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B. Riley Financial
RILY

Overview Fund Activity

157 hedge funds and large institutions have $603M invested in B. Riley Financial in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
65
Reduced
43
Closed
17
Calls
$15.6M
Puts
$83.3M
Net Calls
-$67.8M
Net Calls Change
-$3.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.9M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.2M
4
HRCM
4
Hood River Capital Management
Florida
$19.3M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$31.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
NC
2
Nokomis Capital
Texas
$10.5M
3
RGC
3
Redwood Grove Capital
California
$11.2M
4
Invesco
4
Invesco
Georgia
$10.5M
5
EPM
5
Equitec Proprietary Markets
Illinois
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
Voloridge Investment Management
51
Voloridge Investment Management
Florida
$985K 24,024 -434 -2%
XF
52
XML Financial
Maryland
$978K 23,857 -748 -3%
AllianceBernstein
53
AllianceBernstein
Tennessee
$937K 22,853 – –
BRWA
54
B. Riley Wealth Advisors
Florida
$936K 22,831 -1,620 -7%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$836K 20,406 -7,561 -27%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$810K 19,762 +10,910 +123%
Prudential Financial
57
Prudential Financial
New Jersey
$790K 19,271 -235 -1%
Federated Hermes
58
Federated Hermes
Pennsylvania
$781K 19,059 +19,059 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$781K 19,043 -2,390 -11%
OQS
60
Occudo Quantitative Strategies
Florida
$759K 18,508 +18,508 New
SPWM
61
Straight Path Wealth Management
Michigan
$739K 18,019 -1,481 -8%
HWAM
62
Hennion & Walsh Asset Management
New Jersey
$694K 16,922 +2,592 +18%
Creative Planning
63
Creative Planning
Kansas
$662K 16,150 -954 -6%
CS
64
Credit Suisse
Switzerland
$643K 15,698 +52 +0.3%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$619K 15,102 +29 +0.2%
Canada Life
66
Canada Life
Manitoba, Canada
$616K 15,052 +1,149 +8%
UBS AM
67
UBS AM
Illinois
$615K 15,002 +7,055 +89%
TPSF
68
Texas Permanent School Fund
Texas
$574K 14,002 +282 +2%
DIG
69
DeepCurrents Investment Group
New York
$551K 13,448 +3,828 +40%
PCM
70
Prelude Capital Management
New York
$531K 12,966 +12,966 New
Wells Fargo
71
Wells Fargo
California
$520K 12,690 +874 +7%
William Blair & Company
72
William Blair & Company
Illinois
$505K 12,329 – –
LPL Financial
73
LPL Financial
California
$481K 11,732 +1,861 +19%
Jane Street
74
Jane Street
New York
$475K 11,595 -11,597 -50%
JIP
75
Jaffetilchin Investment Partners
Florida
$468K 11,411 -9,144 -44%
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