RILY icon

B. Riley Financial
RILY

Overview Fund Activity

164 hedge funds and large institutions have $581M invested in B. Riley Financial in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
60
Reduced
59
Closed
24
Calls
$19.5M
Puts
$20.9M
Net Calls
-$1.42M
Net Calls Change
+$13.4M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$6.09M
2
HA
2
Heartland Advisors
Wisconsin
$2.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.76M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$50.8M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$321K
3
EPM
3
Equitec Proprietary Markets
Illinois
$56.6M
4
2C
4
272 Capital
Texas
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$137K 3,081 +3,081 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$88K 1,984 – –
KBC Group
128
KBC Group
Belgium
$72K 1,610 – –
PHK
129
Point72 Hong Kong
Hong Kong
$71K 1,594 +77 +5%
AIP
130
Ameritas Investment Partners
Nebraska
$70K 1,590 – –
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$54.9K 1,233 – –
WAM
132
Worth Asset Management
Texas
$48K 1,068 -176 -14%
ECM
133
EMC Capital Management
Texas
$47K 1,048 – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$41K 946 +107 +13%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K 686 +234 +52%
GRP
136
Global Retirement Partners
California
$25K 615 +321 +109%
FF
137
FourThought Financial
Florida
$13K 300 – –
TAM
138
Tucker Asset Management
Colorado
$11.2K 275 – –
GWM
139
Geneos Wealth Management
Colorado
$11K 250 -1,925 -89%
SWM
140
Sugarloaf Wealth Management
Georgia
$10K 215 – –
BWA
141
BDO Wealth Advisors
Florida
$9K 200 – –
TWA
142
TCI Wealth Advisors
Arizona
$7K 158 +56 +55%
US Bancorp
143
US Bancorp
Minnesota
$5K 109 -464 -81%
QCG
144
Quadrant Capital Group
Ohio
$5K 108 +108 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$3K 77 +47 +157%
TFA
146
Toth Financial Advisory
Virginia
$2K 42 +1 +2%
IA
147
IFP Advisors
Florida
$2K 77 +2 +3%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$2K 35 +9 +35%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$2K 48 +27 +129%
EI
150
Ellevest Inc
New York
$2K 53 +53 New
4 5
6
7 8