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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 %
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$119K 5,661 – –
SG Americas Securities
102
SG Americas Securities
New York
$119K 5,665 +5,665 New
Point72 Asset Management
103
Point72 Asset Management
Connecticut
$115K 5,500 +5,500 New
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$114K 5,439 – –
TRCT
105
Tower Research Capital (TRC)
New York
$110K 5,255 +3,160 +151%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$101K 4,813 -100 -2%
MTIM
107
Marathon Trading Investment Management
Pennsylvania
$92.4K 4,400 +4,400 New
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$89.8K 4,276 +323 +8%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$68.8K 3,279 – –
CG
110
Cutler Group
California
$54K 2,618 +2,618 New
ASN
111
Advisory Services Network
Georgia
$42K 2,000 +2,000 New
BFEC
112
Benjamin F. Edwards & Company
Missouri
$41K 1,979 +84 +4%
ECM
113
EMC Capital Management
Texas
$40K 1,915 – –
AIP
114
Ameritas Investment Partners
Nebraska
$39K 1,858 – –
Belvedere Trading
115
Belvedere Trading
Illinois
$29.2K 1,391 +1,391 New
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$22.7K 1,080 – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$20.8K 990 -903 -48%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K 764 +182 +31%
DPW
119
DiNuzzo Private Wealth
Pennsylvania
$14K 1,379 +1,379 New
GRP
120
Global Retirement Partners
California
$11.6K 500 +500 New
PA
121
Parallel Advisors
California
$10.1K 481 -913 -65%
NS
122
NBC Securities
Alabama
$9K 475 +475 New
US Bancorp
123
US Bancorp
Minnesota
$8.65K 412 -351 -46%
IA
124
IFP Advisors
Florida
$8.18K 389 +4 +1%
GJIA
125
Glass Jacobson Investment Advisors
Maryland
$7.83K 373 +19 +5%
3 4
5
6 7