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BRC Inc

138 hedge funds and large institutions have $158M invested in BRC Inc in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

14% more call options, than puts

Call options by funds: $946K | Put options by funds: $828K

11% more funds holding

Funds holding: 124138 (+14)

5.92% more ownership

Funds ownership: 50.38%56.3% (+5.9%)

6% less capital invested

Capital invested by funds: $168M → $158M (-$10M)

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
39
Reduced
26
Closed
18
Calls
$946K
Puts
$828K
Net Calls
+$118K
Net Calls Change
-$775K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Engaged Capital
California
$68.6M
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.4M -$221K -35,227 -1%
CAM
3
Cresset Asset Management
Illinois
$10.3M +$6.83M +1,088,523 +119%
BlackRock
4
BlackRock
New York
$9.01M -$96K -15,297 -0.9%
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$8.72M -$1.28K -204 -0%
QM
6
QVIDTVM Management
Texas
$7.92M +$9.67M +1,540,618 New
KL
7
KIM LLC
Kansas
$7.28M -$898K -143,100 -9%
SRF
8
Silver Rock Financial
California
$5.71M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.93M +$116K +18,434 +3%
State Street
10
State Street
Massachusetts
$2.78M +$144K +22,889 +4%
Northern Trust
11
Northern Trust
Illinois
$1.49M +$25.9K +4,130 +1%
Charles Schwab
12
Charles Schwab
California
$1.3M +$17K +2,702 +1%
Marshall Wace
13
Marshall Wace
United Kingdom
$1.05M +$1.29M +204,736 New
LPL Financial
14
LPL Financial
California
$852K +$534K +85,002 +105%
Morgan Stanley
15
Morgan Stanley
New York
$718K +$590K +93,947 +206%
ZA
16
Zazove Associates
Nevada
$705K +$202K +32,123 +31%
ACA
17
Anchor Capital Advisors
Massachusetts
$573K -$1.19K -190 -0.2%
RP
18
Riverwater Partners
Wisconsin
$498K +$608K +96,902 New
BPC
19
Banque Pictet & Cie
Switzerland
$488K +$596K +95,000 New
IAM
20
Innovis Asset Management
Illinois
$455K +$556K +88,582 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$411K -$38.5K -6,134 -7%
Wells Fargo
22
Wells Fargo
California
$404K +$37.2K +5,934 +8%
MWM
23
Mission Wealth Management
California
$360K +$439K +70,000 New
Osaic Holdings
24
Osaic Holdings
Arizona
$304K +$50.1K +7,987 +16%
Swiss National Bank
25
Swiss National Bank
Switzerland
$303K -$15.7K -2,500 -4%

BRCC Hedge Fund Activity: Q1 2023 in Review

138 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BRC Inc (BRCC) for Q1 2023, worth a combined $158M — down 6% from $168M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BRCC positions and 18 closed out — a net gain of 14 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was QVIDTVM Management, opening a new position worth an estimated $9.67M. The largest seller was KIM LLC, cutting an estimated $898K.

  • 138 institutional investors held BRC Inc (BRCC) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $158M of BRC Inc stock for Q1 2023, down 6% quarter-over-quarter.
  • 32 funds opened new BRC Inc positions in Q1 2023 and 18 closed out, a net change of +14 holders.
  • The largest BRC Inc buyer in Q1 2023 was QVIDTVM Management, an estimated $9.67M added.
  • The largest BRC Inc seller in Q1 2023 was KIM LLC, an estimated $898K sold.

Based on aggregated 13F filings for Q1 2023.