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BRC Inc
BRCC

Overview Fund Activity

130 hedge funds and large institutions have $127M invested in BRC Inc in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
40
Reduced
17
Closed
15
Calls
$241K
Puts
$170K
Net Calls
+$71K
Net Calls Change
+$174K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.87M
2
EC
Engaged Capital
California
+$1.45M
3
BlackRock
BlackRock
New York
+$1.27M
4
WA
Wasatch Advisors
Utah
+$1.22M
5
Morgan Stanley
Morgan Stanley
New York
+$777K

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
-$2.05M
2
ACA
Anchor Capital Advisors
Massachusetts
-$1.19M
3
KL
KIM LLC
Kansas
-$785K
4
BPA
Beacon Pointe Advisors
California
-$335K
5
WB
WesBanco Bank
West Virginia
-$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$2.94K – – –
FWM
102
Focused Wealth Management
New York
$2.9K – – –
AAP
103
Arax Advisory Partners
Colorado
$2.72K +$2.72K +750 New
NB
104
NBT Bank
New York
$2.09K +$2.09K +575 New
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
BTI
106
Blue Trust Inc
Georgia
$2K +$2K +439 New
MWA
107
Miller Wealth Advisors
Colorado
$1.96K – – –
FFA
108
Farther Finance Advisors
California
$1.83K +$11 +3 +0.6%
WAS
109
Winch Advisory Services
Wisconsin
$1.82K – – –
NA
110
NewEdge Advisors
Louisiana
$1.81K +$363 +100 +25%
GRP
111
Global Retirement Partners
California
$1.54K – – –
PS
112
Principal Securities
Iowa
$1.47K +$1.47K +405 New
AA
113
AlphaMark Advisors
Kentucky
$1K – – –
OLVIG
114
Oliver Lagore Vanvalin Investment Group
Michigan
$799 – – –
SC
115
Stephens Consulting
Michigan
$726 – – –
AWM
116
Abound Wealth Management
Tennessee
$618 +$73 +20 +13%
MSWM
117
McGlone Suttner Wealth Management
Wisconsin
$386 +$386 +106 New
OP
118
ORG Partners
Indiana
$363 – – –
IA
119
IFP Advisors
Florida
$363 – – –
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$363 – – –
NFSG
121
Newbridge Financial Services Group
Florida
$363 – – –
TWC
122
TD Waterhouse Canada
Ontario, Canada
$326 – – –
GWS
123
Glassman Wealth Services
Virginia
$211 – – –
CWM
124
Compass Wealth Management
Connecticut
$189 – – –
CAM
125
Creekmur Asset Management
Illinois
$182 +$182 +50 New
2 3 4
5
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