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B. Riley Financial
RILY

Overview Fund Activity

132 hedge funds and large institutions have $182M invested in B. Riley Financial in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-9
Holders Change %
-6.38%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
39
Reduced
52
Closed
29
Calls
$42.9M
Puts
$105M
Net Calls
-$62.6M
Net Calls Change
+$65M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.05M
2
DFA
2
Davies Financial Advisors
California
$2.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.42M
4
TI
4
TrueMark Investments
Illinois
$1.2M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.7M

Top Sellers

1
EPM
1
Equitec Proprietary Markets
Illinois
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$42K
4
Invesco
4
Invesco
Georgia
$10M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$8.96K 508 – –
GI
102
GAMMA Investing
California
$8.31K 471 +62 +15%
NS
103
NBC Securities
Alabama
$8K 475 – –
BTI
104
Blue Trust Inc
Georgia
$7.92K 374 +374 New
CHA
105
Carmichael Hill & Associates
Maryland
$7.22K 409 +409 New
GJIA
106
Glass Jacobson Investment Advisors
Maryland
$6.9K 391 +9 +2%
IA
107
IFP Advisors
Florida
$6.19K 351 -40 -10%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$5.42K 307 +39 +15%
GWM
109
Geneos Wealth Management
Colorado
$4.41K 250 – –
A
110
AlphaQuest
New York
$3.63K 206 -207 -50%
AEPWM
111
Atlantic Edge Private Wealth Management
Florida
$3.53K 200 – –
QCG
112
Quadrant Capital Group
Ohio
$3.32K 188 +16 +9%
US Bancorp
113
US Bancorp
Minnesota
$3.25K 184 +85 +86%
LC
114
Lindbrook Capital
California
$1.64K 93 +93 New
VCM
115
Versant Capital Management
Arizona
$1.39K 79 -166 -68%
SAM
116
Smartleaf Asset Management
Massachusetts
$1.21K 70 +70 New
PA
117
Parallel Advisors
California
$1.15K 65 -112 -63%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$741 42 – –
TAM
119
Tucker Asset Management
Colorado
$617 35 – –
EWA
120
EverSource Wealth Advisors
Alabama
$595 31 -202 -87%
UB
121
UMB Bank
Missouri
$406 23 +23 New
ECM
122
Everence Capital Management
Indiana
$340 9,890 – –
PA
123
Pineridge Advisors
Missouri
$300 17 – –
FFA
124
Farther Finance Advisors
California
$279 16 -13 -45%
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$194 11 – –
3 4
5
6 7