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B. Riley Financial
RILY

Overview Fund Activity

140 hedge funds and large institutions have $703M invested in B. Riley Financial in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+40
Holders Change %
+40%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
50
Increased
41
Reduced
42
Closed
8
Calls
$16.9M
Puts
$8.59M
Net Calls
+$8.27M
Net Calls Change
+$7.21M

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$21.6M
2
OAM
2
Ophir Asset Management
Australia
$17.1M
3
SAM
3
Soviero Asset Management
New York
$28.2M
4
BlackRock
4
BlackRock
New York
$94.8M
5
KCM
5
Kennedy Capital Management
Missouri
$9.19M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$28.3M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$58.4M
3
JAM
3
Jupiter Asset Management
United Kingdom
$3.58M
4
RA
4
Royce & Associates
New York
$44.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Group One Trading
126
Group One Trading
Illinois
$100K 1,770 +1,770 New
AIP
127
Ameritas Investment Partners
Nebraska
$90K 1,590 – –
Canada Life
128
Canada Life
Manitoba, Canada
$85K 1,506 +13 +0.9%
Lazard Asset Management
129
Lazard Asset Management
New York
$65K 1,161 +260 +29%
MA
130
Montag & Associates
Georgia
$56K 1,000 +1,000 New
DWA
131
Dorsey Wright & Associates
California
$49.6K 880 +507 +136%
FC
132
FORA Capital
Florida
$45K 792 +792 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$35K 576 -2,338 -80%
SFPG
134
Stonebridge Financial Planning Group
Florida
$18K 300 – –
BWA
135
BDO Wealth Advisors
Florida
$11K 200 – –
TWA
136
TCI Wealth Advisors
Arizona
$2K 33 +33 New
S
137
SignatureFD
Georgia
$1K 11 -8 -42%
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 19 +19 New
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$992 17,600 +17,600 New
AIG
140
American International Group
New York
$658 11,665 +634 +6%
Wellington Management Group
141
Wellington Management Group
Massachusetts
– – -37,622 Closed
Axa
142
Axa
France
– – -22,173 Closed
GCP
143
GSA Capital Partners
United Kingdom
– – -6,981 Closed
PAM
144
Panagora Asset Management
Massachusetts
– – -5,705 Closed
ES
145
Equitec Specialists
Illinois
– – -5,700 Closed
CCIA
146
Campbell & Co Investment Adviser
Maryland
– – -5,159 Closed
CA
147
Clearstead Advisors
Ohio
– – -200 Closed
TWM
148
Tradition Wealth Management
Minnesota
– – -150 Closed
PI
149
PEAK6 Investments
Illinois
– – – –
CFGS
150
Concourse Financial Group Securities
Alabama
– – – –
2 3 4 5
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