Blue Ridge Bankshares
BRBS
59 hedge funds and large institutions have $85.8M invested in Blue Ridge Bankshares in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.
0.27% less ownership
Funds ownership: 37.3% → 37.03% (-0.27%)
4% less capital invested
Capital invested by funds: $89.1M → $85.8M (-$3.36M)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
2% less funds holding
Funds holding: 60 → 59 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
+$1.83M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$456K |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$444K |
| 4 |
BlackRock
New York
|
+$382K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.15M |
| 2 |
Millennium Management
New York
|
-$596K |
| 3 |
Goldman Sachs
New York
|
-$513K |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$460K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$385K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
51
EverSource Wealth Advisors
Birmingham,
Alabama
| $11.6K | – | – | – |
|
|
RWML
52
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $10.6K | +$104 | +8 | +0.9% |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $10K | -$3.22K | -249 | -24% |
|
|
SOW
54
State of Wyoming
Cheyenne,
Wyoming
| $9.67K | -$1.97K | -152 | -16% |
|
|
C
55
Covestor
London,
United Kingdom
| $5K | -$181 | -14 | -3% |
|
56
Citigroup
New York
| $2.01K | -$2.6K | -201 | -56% |
|
|
57
Dimensional Fund Advisors
Austin,
Texas
| $1.86K | +$356K | +27,522 | +23% |
|
58
Fidelity Investments
Boston,
Massachusetts
| $162 | -$3.75K | -290 | -96% |
|
|
CS
59
Credit Suisse
Zurich,
Switzerland
| $12 | -$1.31K | -101 | -99% |
|
|
AIMCA
60
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| – | -$460K | -36,230 | Closed |
|
|
61
Citadel Advisors
Miami,
Florida
| – | -$385K | -30,302 | Closed |
|
|
SWM
62
Selective Wealth Management
Forest,
Virginia
| – | -$1K | -100 | Closed |
|
BRBS Hedge Fund Activity: Q4 2022 in Review
59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blue Ridge Bankshares (BRBS) for Q4 2022, worth a combined $85.8M — down 3.8% from $89.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BRBS and 3 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 19 added.
The largest buyer was Heritage Wealth Advisors, adding an estimated $1.83M. The largest seller was Allspring Global Investments, cutting an estimated $1.15M.
- 59 institutional investors held Blue Ridge Bankshares (BRBS) as of Q4 2022, down from 60 in Q3 2022.
- Funds reported $85.8M of Blue Ridge Bankshares stock for Q4 2022, down 3.8% quarter-over-quarter.
- 3 funds opened new Blue Ridge Bankshares positions in Q4 2022 and 4 closed out, a net change of -1 holder.
- The largest Blue Ridge Bankshares buyer in Q4 2022 was Heritage Wealth Advisors, an estimated $1.83M added.
- The largest Blue Ridge Bankshares seller in Q4 2022 was Allspring Global Investments, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2022.