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B. Riley Financial
RILY

Overview Fund Activity

142 hedge funds and large institutions have $328M invested in B. Riley Financial in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 49 closing their positions.

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
53
Reduced
38
Closed
49
Calls
$69.6M
Puts
$156M
Net Calls
-$86.7M
Net Calls Change
-$19M

Top Buyers

1
Invesco
1
Invesco
Georgia
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
BlackRock
3
BlackRock
New York
$60.4M
4
NC
4
Nokomis Capital
Texas
$9.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.7M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
RGC
2
Redwood Grove Capital
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$2.65M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$398K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$2.31M 110,007 +36,249 +49%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$2.11M 100,357 +96,638 +2,598%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.11M 100,287 +64,095 +177%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$1.98M 94,356 -75 -0.1%
Principal Financial Group
30
Principal Financial Group
Iowa
$1.81M 86,341 -2,103 -2%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$1.62M 77,000 +77,000 New
TC
32
TwinBeech Capital
New York
$1.54M 73,293 +73,293 New
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$1.46M 69,665 +64,234 +1,183%
Squarepoint
34
Squarepoint
New York
$1.33M 63,380 +63,380 New
NCM
35
Nantahala Capital Management
Connecticut
$1.31M 62,520 – –
Citadel Advisors
36
Citadel Advisors
Florida
$1.31M 62,174 -4,512 -7%
GCP
37
GSA Capital Partners
United Kingdom
$1.2M 57,017 +32,501 +133%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.11M 52,955 +1,917 +4%
QC
39
Quadrature Capital
United Kingdom
$1M 47,646 +47,646 New
Legal & General Group
40
Legal & General Group
United Kingdom
$993K 47,323 +2,066 +5%
Barclays
41
Barclays
United Kingdom
$960K 45,765 +37,436 +449%
BRWA
42
B. Riley Wealth Advisors
Florida
$946K 45,050 +22,219 +97%
UBS Group
43
UBS Group
Switzerland
$869K 41,407 +4,034 +11%
MHP
44
Manatuck Hill Partners
Connecticut
$840K 40,000 – –
TC
45
TownSquare Capital
Utah
$837K 39,878 +39,878 New
MOS
46
MGO One Seven
Ohio
$837K 39,873 +39,873 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$833K 39,662 +6,025 +18%
Allianz Asset Management
48
Allianz Asset Management
Germany
$810K 38,600 +32,400 +523%
AG
49
Algert Global
California
$766K 36,513 -1,200 -3%
WS
50
Wedbush Securities
California
$761K 36,275 +36,275 New
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