BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

187 hedge funds and large institutions have $967M invested in Beacon Financial Corporation in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 16 closing their positions.

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
60
Closed
16
Calls
$27K
Puts
$5K
Net Calls
+$22K
Net Calls Change
+$4K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$44.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$17.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.2M
5
Millennium Management
5
Millennium Management
New York
$8.07M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$18.5M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$170M 6,311,895 +62,132 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M 5,140,703 +98,068 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72.1M 2,675,702 +43,031 +2%
State Street
4
State Street
Massachusetts
$57.5M 2,119,475 +18,307 +0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$44.8M 1,664,138 +293,784 +21%
AllianceBernstein
6
AllianceBernstein
Tennessee
$32M 1,187,177 -112,615 -9%
Invesco
7
Invesco
Georgia
$28.8M 1,069,385 +21,818 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$26.4M 979,160 +1,664 +0.2%
SFM
9
Systematic Financial Management
New Jersey
$25.7M 952,627 +114,433 +14%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$18.7M 693,063 -825 -0.1%
CCMG
11
Clark Capital Management Group
Pennsylvania
$18.5M 688,622 -955,432 -58%
Morgan Stanley
12
Morgan Stanley
New York
$17.8M 660,803 -22,693 -3%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$17.7M 657,443 +270,666 +70%
American Century Companies
14
American Century Companies
Missouri
$16.8M 623,130 -1,062 -0.2%
Northern Trust
15
Northern Trust
Illinois
$14.9M 551,951 +11,990 +2%
Goldman Sachs
16
Goldman Sachs
New York
$14.7M 545,740 +326,740 +149%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.5M 464,184 -41,359 -8%
LSV Asset Management
18
LSV Asset Management
Illinois
$11.5M 426,400 -218,103 -34%
Renaissance Technologies
19
Renaissance Technologies
New York
$11.4M 422,721 +100 +0%
ACB
20
Aristotle Capital Boston
Massachusetts
$11.1M 413,449 +3,590 +0.9%
Charles Schwab
21
Charles Schwab
California
$11M 407,924 -4,416 -1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$9.2M 341,605 +240,864 +239%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$9.17M 340,694 +75,476 +28%
Millennium Management
24
Millennium Management
New York
$8.07M 299,614 +115,998 +63%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$6.93M 257,190 -24,400 -9%
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