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BRC Inc

132 hedge funds and large institutions have $170M invested in BRC Inc in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

65% more call options, than puts

Call options by funds: $597K | Put options by funds: $362K

34% more capital invested

Capital invested by funds: $127M → $170M (+$43.4M)

5.8% more ownership

Funds ownership: 54.22%60.02% (+5.8%)

2% more funds holding

Funds holding: 130132 (+2)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
132
Holders Change
+2
Holders Change %
+1.54%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
43
Reduced
21
Closed
23
Calls
$597K
Puts
$362K
Net Calls
+$235K
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Engaged Capital
California
$55M
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.8M +$59.5K +14,361 +0.3%
CAM
3
Cresset Asset Management
Illinois
$12.8M
QM
4
QVIDTVM Management
Texas
$11.1M
BlackRock
5
BlackRock
New York
$10.7M -$81.3K -19,618 -0.8%
Fayez Sarofim & Co
6
Fayez Sarofim & Co
Texas
$7.26M +$842 +203 +0%
WA
7
Wasatch Advisors
Utah
$6.25M +$4.66M +1,123,157 +334%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.79M +$164K +39,621 +5%
SRF
9
Silver Rock Financial
California
$3.68M
Millennium Management
10
Millennium Management
New York
$3.49M +$3.39M +816,402 New
State Street
11
State Street
Massachusetts
$3.22M +$340K +82,100 +12%
KL
12
KIM LLC
Kansas
$2.46M -$1.03M -247,595 -30%
NIP
13
Nicholas Investment Partners
California
$2.37M +$2.29M +553,411 New
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$2.14M -$59.9K -14,450 -3%
MCP
15
Maso Capital Partners
Hong Kong
$2.14M +$2.07M +500,000 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.05M
Cerity Partners
17
Cerity Partners
New York
$2.04M +$1.91M +460,795 +3,122%
Marshall Wace
18
Marshall Wace
United Kingdom
$1.97M +$1.45M +349,870 +316%
Northern Trust
19
Northern Trust
Illinois
$1.46M +$7.85K +1,894 +0.6%
Charles Schwab
20
Charles Schwab
California
$1.42M +$29K +6,985 +2%
Citadel Advisors
21
Citadel Advisors
Florida
$1.2M +$928K +223,728 +400%
HCM
22
Hollencrest Capital Management
California
$1.12M +$316K +76,120 +41%
Renaissance Technologies
23
Renaissance Technologies
New York
$777K +$707K +170,395 +1,544%
William Blair & Company
24
William Blair & Company
Illinois
$731K +$708K +170,710 New
Wells Fargo
25
Wells Fargo
California
$701K -$12.9K -3,123 -2%

BRCC Hedge Fund Activity: Q1 2024 in Review

132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BRC Inc (BRCC) for Q1 2024, worth a combined $170M — up 34% from $127M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BRCC positions and 23 closed out — a net gain of 2 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.66M. The largest seller was KIM LLC, cutting an estimated $1.03M.

  • 132 institutional investors held BRC Inc (BRCC) as of Q1 2024, up from 130 in Q4 2023.
  • Funds reported $170M of BRC Inc stock for Q1 2024, up 34% quarter-over-quarter.
  • 25 funds opened new BRC Inc positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest BRC Inc buyer in Q1 2024 was Wasatch Advisors, an estimated $4.66M added.
  • The largest BRC Inc seller in Q1 2024 was KIM LLC, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2024.