BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

179 hedge funds and large institutions have $823M invested in Beacon Financial Corporation in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 13 closing their positions.

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
55
Reduced
63
Closed
13
Calls
$25K
Puts
$7K
Net Calls
+$18K
Net Calls Change
+$16K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$15.6M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$5.44M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$4.9M
4
KIM
4
Kestrel Investment Management
California
$3.19M
5
American Century Companies
5
American Century Companies
Missouri
$13.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$961K
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
HAM
3
HoldCo Asset Management
Florida
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$15.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$37.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$147M 6,415,128 +76,963 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M 5,015,687 -10,277 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.5M 2,596,150 +70,594 +3%
State Street
4
State Street
Massachusetts
$49M 2,119,225 +12,129 +0.6%
CCMG
5
Clark Capital Management Group
Pennsylvania
$37.9M 1,655,001 -135,766 -8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$34M 1,485,009 -40,256 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$31.1M 1,355,507 -71,092 -5%
Invesco
8
Invesco
Georgia
$27.4M 1,193,932 +19,571 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$21.6M 940,245 +14,507 +2%
SFM
10
Systematic Financial Management
New Jersey
$19.8M 861,939 -13,173 -2%
Morgan Stanley
11
Morgan Stanley
New York
$16.1M 700,480 -458,578 -40%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$15.9M 694,067 -419,256 -38%
LSV Asset Management
13
LSV Asset Management
Illinois
$15.6M 680,903 +365,952 +116%
American Century Companies
14
American Century Companies
Missouri
$13.4M 585,865 +99,787 +21%
Northern Trust
15
Northern Trust
Illinois
$11.8M 512,826 -27,554 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.7M 510,207 -14,875 -3%
ACB
17
Aristotle Capital Boston
Massachusetts
$9.99M 435,769 +4,955 +1%
Charles Schwab
18
Charles Schwab
California
$9.47M 413,271 +51,381 +14%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$8.89M 387,892 -45,579 -11%
Norges Bank
20
Norges Bank
Norway
$6.17M 269,170 -51,533 -16%
Renaissance Technologies
21
Renaissance Technologies
New York
$6.04M 263,421 +38,421 +17%
Ameriprise
22
Ameriprise
Minnesota
$5.81M 253,221 +25,617 +11%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$5.44M 237,230 +237,230 New
BCM
24
Bridgeway Capital Management
Texas
$5.42M 236,492 +9,100 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.08M 221,792 -1,726 -0.8%
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