Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Beacon Financial CORP. (BHLB)

287 + Investors. Track Smart Money conviction in BHLB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
10Q ▲
Buyers last Q
56%

Smart Money Signals — BHLB

Based on 291 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added BHLB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
291 hedge funds hold BHLB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

153 buying119 selling
Last quarter: 153 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~52 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 80 → 53 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 17% medium ■ 31% new
153 out of 291 hedge funds have held BHLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~52 new funds/quarter

35 → 34 → 80 → 53 → 52 new funds/Q
New funds entering each quarter: 34 → 80 → 53 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 32% newcomers

■ 62% veterans ■ 7% 1-2yr ■ 32% new
Entry-cohort mix of 291 holders: 179 (62%) are 2+ year veterans, 19 entered 1–2 years ago, and 93 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
50 of 291 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BHLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BHLB

In 2026 Q1, 153 hedge funds were net buyers of BHLB (52 opened a new position, 101 added to an existing one), while 119 reduced or exited (84 trimmed, 35 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in BHLB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 291.

Hedge Fund Ownership: BHLB

How many hedge funds hold BHLB — quarterly history vs. share price
Quarterly hedge fund ownership of BHLB vs. share price

Market Analysis: BHLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHLB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: BHLB
2026 Q2 Stats Unlock in 4 days 287 + Investors

Track Smart Money conviction in BHLB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 287 273 5.13%
13F Shares 77M 77M 0.71%
Total Value $2.29B $2.02B 13.29%
New Positions 48 53 -5
Increased Positions 101 75 +26
Closed Positions 34 51 -17
Reduced Positions 84 113 -29
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BHLB

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Financial Highlights

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Institutional Holders (2026 Q2)

287 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHLB. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BHLB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Value Bank Partners LLC 13.30% 623,747 $19.0M
2 HoldCo Asset Management, LP 4.42% 2,263,000 $68.9M
3 Ategra Capital Management, LLC 3.64% 265,743 $8.1M
4 PMC FIG Opportunities LLC 3.31% 68,131 $2.1M
5 EJF Capital LP 2.62% 128,480 $3.9M
6 Mendon Capital Advisors Corp 2.46% 228,394 $7.0M
7 Bayview Asset Management, LLC 2.24% 364,828 $11.1M
8 CM Management, LLC 1.55% 80,000 $2.4M
9 Glendon Capital Management LP 1.50% 381,184 $11.6M
10 Maltese Capital Management LLC 1.30% 234,900 $7.2M
11 Clarendon Private LLC 0.98% 50,185 $1.5M
12 Grace & White Inc /Ny 0.90% 186,349 $5.7M
13 Cutler Capital Management, LLC 0.77% 97,306 $3.0M
14 Systematic Financial Management LP 0.64% 1,060,206 $32.3M
15 Watershed Asset Management, L.L.C. 0.44% 16,319 $497K
16 Ironwood Investment Management LLC 0.42% 40,337 $1.2M
17 Verition Fund Management LLC 0.37% 2,403,149 $73.2M
18 JMN Financial LLC 0.35% 14,760 $449K
19 Flywheel Private Wealth LLC 0.33% 22,100 $673K
20 Fuller & Thaler Asset Management, INC. 0.33% 3,936,942 $119.9M
21 Bridgeway Capital Management, LLC 0.31% 573,992 $17.5M
22 Inceptionr LLC 0.23% 30,775 $937K
23 Clark Financial Services Group Inc /Bd 0.22% 15,272 $465K
24 SummitTX Capital, L.P. 0.21% 272,767 $8.3M
25 Slocum, Gordon & Co LLP 0.20% 9,696 $295K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Beacon Financial CORP. (BHLB)

What does the Smart Money Trend signal show for BHLB?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added BHLB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHLB?

Slight buying edge — 56% buying: Last quarter: 153 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHLB holders?

Elite ownership — 54% AUM from top-100 funds: 50 of 291 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BHLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHLB?

53% of holders stayed for 2+ years: 153 out of 291 hedge funds have held BHLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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