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B. Riley Financial
RILY

Overview Fund Activity

125 hedge funds and large institutions have $42.7M invested in B. Riley Financial in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 43 closing their positions.

Holders
125
Holders Change
-7
Holders Change %
-5.3%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
31
Reduced
39
Closed
43
Calls
$26.7M
Puts
$47M
Net Calls
-$20.3M
Net Calls Change
+$42.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.32M
2
Capital Fund Management (CFM)
2
Capital Fund Management (CFM)
France
$2M
3
SFM
3
Soros Fund Management
New York
$1.05M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$992K
5
Millennium Management
5
Millennium Management
New York
$1.16M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
BlackRock
2
BlackRock
New York
$7.76M
3
State Street
3
State Street
Massachusetts
$2.53M
4
Invesco
4
Invesco
Georgia
$819K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$803 153 -154 -50%
GRP
102
Global Retirement Partners
California
$788 150 +150 New
AF
103
Advisornet Financial
Minnesota
$572 109 +109 New
Citadel Advisors
104
Citadel Advisors
Florida
$457 87 +87 New
PA
105
Parallel Advisors
California
$431 82 +17 +26%
LC
106
Lindbrook Capital
California
$383 73 -20 -22%
QL
107
Quarry LP
New York
$294 56 -586 -91%
EWA
108
EverSource Wealth Advisors
Alabama
$289 55 +24 +77%
CC
109
Centiva Capital
New York
$252 48 +48 New
SAM
110
Smartleaf Asset Management
Massachusetts
$249 47 -23 -33%
S
111
SignatureFD
Georgia
$205 39 -519 -93%
TAM
112
Tucker Asset Management
Colorado
$184 35 – –
SCM
113
Sterling Capital Management
North Carolina
$110 21 +21 New
PA
114
Pineridge Advisors
Missouri
$89 17 – –
FFA
115
Farther Finance Advisors
California
$74 14 -2 -13%
FMII
116
Farmers & Merchants Investments Inc
Nebraska
$58 11 – –
TC
117
Truvestments Capital
Florida
$58 11 +11 New
CA
118
Clearstead Advisors
Ohio
$53 10 – –
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$47 9 -1,263 -99%
LFG
120
Larson Financial Group
Missouri
$16 3 – –
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$16 3 +3 New
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$5 1 +1 New
GGI
123
Godsey & Gibb Inc
Virginia
$4 1 +1 New
PAIM
124
Punch & Associates Investment Management
Minnesota
– – -660,920 Closed
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
– – -116,156 Closed
3 4
5
6 7