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Blue Ridge Bankshares
BRBS

63 hedge funds and large institutions have $136M invested in Blue Ridge Bankshares in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

15% more capital invested

Capital invested by funds: $118M → $136M (+$17.2M)

15% more funds holding

Funds holding: 55 → 63 (+8)

4.51% more ownership

Funds ownership: 35.81% → 40.33% (+4.5%)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
21
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.37M
2
Millennium Management
Millennium Management
New York
+$1.72M
3
KCM
Kennedy Capital Management
Missouri
+$1.44M
4
ECM
ExodusPoint Capital Management
New York
+$1.43M
5
BlackRock
BlackRock
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$1.83M
2
FL
Fourthstone LLC
Missouri
-$1.49M
3
GJL
Gendell Jeffrey L
-$1.48M
4
BCM
Bridgeway Capital Management
Texas
-$1.33M
5
JAM
Jacobs Asset Management
New York
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$114K +$110K +6,070 +2,152%
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
$101K – – –
Citigroup
53
Citigroup
New York
$77K +$41.4K +2,281 +113%
GLLW
54
Graves Light Lenhart Wealth
Virginia
$67K – – –
AIP
55
Ameritas Investment Partners
Nebraska
$24K – – –
Legal & General Group
56
Legal & General Group
United Kingdom
$24K – – –
EWA
57
EverSource Wealth Advisors
Alabama
$17K +$16.9K +931 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$13K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$12K +$2.67K +147 +30%
PWC
60
PYA Waltman Capital
Tennessee
$6K +$5.88K +324 New
SWM
61
Selective Wealth Management
Virginia
$2K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.34K +74 New
BCM
63
Bridgeway Capital Management
Texas
– -$1.33M -75,618 Closed
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$202K -11,501 Closed
SG Americas Securities
65
SG Americas Securities
New York
– -$184K -10,439 Closed
SO
66
STRS Ohio
Ohio
– -$70K -4,000 Closed
AIM
67
Anchor Investment Management
South Carolina
– -$1K -57 Closed
MAM
68
Meeder Asset Management
Ohio
– +$563 +31 New
1 2
3

BRBS Hedge Fund Activity: Q4 2021 in Review

63 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Blue Ridge Bankshares (BRBS) for Q4 2021, worth a combined $136M — up 15% from $118M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BRBS positions and 5 closed out — a net gain of 8 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.37M. The largest seller was Maltese Capital Management, cutting an estimated $1.83M.

  • 63 institutional investors held Blue Ridge Bankshares (BRBS) as of Q4 2021, up from 55 in Q3 2021.
  • Funds reported $136M of Blue Ridge Bankshares stock for Q4 2021, up 15% quarter-over-quarter.
  • 13 funds opened new Blue Ridge Bankshares positions in Q4 2021 and 5 closed out, a net change of +8 holders.
  • The largest Blue Ridge Bankshares buyer in Q4 2021 was Morgan Stanley, an estimated $6.37M added.
  • The largest Blue Ridge Bankshares seller in Q4 2021 was Maltese Capital Management, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2021.