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BRC Group Holdings

72 hedge funds and large institutions have $277M invested in BRC Group Holdings in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $238M → $277M (+$39.1M)

1.24% more ownership

Funds ownership: 45.89%47.14% (+1.2%)

0% more funds holding

Funds holding: 7272 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
7
Increased
28
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
76
Hollow Brook Wealth Management
New York
-$200K -10,267 Closed
RA
77
Rational Advisors
New York
-$12K -600 Closed
HR
78
Howe & Rusling
New York
-$4K -195 Closed

RILY Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q2 2018, worth a combined $277M — up 16% from $238M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RILY positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Royce & Associates, adding an estimated $3.93M. The largest seller was Northern Right Capital Management, cutting an estimated $3.65M.

  • 72 institutional investors held BRC Group Holdings (RILY) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $277M of BRC Group Holdings stock for Q2 2018, up 16% quarter-over-quarter.
  • 7 funds opened new BRC Group Holdings positions in Q2 2018 and 6 closed out, a net change of +1 holder.
  • The largest BRC Group Holdings buyer in Q2 2018 was Royce & Associates, an estimated $3.93M added.
  • The largest BRC Group Holdings seller in Q2 2018 was Northern Right Capital Management, an estimated $3.65M sold.

Based on aggregated 13F filings for Q2 2018.