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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 %
FHB
76
First Hawaiian Bank
Hawaii
$460K 11,217 – –
OWIM
77
Old West Investment Management
California
$452K 11,038 +11,038 New
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$452K 11,037 -6,773 -38%
AAM
79
Advisors Asset Management
Colorado
$441K 10,749 -709 -6%
KWM
80
Kingsview Wealth Management
Oregon
$440K 10,744 +10,744 New
LIM
81
Leavell Investment Management
Alabama
$439K 10,700 -600 -5%
AA
82
Antipodean Advisors
New York
$436K 10,629 +10,629 New
MIM
83
MetLife Investment Management
New Jersey
$423K 10,318 – –
Deutsche Bank
84
Deutsche Bank
Germany
$423K 10,311 +1,167 +13%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$421K 10,279 -89 -0.9%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$421K 10,278 +5,500 +115%
RI
87
Ridgewood Investments
New Jersey
$416K 10,159 +27 +0.3%
AIG
88
American International Group
New York
$416K 10,150 +272 +3%
Osaic Holdings
89
Osaic Holdings
Arizona
$410K 10,007 -340 -3%
OR
90
Olympiad Research
Connecticut
$396K 9,671 +9,671 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$385K 9,394 +2,146 +30%
Wolverine Trading
92
Wolverine Trading
Illinois
$380K 9,261 +9,261 New
Franklin Resources
93
Franklin Resources
California
$358K 8,733 – –
CAM
94
Cresset Asset Management
Illinois
$354K 8,637 +44 +0.5%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$354K 8,647 -7 -0.1%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$344K 8,400 +100 +1%
Barclays
97
Barclays
United Kingdom
$341K 8,329 -467 -5%
HBWM
98
Hollow Brook Wealth Management
New York
$337K 8,212 +2 +0%
YCM
99
Yousif Capital Management
Michigan
$336K 8,190 -185 -2%
AB
100
Amalgamated Bank
New York
$332K 8,092 +283 +4%
2 3
4
5 6