BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

172 hedge funds and large institutions have $726M invested in Beacon Financial Corporation in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
47
Reduced
70
Closed
12
Calls
$98K
Puts
$140K
Net Calls
-$42K
Net Calls Change
-$108K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$27.7M
2
Millennium Management
Millennium Management
New York
$3.21M
3
BCM
Bridgeway Capital Management
Texas
$3.86M
4
Renaissance Technologies
Renaissance Technologies
New York
$5.33M
5
SFM
Systematic Financial Management
New Jersey
$17.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$50.2M
2
State Street
State Street
Massachusetts
$40.6M
3
BlackRock
BlackRock
New York
$127M
4
Goldman Sachs
Goldman Sachs
New York
$11.2M
5
Invesco
Invesco
Georgia
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$127M -$3.41M -170,251 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$39.6K +1,974 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.2M -$3.99M -199,182 -7%
State Street
4
State Street
Massachusetts
$40.6M -$3.78M -188,703 -9%
CCMG
5
Clark Capital Management Group
Pennsylvania
$37.6M – – –
AllianceBernstein
6
AllianceBernstein
Tennessee
$34M -$630K -31,436 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$27.7M +$4.05M +201,948 +17%
Invesco
8
Invesco
Georgia
$22M -$2.55M -127,138 -10%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$20.8M -$41.3K -2,061 -0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.1M +$718K +35,805 +4%
SFM
11
Systematic Financial Management
New Jersey
$17.7M +$1.33M +66,122 +8%
Boston Partners
12
Boston Partners
Massachusetts
$12.8M -$447K -22,392 -3%
Goldman Sachs
13
Goldman Sachs
New York
$11.2M -$3.16M -157,598 -22%
Morgan Stanley
14
Morgan Stanley
New York
$11.2M -$285K -14,211 -2%
Northern Trust
15
Northern Trust
Illinois
$10.7M +$53.5K +2,667 +0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10M -$239K -11,906 -2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$8.95M -$1.65M -82,279 -16%
ACB
18
Aristotle Capital Boston
Massachusetts
$8.76M -$88.5K -4,414 -1%
HAM
19
HoldCo Asset Management
Florida
$8.05M – – –
American Century Companies
20
American Century Companies
Missouri
$7.97M +$1.07M +53,162 +15%
Charles Schwab
21
Charles Schwab
California
$7.12M +$191K +9,532 +3%
Norges Bank
22
Norges Bank
Norway
$6.92M -$761K -37,936 -10%
Renaissance Technologies
23
Renaissance Technologies
New York
$5.33M +$1.34M +67,021 +34%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.76M -$286K -14,277 -6%
Ameriprise
25
Ameriprise
Minnesota
$4.6M -$396K -19,769 -8%
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