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
↑ +16
Streak
10Q ▲
Buyers last Q
56%

Smart Money Signals — BHLB

Based on 289 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
289 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 — +27% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+27% 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

151 buying118 selling
Last quarter: 151 funds bought or added vs 118 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 — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 79 → 53 → 50. 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 ■ 30% new
153 out of 289 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 — ~50 new funds/quarter

35 → 34 → 79 → 53 → 50 new funds/Q
New funds entering each quarter: 34 → 79 → 53 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 7% 1-2yr ■ 32% new
Of 289 current holders: 178 (62%) 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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
46 of 289 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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, 151 hedge funds were net buyers of BHLB (50 opened a new position, 101 added to an existing one), while 118 reduced or exited (84 trimmed, 34 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in BHLB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 289.

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

-- --

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
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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
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 10.06% 623,747 $18.7M
2 Ategra Capital Management, LLC 7.62% 511,288 $15.3M
3 Azora Capital LP 6.19% 3,137,941 $94.1M
4 HoldCo Asset Management, LP 4.60% 2,061,000 $61.8M
5 Bayview Asset Management, LLC 4.56% 394,828 $11.8M
6 EJF Capital LP 3.13% 148,153 $4.4M
7 Mendon Capital Advisors Corp 2.32% 199,731 $6.0M
8 Maltese Capital Management LLC 1.54% 260,000 $7.8M
9 Glendon Capital Management LP 1.42% 381,184 $11.4M
10 PMC FIG Opportunities LLC 1.21% 26,196 $786K
11 Clarendon Private LLC 1.17% 50,920 $1.5M
12 CM Management, LLC 1.00% 40,000 $1.2M
13 Grace & White Inc /Ny 0.99% 186,349 $5.6M
14 Systematic Financial Management LP 0.78% 1,127,856 $33.8M
15 Cutler Capital Management, LLC 0.63% 77,238 $2.3M
16 Ironwood Investment Management LLC 0.50% 40,327 $1.2M
17 JMN Financial LLC 0.49% 16,494 $495K
18 Fuller & Thaler Asset Management, INC. 0.48% 4,770,552 $143.1M
19 Watershed Asset Management, L.L.C. 0.47% 15,229 $457K
20 Verition Fund Management LLC 0.39% 2,015,022 $60.5M
21 Flywheel Private Wealth LLC 0.38% 22,100 $663K
22 Bridgeway Capital Management, LLC 0.32% 527,146 $15.8M
23 Dark Forest Capital Management LP 0.30% 110,760 $3.3M
24 Clark Financial Services Group Inc /Bd 0.21% 13,117 $394K
25 Slocum, Gordon & Co LLP 0.20% 9,696 $291K
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: 151 funds bought or added vs 118 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?

Strong quality — 37% AUM from major funds: 46 of 289 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BHLB?

53% of holders stayed for 2+ years: 153 out of 289 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.

Full history →