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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$6.12M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
+$3.06M |
| 3 |
Morgan Stanley
New York
|
+$1.8M |
| 4 |
GJL
Gendell Jeffrey L
|
+$561K |
| 5 |
BlackRock
New York
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$858K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$768K |
| 3 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
-$217K |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$150K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RAM
76
Riggs Asset Management
Dallas,
Pennsylvania
| $55 | +$55 | +18 | New |
|
|
AC
77
Aristides Capital
Louisville,
Kentucky
| – | -$102K | -22,647 | Closed |
|
|
JSW
78
Journey Strategic Wealth
Summit,
New Jersey
| – | -$55.4K | -12,249 | Closed |
|
|
MIM
79
MetLife Investment Management
Whippany,
New Jersey
| – | -$53K | -11,731 | Closed |
|
|
VF
80
Virtu Financial
New York
| – | -$51K | -11,174 | Closed |
|
|
GLLW
81
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | -$42K | -10,149 | Closed |
|
82
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$9.58K | -2,120 | Closed |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3.58K | -1,172 | -89% |
|
|
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$3.83K | -848 | Closed |
|
|
SOW
85
State of Wyoming
Cheyenne,
Wyoming
| – | -$3.43K | -758 | Closed |
|
86
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.57K | -347 | Closed |
|
|
C
87
Covestor
London,
United Kingdom
| – | -$1K | -227 | Closed |
|
|
FFA
88
Farther Finance Advisors
San Francisco,
California
| – | -$154 | -34 | Closed |
|
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.