We are live on ! Find out more
BRBS icon

Blue Ridge Bankshares
BRBS

77 hedge funds and large institutions have $35.1M invested in Blue Ridge Bankshares in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,433% more call options, than puts

Call options by funds: $76K | Put options by funds: $3K

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

22% more funds holding

Funds holding: 63 → 77 (+14)

19.61% more ownership

Funds ownership: 40.68% → 60.3% (+20%)

1% less capital invested

Capital invested by funds: $35.3M → $35.1M (-$224K)

Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
23
Reduced
13
Closed
11
Calls
$76K
Puts
$3K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
+$6.12M
2
EC
EJF Capital
Virginia
+$3.06M
3
Morgan Stanley
Morgan Stanley
New York
+$1.8M
4
GJL
Gendell Jeffrey L
+$561K
5
BlackRock
BlackRock
New York
+$524K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$858K
2
AllianceBernstein
AllianceBernstein
Tennessee
-$768K
3
HWA
Heritage Wealth Advisors
Virginia
-$217K
4
LSV Asset Management
LSV Asset Management
Illinois
-$150K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
26
Great Lakes Advisors
Illinois
$134K +$135K +44,220 New
Renaissance Technologies
27
Renaissance Technologies
New York
$126K +$77.4K +25,300 +156%
SO
28
STRS Ohio
Ohio
$112K – – –
Bank of America
29
Bank of America
North Carolina
$104K +$49K +16,042 +88%
Millennium Management
30
Millennium Management
New York
$96.7K -$50.2K -16,412 -34%
GCP
31
GSA Capital Partners
United Kingdom
$87K +$87.5K +28,608 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$81.1K +$1.12K +366 +1%
Barclays
33
Barclays
United Kingdom
$73.2K +$63K +20,600 +577%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$64.5K +$65.1K +21,282 New
HA
35
Harbor Advisors
Florida
$63.9K – – –
OQS
36
Occudo Quantitative Strategies
Florida
$61K +$61.6K +20,146 New
UBS Group
37
UBS Group
Switzerland
$59.7K +$30.2K +9,877 +100%
Mariner
38
Mariner
Kansas
$59.6K +$60.1K +19,672 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$45.7K +$46.1K +15,072 New
Goldman Sachs
40
Goldman Sachs
New York
$43.5K +$43.9K +14,373 New
HKIM
41
Hayek Kallen Investment Management
Alabama
$40K – – –
DC
42
Davenport & Co
Virginia
$39.6K +$39.9K +13,055 New
LPL Financial
43
LPL Financial
California
$38.5K +$38.9K +12,721 New
SW
44
Simplicity Wealth
New Jersey
$37.4K +$37.7K +12,336 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$35K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$34.6K – – –
Prudential Financial
47
Prudential Financial
New Jersey
$33K +$33.3K +10,900 New
HF
48
HRT Financial
New York
$32K +$32.9K +10,771 New
SG Americas Securities
49
SG Americas Securities
New York
$31K +$31.1K +10,160 New
AIG
50
American International Group
New York
$26.9K +$245 +80 +0.9%
1
2
3 4

BRBS Hedge Fund Activity: Q4 2023 in Review

77 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Blue Ridge Bankshares (BRBS) for Q4 2023, worth a combined $35.1M — down 0.63% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BRBS positions and 11 closed out — a net gain of 14 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $6.12M. The largest seller was Fourthstone LLC, cutting an estimated $858K.

  • 77 institutional investors held Blue Ridge Bankshares (BRBS) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $35.1M of Blue Ridge Bankshares stock for Q4 2023, down 0.63% quarter-over-quarter.
  • 25 funds opened new Blue Ridge Bankshares positions in Q4 2023 and 11 closed out, a net change of +14 holders.
  • The largest Blue Ridge Bankshares buyer in Q4 2023 was Banc Funds Company, an estimated $6.12M added.
  • The largest Blue Ridge Bankshares seller in Q4 2023 was Fourthstone LLC, an estimated $858K sold.

Based on aggregated 13F filings for Q4 2023.