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
LSV Asset Management
51
LSV Asset Management
Illinois
$26K -$150K -48,905 -85%
MCM
52
MV Capital Management
Maryland
$19.5K – – –
Wells Fargo
53
Wells Fargo
California
$16.6K +$3.49K +1,141 +26%
Simplex Trading
54
Simplex Trading
Illinois
$16K +$16.7K +5,455 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$13.8K +$8.47K +2,772 +155%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$13K -$55.4K -18,133 -81%
TRCT
57
Tower Research Capital (TRC)
New York
$11.4K +$4.48K +1,465 +64%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$8.9K -$2.9K -949 -24%
Citigroup
59
Citigroup
New York
$7.66K +$7.49K +2,448 +3,099%
Group One Trading
60
Group One Trading
Illinois
$7.32K +$7.39K +2,417 New
Deutsche Bank
61
Deutsche Bank
Germany
$6.84K -$43.8K -14,330 -86%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$6.17K – – –
FHA
63
First Horizon Advisors
Tennessee
$6.06K – – –
Legal & General Group
64
Legal & General Group
United Kingdom
$5.17K – – –
AB
65
Amalgamated Bank
New York
$5K -$550 -180 -10%
SL
66
Salomon & Ludwin
Virginia
$4.58K – – –
SFA
67
Semmax Financial Advisors
North Carolina
$4.58K +$5.79K +1,892 New
AIP
68
Ameritas Investment Partners
Nebraska
$4.12K – – –
EWA
69
EverSource Wealth Advisors
Alabama
$2.82K – – –
RWML
70
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.63K – – –
PA
71
Parallel Advisors
California
$2.33K +$2.35K +770 New
RTL
72
Red Tortoise LLC
Georgia
$1.97K +$1.99K +650 New
GWS
73
Glassman Wealth Services
Virginia
$415 +$345 +113 +471%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$227 +$229 +75 New
Osaic Holdings
75
Osaic Holdings
Arizona
$212 +$214 +70 New
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.