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B. Riley Financial
RILY

Overview Fund Activity

142 hedge funds and large institutions have $328M invested in B. Riley Financial in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 49 closing their positions.

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
53
Reduced
38
Closed
49
Calls
$69.6M
Puts
$156M
Net Calls
-$86.7M
Net Calls Change
-$19M

Top Buyers

1
Invesco
1
Invesco
Georgia
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
BlackRock
3
BlackRock
New York
$60.4M
4
NC
4
Nokomis Capital
Texas
$9.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.7M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
RGC
2
Redwood Grove Capital
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$2.65M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$398K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$309K 14,716 -386 -3%
Capstone Investment Advisors
77
Capstone Investment Advisors
New York
$309K 14,716 +14,716 New
RI
78
Ridgewood Investments
New Jersey
$307K 14,623 +4,464 +44%
American Century Companies
79
American Century Companies
Missouri
$307K 14,604 +6,630 +83%
SRL
80
Scientech Research LLC
New Jersey
$300K 14,291 +14,291 New
TPSF
81
Texas Permanent School Fund
Texas
$295K 14,047 +45 +0.3%
UBS AM
82
UBS AM
Illinois
$286K 13,644 -1,358 -9%
First Trust Advisors
83
First Trust Advisors
Illinois
$277K 13,210 -52,808 -80%
ET
84
Entropy Technologies
New York
$272K 12,942 +12,942 New
Osaic Holdings
85
Osaic Holdings
Arizona
$231K 10,992 +985 +10%
AIG
86
American International Group
New York
$229K 10,931 +781 +8%
HT
87
HAP Trading
New York
$226K 10,768 +10,768 New
CSS
88
Cubist Systematic Strategies
Connecticut
$225K 10,698 +10,698 New
MIM
89
MetLife Investment Management
New Jersey
$217K 10,318 – –
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$214K 10,178 -100 -1%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$213K 10,160 -119 -1%
Deutsche Bank
92
Deutsche Bank
Germany
$213K 10,144 -167 -2%
Citigroup
93
Citigroup
New York
$212K 10,101 +3,943 +64%
CM
94
Caption Management
Oklahoma
$211K 10,037 +10,037 New
ECM
95
Everence Capital Management
Indiana
$208K 9,890 +9,890 New
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K 9,555 +161 +2%
Comerica Bank
97
Comerica Bank
Texas
$163K 7,751 -97 -1%
Wells Fargo
98
Wells Fargo
California
$152K 7,239 -5,451 -43%
AB
99
Amalgamated Bank
New York
$151K 7,182 -910 -11%
AAM
100
Advisors Asset Management
Colorado
$120K 5,702 -5,047 -47%
2 3
4
5 6