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B. Riley Financial
RILY

Overview Fund Activity

132 hedge funds and large institutions have $182M invested in B. Riley Financial in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-9
Holders Change %
-6.38%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
39
Reduced
52
Closed
29
Calls
$42.9M
Puts
$105M
Net Calls
-$62.6M
Net Calls Change
+$65M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.05M
2
DFA
2
Davies Financial Advisors
California
$2.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.42M
4
TI
4
TrueMark Investments
Illinois
$1.2M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.7M

Top Sellers

1
EPM
1
Equitec Proprietary Markets
Illinois
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$42K
4
Invesco
4
Invesco
Georgia
$10M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$941K 53,363 -1,200 -2%
NC
27
Nokomis Capital
Texas
$936K 53,055 -78,837 -60%
Ameriprise
28
Ameriprise
Minnesota
$901K 51,094 -99,747 -66%
Bank of America
29
Bank of America
North Carolina
$866K 49,086 +2,176 +5%
Legal & General Group
30
Legal & General Group
United Kingdom
$824K 46,687 -361 -0.8%
GCP
31
GSA Capital Partners
United Kingdom
$819K 46,454 +33,695 +264%
Millennium Management
32
Millennium Management
New York
$795K 45,089 +8,616 +24%
RA
33
Royce & Associates
New York
$787K 44,633 – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$773K 43,824 +980 +2%
Creative Planning
35
Creative Planning
Kansas
$683K 38,699 +293 +0.8%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$635K 36,008 +1,729 +5%
MOS
37
MGO One Seven
Ohio
$607K 34,425 -448 -1%
TC
38
TownSquare Capital
Utah
$607K 34,396 -477 -1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$586K 33,200 – –
UBS AM
40
UBS AM
Illinois
$555K 31,449 +17,805 +130%
HF
41
HRT Financial
New York
$545K 30,920 +30,920 New
Marshall Wace
42
Marshall Wace
United Kingdom
$509K 28,877 +28,877 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$504K 28,584 +9,010 +46%
TPSF
44
Texas Permanent School Fund
Texas
$472K 26,774 +12,545 +88%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$462K 26,189 +14,172 +118%
Wells Fargo
46
Wells Fargo
California
$453K 25,697 +10,731 +72%
MCM
47
Mork Capital Management
California
$441K 25,000 – –
NCM
48
Nantahala Capital Management
Connecticut
$423K 23,976 -38,544 -62%
LA
49
LexAurum Advisors
Kansas
$413K 23,430 -5,269 -18%
Simplex Trading
50
Simplex Trading
Illinois
$394K 22,357 -63,185 -74%
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