BBT

Beacon Financial Corporation

179 hedge funds and large institutions have $825M invested in Beacon Financial Corporation in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
179
Holders Change
Holders Change %
0%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
65
Reduced
63
Closed
16
Calls
$23K
Puts
$5K
Net Calls
+$18K
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$142M 6,249,763 -165,365 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M 5,042,635 +26,948 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60M 2,632,671 +36,521 +1%
State Street
4
State Street
Massachusetts
$47.9M 2,101,168 -18,057 -0.9%
CCMG
5
Clark Capital Management Group
Pennsylvania
$37.5M 1,644,054 -10,947 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$31.2M 1,370,354 +14,847 +1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$29.6M 1,299,792 -185,217 -12%
Invesco
8
Invesco
Georgia
$23.9M 1,047,567 -146,365 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.3M 977,496 +37,251 +4%
SFM
10
Systematic Financial Management
New Jersey
$19.1M 838,194 -23,745 -3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$15.8M 693,888 -179 -0%
Morgan Stanley
12
Morgan Stanley
New York
$15.6M 683,496 -16,984 -2%
LSV Asset Management
13
LSV Asset Management
Illinois
$14.7M 644,503 -36,400 -5%
American Century Companies
14
American Century Companies
Missouri
$14.2M 624,192 +38,327 +7%
Northern Trust
15
Northern Trust
Illinois
$12.3M 539,961 +27,135 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.5M 505,543 -4,664 -0.9%
Renaissance Technologies
17
Renaissance Technologies
New York
$9.64M 422,621 +159,200 +60%
Charles Schwab
18
Charles Schwab
California
$9.4M 412,340 -931 -0.2%
ACB
19
Aristotle Capital Boston
Massachusetts
$9.34M 409,859 -25,910 -6%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$8.82M 386,777 -1,115 -0.3%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.42M 281,590 +44,360 +19%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$6.33M 277,642 +277,642 New
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$6.05M 265,218 +70,882 +36%
BCM
24
Bridgeway Capital Management
Texas
$5.61M 245,852 +9,360 +4%
Ameriprise
25
Ameriprise
Minnesota
$5.57M 244,086 -9,135 -4%