BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

173 hedge funds and large institutions have $914M invested in Beacon Financial Corporation in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
55
Reduced
68
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.82M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.3M
4
American Century Companies
4
American Century Companies
Missouri
$12.1M
5
State Street
5
State Street
Massachusetts
$52.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.84M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$37.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$157M 6,338,165 -5,725 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M 5,025,964 -53,416 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.7M 2,525,556 +20,328 +0.8%
State Street
4
State Street
Massachusetts
$52.3M 2,107,096 +82,304 +4%
CCMG
5
Clark Capital Management Group
Pennsylvania
$44.5M 1,790,767 -84,261 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$37.9M 1,525,265 -168,276 -10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$35.4M 1,426,599 +43,822 +3%
Invesco
8
Invesco
Georgia
$29.2M 1,174,361 +76,626 +7%
Morgan Stanley
9
Morgan Stanley
New York
$28.8M 1,159,058 +602,210 +108%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$27.6M 1,113,323 +75,277 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23M 925,738 +23,648 +3%
SFM
12
Systematic Financial Management
New Jersey
$21.7M 875,112 -7,161 -0.8%
Boston Partners
13
Boston Partners
Massachusetts
$15.3M 618,161 -22,473 -4%
Northern Trust
14
Northern Trust
Illinois
$13.4M 540,380 +6,552 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13M 525,082 +24,473 +5%
American Century Companies
16
American Century Companies
Missouri
$12.1M 486,078 +88,499 +22%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$10.8M 433,471 -13,005 -3%
ACB
18
Aristotle Capital Boston
Massachusetts
$10.7M 430,814 -6,032 -1%
HAM
19
HoldCo Asset Management
Florida
$9.97M 401,695 – –
Charles Schwab
20
Charles Schwab
California
$8.99M 361,890 +6,624 +2%
Norges Bank
21
Norges Bank
Norway
$7.96M 320,703 -24,546 -7%
LSV Asset Management
22
LSV Asset Management
Illinois
$7.82M 314,951 +279,071 +778%
Ameriprise
23
Ameriprise
Minnesota
$5.65M 227,604 -1,774 -0.8%
BCM
24
Bridgeway Capital Management
Texas
$5.65M 227,392 +35,088 +18%
Renaissance Technologies
25
Renaissance Technologies
New York
$5.59M 225,000 -40,921 -15%
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