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Blue Ridge Bankshares
BRBS

63 hedge funds and large institutions have $35.3M invested in Blue Ridge Bankshares in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

5% more funds holding

Funds holding: 60 → 63 (+3)

1.84% more ownership

Funds ownership: 38.84% → 40.68% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

46% less capital invested

Capital invested by funds: $65.1M → $35.3M (-$29.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
17
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$4.35M
2
Morgan Stanley
Morgan Stanley
New York
+$744K
3
BCM
Bridgeway Capital Management
Texas
+$398K
4
Citadel Advisors
Citadel Advisors
Florida
+$314K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$277K

Top Sellers

Rank Fund Capital Flow
1
CCM
Cutler Capital Management
Massachusetts
-$1.36M
2
BlackRock
BlackRock
New York
-$365K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$240K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$173K
5
Goldman Sachs
Goldman Sachs
New York
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$7.73K – – –
AIP
52
Ameritas Investment Partners
Nebraska
$6.15K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.14K +654 +99%
SL
54
Salomon & Ludwin
Virginia
$4.58K +$7.97K +1,013 New
EWA
55
EverSource Wealth Advisors
Alabama
$4.21K – – –
RWML
56
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.93K – – –
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$3.83K – – –
SOW
58
State of Wyoming
Wyoming
$3.43K +$865 +110 +17%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$1.57K +$2.73K +347 New
C
60
Covestor
United Kingdom
$1K -$102 -13 -5%
Citigroup
61
Citigroup
New York
$357 -$47.2K -5,996 -99%
FFA
62
Farther Finance Advisors
California
$154 +$267 +34 New
GWS
63
Glassman Wealth Services
Virginia
$108 +$189 +24 New
Goldman Sachs
64
Goldman Sachs
New York
– -$136K -15,349 Closed
Mariner
65
Mariner
Kansas
– -$94K -10,626 Closed
SCP
66
Siena Capital Partners
Illinois
– -$33.5K -4,257 Closed
Russell Investments Group
67
Russell Investments Group
United Kingdom
– -$1.98K -224 Closed
1 2
3

BRBS Hedge Fund Activity: Q3 2023 in Review

63 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Blue Ridge Bankshares (BRBS) for Q3 2023, worth a combined $35.3M — down 46% from $65.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BRBS positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.35M. The largest seller was Cutler Capital Management, cutting an estimated $1.36M.

  • 63 institutional investors held Blue Ridge Bankshares (BRBS) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $35.3M of Blue Ridge Bankshares stock for Q3 2023, down 46% quarter-over-quarter.
  • 8 funds opened new Blue Ridge Bankshares positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest Blue Ridge Bankshares buyer in Q3 2023 was Fourthstone LLC, an estimated $4.35M added.
  • The largest Blue Ridge Bankshares seller in Q3 2023 was Cutler Capital Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2023.