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B. Riley Financial
RILY

Overview Fund Activity

164 hedge funds and large institutions have $581M invested in B. Riley Financial in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
60
Reduced
59
Closed
24
Calls
$19.5M
Puts
$20.9M
Net Calls
-$1.42M
Net Calls Change
+$13.4M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$6.09M
2
HA
2
Heartland Advisors
Wisconsin
$2.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.76M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$50.8M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$321K
3
EPM
3
Equitec Proprietary Markets
Illinois
$56.6M
4
2C
4
272 Capital
Texas
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
XF
51
XML Financial
Maryland
$1.1M 24,597 +24,597 New
SSA
52
Schonfeld Strategic Advisors
New York
$1.07M 24,100 +903 +4%
William Blair & Company
53
William Blair & Company
Illinois
$1.05M 23,503 +7 +0%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.03M 23,166 -15,798 -41%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$950K 21,339 -438 -2%
SPWM
56
Straight Path Wealth Management
Michigan
$939K 21,100 – –
MCM
57
Mork Capital Management
California
$913K 20,500 – –
BRWA
58
B. Riley Wealth Advisors
Florida
$896K 20,118 +1,080 +6%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$894K 20,088 -9,410 -32%
CS
60
Credit Suisse
Switzerland
$894K 20,073 +1,573 +9%
Canada Life
61
Canada Life
Manitoba, Canada
$883K 19,854 +2,469 +14%
UBS AM
62
UBS AM
Illinois
$877K 19,697 -3,643 -16%
SPIA
63
Steward Partners Investment Advisory
New York
$809K 18,161 -75 -0.4%
GCP
64
GSA Capital Partners
United Kingdom
$793K 17,822 +17,822 New
Squarepoint
65
Squarepoint
New York
$781K 17,542 +17,542 New
AC
66
AltraVue Capital
Washington
$765K 17,180 +750 +5%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$729K 16,377 +463 +3%
HWAM
68
Hennion & Walsh Asset Management
New Jersey
$716K 16,081 +247 +2%
VI
69
Vestcor Inc
New Brunswick, Canada
$714K 16,043 – –
Macquarie Group
70
Macquarie Group
Australia
$708K 15,900 – –
Prudential Financial
71
Prudential Financial
New Jersey
$703K 16,170 -515 -3%
YCM
72
Yousif Capital Management
Michigan
$693K 15,571 -694 -4%
AFA
73
Alta Fundamental Advisers
New York
$668K 15,000 – –
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$643K 14,434 -332 -2%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$640K 14,375 +41 +0.3%
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3
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