131K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$20M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$33.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$33.6M
4
LPL Financial
4
LPL Financial
California
$6.28M
5
American Century Companies
5
American Century Companies
Missouri
$6.34M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$32.7M
2
BlackRock
2
BlackRock
New York
$194M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Invesco
5
Invesco
Georgia
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$194M 6,490,805 -240,943 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M 5,246,761 +12,462 +0.2%
State Street
3
State Street
Massachusetts
$60.6M 2,027,694 -73,621 -4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$49.4M 1,653,470 +13,547 +0.8%
Invesco
5
Invesco
Georgia
$35.5M 1,187,887 -150,251 -11%
Goldman Sachs
6
Goldman Sachs
New York
$33.6M 1,124,670 +316,973 +39%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$33.4M 1,117,467 +330,821 +42%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$32.7M 1,093,928 -245,350 -18%
CCMG
9
Clark Capital Management Group
Pennsylvania
$30.2M 1,011,704 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.2M 809,191 +18,451 +2%
SFM
11
Systematic Financial Management
New Jersey
$23.4M 782,585 -15,926 -2%
DCM
12
Driehaus Capital Management
Illinois
$20M 669,663 -76,578 -10%
Boston Partners
13
Boston Partners
Massachusetts
$20M 666,463 +645,129 +3,024%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$18.4M 616,336 +34,230 +6%
Morgan Stanley
15
Morgan Stanley
New York
$17.2M 576,710 +30,945 +6%
Northern Trust
16
Northern Trust
Illinois
$16.2M 542,701 +4,399 +0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$16.2M 540,746 -21,445 -4%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$14.1M 470,086 -21,596 -4%
ACB
19
Aristotle Capital Boston
Massachusetts
$12.7M 424,871 -11,506 -3%
HAM
20
HoldCo Asset Management
Florida
$11.9M 398,923 – –
Norges Bank
21
Norges Bank
Norway
$11.8M 394,957 -49,900 -11%
Ameriprise
22
Ameriprise
Minnesota
$10.5M 351,651 -65,013 -16%
Charles Schwab
23
Charles Schwab
California
$10.1M 336,266 +2,702 +0.8%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.22M 274,981 -7,177 -3%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$6.9M 230,751 +716 +0.3%
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