Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BEACON FINANCIAL CORP. (BHLB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
9Q ▲
Buyers last Q
44%

Smart Money Signals — BHLB

Based on 259 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
259 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 — +29% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+29% 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.
🟠

More sellers than buyers — 44% buying

122 buying157 selling
Last quarter: 157 funds reduced or exited vs 122 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 33 → 75 → 50. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 14% medium 27% new
151 out of 259 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.
🚀

Acceleration phase — new buyers rushing in

37 → 35 → 33 → 75 → 50 new funds/Q
New funds entering each quarter: 35 → 33 → 75 → 50. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 6% 1-2yr 29% new
Of 259 current holders: 169 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
39 of 259 holders are among the 100 largest funds by AUM, controlling 47% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 1 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: BHLB
2026 Q1 Stats Unlock in 21 days 259 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 259 259 -
13F Shares 76M 73M 4.69%
Total Value $2.00B $1.72B 16.3%
New Positions 50 75 -25
Increased Positions 72 130 -58
Closed Positions 49 37 +12
Reduced Positions 108 39 +69
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BHLB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

259 + investors

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

Top 25 institutional holders of BHLB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STRATEGIC VALUE BANK PARTNERS LLC 10.06% 623,747 $18.7M
2 GRACE & WHITE INC /NY 0.99% 186,349 $5.6M
3 FLYWHEEL PRIVATE WEALTH LLC 0.38% 22,100 $663K
4 Slocum, Gordon & Co LLP 0.20% 9,696 $291K
5 Financial Planning Hawaii, Inc. 0.18% 10,380 $311K
6 HENNESSY ADVISORS INC 0.12% 111,000 $3.3M
7 ELCO Management Co., LLC 0.12% 8,236 $247K
8 Canton Hathaway, LLC 0.12% 19,360 $581K
9 DGS Capital Management, LLC 0.08% 16,663 $500K
10 Beacon Bank & Trust 0.06% 10,340 $310K
11 PLIMOTH TRUST CO LLC 0.05% 7,604 $228K
12 PARSONS CAPITAL MANAGEMENT INC/RI 0.04% 29,860 $896K
13 CONGRESS ASSET MANAGEMENT CO 0.03% 121,323 $3.6M
14 Artemis Investment Management LLP 0.02% 78,213 $2.3M
15 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.02% 10,660 $320K
16 Bayforest Capital Ltd 0.02% 591 $18K
17 Louisiana State Employees Retirement System 0.02% 37,200 $1K
18 Y-Intercept (Hong Kong) Ltd 0.02% 29,461 $884K
19 BROWN, LISLE/CUMMINGS, INC. 0.01% 1,893 $57K
20 State of Alaska, Department of Revenue 0.01% 43,381 $1K
21 PRAXIS INVESTMENT MANAGEMENT INC 0.01% 7,000
22 Robertson Stephens Wealth Management, LLC 0.01% 10,843 $325K
23 PROFUND ADVISORS LLC 0.01% 7,987 $240K
24 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 22,297 $669K
25 Joel Isaacson & Co., LLC 0.01% 7,844 $235K
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 — 9 quarters in a row: For 9 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?

More sellers than buyers — 44% buying: Last quarter: 157 funds reduced or exited vs 122 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BHLB holders?

Elite ownership — 47% AUM from top-100 funds: 39 of 259 holders are among the 100 largest funds by AUM, controlling 47% 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?

58% of holders stayed for 2+ years: 151 out of 259 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.