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BRC Inc

122 hedge funds and large institutions have $168M invested in BRC Inc in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

44% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $697K

6% more capital invested

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

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.78% less ownership

Funds ownership: 56.3%55.52% (-0.78%)

12% less funds holding

Funds holding: 138122 (-16)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
122
Holders Change
-16
Holders Change %
-11.59%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
44
Reduced
20
Closed
31
Calls
$1.01M
Puts
$697K
Net Calls
+$309K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Engaged Capital
California
$68.9M
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.2M +$1.73M +328,188 +9%
BlackRock
3
BlackRock
New York
$11.5M +$2.5M +472,117 +27%
QM
4
QVIDTVM Management
Texas
$10.7M +$2.78M +525,497 +34%
CAM
5
Cresset Asset Management
Illinois
$10.3M +$4.29K +811 +0%
Fayez Sarofim & Co
6
Fayez Sarofim & Co
Texas
$8.75M
SRF
7
Silver Rock Financial
California
$5.73M
KL
8
KIM LLC
Kansas
$5.56M -$1.79M -339,430 -24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.79M +$870K +164,533 +29%
GGHC
10
Gilder Gagnon Howe & Co
New York
$3.03M +$3.1M +587,323 New
State Street
11
State Street
Massachusetts
$3M +$211K +39,955 +7%
Northern Trust
12
Northern Trust
Illinois
$1.66M +$171K +32,303 +11%
Charles Schwab
13
Charles Schwab
California
$1.47M +$177K +33,481 +13%
ACA
14
Anchor Capital Advisors
Massachusetts
$1.15M +$592K +111,940 +100%
LPL Financial
15
LPL Financial
California
$904K +$50.1K +9,486 +6%
Marshall Wace
16
Marshall Wace
United Kingdom
$870K -$191K -36,210 -18%
Wells Fargo
17
Wells Fargo
California
$809K +$414K +78,226 +100%
Hudson Bay Capital Management
18
Hudson Bay Capital Management
Connecticut
$766K +$785K +148,502 New
ZA
19
Zazove Associates
Nevada
$708K
Goldman Sachs
20
Goldman Sachs
New York
$604K +$470K +88,963 +316%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$549K +$140K +26,434 +33%
HCM
22
Hollencrest Capital Management
California
$486K +$199K +37,576 +66%
MWM
23
Mission Wealth Management
California
$361K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$349K +$268K +50,672 +297%
N
25
Nuveen
North Carolina
$330K +$76.8K +14,525 +29%

BRCC Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BRC Inc (BRCC) for Q2 2023, worth a combined $168M — up 6.3% from $158M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BRCC and 16 opened new positions — a net loss of 15 holders — while 20 trimmed existing stakes and 44 added.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $3.1M. The largest seller was KIM LLC, cutting an estimated $1.79M.

  • 122 institutional investors held BRC Inc (BRCC) as of Q2 2023, down from 138 in Q1 2023.
  • Funds reported $168M of BRC Inc stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 16 funds opened new BRC Inc positions in Q2 2023 and 31 closed out, a net change of -15 holders.
  • The largest BRC Inc buyer in Q2 2023 was Gilder Gagnon Howe & Co, an estimated $3.1M added.
  • The largest BRC Inc seller in Q2 2023 was KIM LLC, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2023.