BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

229 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
98
Reduced
52
Closed
18
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
-$20K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$30M
2
BlackRock
BlackRock
New York
+$18.3M
3
SVBP
Strategic Value Bank Partners
Ohio
+$7.94M
4
Two Sigma Investments
Two Sigma Investments
New York
+$6.65M
5
MCM
Maltese Capital Management
New York
+$6.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$27.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.08M
4
Millennium Management
Millennium Management
New York
-$4.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$180M +$18.3M +700,685 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M +$2.75M +105,497 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70.2M +$89.3K +3,424 +0.1%
State Street
4
State Street
Massachusetts
$60.1M +$1.15M +44,238 +2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$48.1M +$30M +1,151,107 +166%
Invesco
6
Invesco
Georgia
$35.4M +$1.68M +64,316 +5%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$30.7M +$3.68M +141,137 +14%
Citadel Advisors
8
Citadel Advisors
Florida
$29M +$3.73M +142,864 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$27.3M +$1.82M +69,767 +7%
SFM
10
Systematic Financial Management
New Jersey
$26M -$106K -4,073 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$19.5M +$1.61M +61,779 +9%
NL
12
Nuveen LLC
North Carolina
$18M +$18M +688,613 New
ECM
13
ExodusPoint Capital Management
New York
$15.2M +$1.72M +66,003 +13%
Renaissance Technologies
14
Renaissance Technologies
New York
$14.8M +$4.15M +159,100 +39%
American Century Companies
15
American Century Companies
Missouri
$14.3M -$2.03M -77,804 -12%
SVBP
16
Strategic Value Bank Partners
Ohio
$13.8M +$7.94M +304,376 +135%
Northern Trust
17
Northern Trust
Illinois
$13.2M +$70.2K +2,690 +0.5%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$13M +$1.52M +58,202 +13%
Charles Schwab
19
Charles Schwab
California
$12.6M +$1.59M +61,050 +14%
Two Sigma Investments
20
Two Sigma Investments
New York
$12.2M +$6.65M +254,947 +120%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$11.8M -$15.6M -599,336 -57%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.7M -$42.9K -1,646 -0.4%
Goldman Sachs
23
Goldman Sachs
New York
$11.5M -$1.94M -74,347 -14%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$11.2M +$5.09M +195,222 +83%
Bank of America
25
Bank of America
North Carolina
$9.7M +$6.26M +239,900 +182%
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