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Blue Ridge Bankshares

79 hedge funds and large institutions have $35.2M invested in Blue Ridge Bankshares in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more capital invested

Capital invested by funds: $16.5M → $35.2M (+$18.7M)

30% more call options, than puts

Call options by funds: $56K | Put options by funds: $43K

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

26.03% more ownership

Funds ownership: 31.91%57.94% (+26%)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

8% more funds holding

Funds holding: 7379 (+6)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
17
Reduced
14
Closed
20
Calls
$56K
Puts
$43K
Net Calls
+$13K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$26.6K -$48K -17,208 -63%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$25.5K +$27.2K +9,762 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$18.3K +$5.48K +1,963 +39%
MCM
54
MV Capital Management
Maryland
$16.8K
TRCT
55
Tower Research Capital (TRC)
New York
$15.6K +$6.07K +2,174 +57%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$11K +$11.3K +4,041 +2,105%
CFM
57
Catalyst Funds Management
Australia
$9.4K +$10K +3,600 New
CSS
58
Cubist Systematic Strategies
Connecticut
$9.19K +$9.82K +3,519 New
TFA
59
Toth Financial Advisory
Virginia
$6.53K
FHA
60
First Horizon Advisors
Tennessee
$5.22K
SFA
61
Semmax Financial Advisors
North Carolina
$4.86K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$3.92K -$209 -75 -5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3K +$1.86K +665 +162%
SL
64
Salomon & Ludwin
Virginia
$2.64K
EWA
65
EverSource Wealth Advisors
Alabama
$2.59K
Bank of America
66
Bank of America
North Carolina
$2.57K -$33.3K -11,947 -92%
Macquarie Group
67
Macquarie Group
Australia
$2.4K +$2.56K +919 New
RWML
68
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.27K
Citigroup
69
Citigroup
New York
$1.72K -$8.25K -2,955 -82%
JP Morgan Chase
70
JP Morgan Chase
New York
$1.15K -$20.1K -7,200 -94%
CAL
71
Capital Advisors Ltd
Ohio
$1K
FFA
72
Farther Finance Advisors
California
$958
CPG
73
Cornerstone Planning Group
New Jersey
$488
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$405 -$6.79K -2,432 -94%
DCM
75
Davis Capital Management
Florida
$285

BRBS Hedge Fund Activity: Q2 2024 in Review

79 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Blue Ridge Bankshares (BRBS) for Q2 2024, worth a combined $35.2M — up 114% from $16.5M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BRBS positions and 20 closed out — a net gain of 6 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was BlackBarn Capital Partners, opening a new position worth an estimated $13.1M. The largest seller was BlackRock, cutting an estimated $2.72M.

  • 79 institutional investors held Blue Ridge Bankshares (BRBS) as of Q2 2024, up from 73 in Q1 2024.
  • Funds reported $35.2M of Blue Ridge Bankshares stock for Q2 2024, up 114% quarter-over-quarter.
  • 26 funds opened new Blue Ridge Bankshares positions in Q2 2024 and 20 closed out, a net change of +6 holders.
  • The largest Blue Ridge Bankshares buyer in Q2 2024 was BlackBarn Capital Partners, an estimated $13.1M added.
  • The largest Blue Ridge Bankshares seller in Q2 2024 was BlackRock, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2024.