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BRC Inc

124 hedge funds and large institutions have $168M invested in BRC Inc in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 18

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

64% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.39M

8% more funds holding

Funds holding: 115124 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.83% less ownership

Funds ownership: 51.21%50.38% (-0.83%)

19% less capital invested

Capital invested by funds: $208M → $168M (-$40.3M)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
40
Reduced
18
Closed
14
Calls
$2.28M
Puts
$1.39M
Net Calls
+$893K
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Engaged Capital
California
$81.6M +$653K +100,000 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.1M +$861K +131,901 +4%
BlackRock
3
BlackRock
New York
$10.8M +$410K +62,896 +4%
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$10.4M
KL
5
KIM LLC
Kansas
$9.53M
SRF
6
Silver Rock Financial
California
$6.78M
CAM
7
Cresset Asset Management
Illinois
$5.57M +$5.95M +911,477 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.37M +$214K +32,717 +6%
State Street
9
State Street
Massachusetts
$3.17M +$112K +17,186 +3%
Northern Trust
10
Northern Trust
Illinois
$1.74M +$261K +39,915 +16%
Charles Schwab
11
Charles Schwab
California
$1.53M +$76.6K +11,732 +5%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$816K +$93.5K +14,326 +12%
ACA
13
Anchor Capital Advisors
Massachusetts
$682K +$10.4K +1,590 +1%
ZA
14
Zazove Associates
Nevada
$642K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$526K +$44.9K +6,886 +9%
LPL Financial
16
LPL Financial
California
$493K -$152K -23,246 -22%
Wells Fargo
17
Wells Fargo
California
$444K +$198K +30,281 +72%
PCM
18
Prelude Capital Management
New York
$383K +$333K +51,076 +440%
Swiss National Bank
19
Swiss National Bank
Switzerland
$375K
HCM
20
Hollencrest Capital Management
California
$372K +$247K +37,913 +165%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$372K -$4.78M -732,224 -92%
Osaic Holdings
22
Osaic Holdings
Arizona
$314K +$79.3K +12,155 +31%
JP Morgan Chase
23
JP Morgan Chase
New York
$311K -$66.4K -10,170 -17%
N
24
Nuveen
North Carolina
$302K -$24.9K -3,811 -7%
Morgan Stanley
25
Morgan Stanley
New York
$279K -$78.6K -12,039 -21%

BRCC Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BRC Inc (BRCC) for Q4 2022, worth a combined $168M — down 19% from $208M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BRCC positions and 14 closed out — a net gain of 11 holders — while 40 added to existing stakes and 18 trimmed.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $5.95M. The largest seller was Point72 Asset Management, cutting an estimated $4.78M.

  • 124 institutional investors held BRC Inc (BRCC) as of Q4 2022, up from 115 in Q3 2022.
  • Funds reported $168M of BRC Inc stock for Q4 2022, down 19% quarter-over-quarter.
  • 25 funds opened new BRC Inc positions in Q4 2022 and 14 closed out, a net change of +11 holders.
  • The largest BRC Inc buyer in Q4 2022 was Cresset Asset Management, an estimated $5.95M added.
  • The largest BRC Inc seller in Q4 2022 was Point72 Asset Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q4 2022.