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B. Riley Financial
RILY

Overview Fund Activity

144 hedge funds and large institutions have $372M invested in B. Riley Financial in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-26
Holders Change %
-15.29%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
52
Reduced
57
Closed
41
Calls
$15.1M
Puts
$81.9M
Net Calls
-$66.8M
Net Calls Change
-$57.7M

Top Buyers

1
RGC
1
Redwood Grove Capital
California
$8.41M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$4.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.51M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$3.19M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.26M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$3.12M
2
2C
2
272 Capital
Texas
$0
3
HA
3
Heartland Advisors
Wisconsin
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
GCM
5
Graham Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$10.3K +$10.3K +363 New
IA
127
IFP Advisors
Florida
$7.94K +$6.07K +291 +323%
GWM
128
Geneos Wealth Management
Colorado
$7.1K – – –
TAM
129
Tucker Asset Management
Colorado
$6.39K -$1.42K -50 -18%
SSG
130
Summit Securities Group
New York
$6K +$6K +200 New
BWA
131
BDO Wealth Advisors
Florida
$5.68K – – –
S
132
SignatureFD
Georgia
$5.68K +$2.87K +101 +102%
FIA
133
FNY Investment Advisers
New York
$2K -$11.3K -425 -85%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$1.25K – – –
EI
135
Ellevest Inc
New York
$1.08K -$6.08K -214 -85%
TWA
136
TCI Wealth Advisors
Arizona
$984 +$56 +2 +6%
FFA
137
Farther Finance Advisors
California
$908 – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$681 +$199 +7 +41%
RA
139
Rise Advisors
New York
$622 +$28 +1 +5%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$312 – – –
CA
141
Clearstead Advisors
Ohio
$284 – – –
2C
142
272 Capital
Texas
– -$5.57M -162,799 Closed
HA
143
Heartland Advisors
Wisconsin
– -$4.72M -137,926 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
– -$4.08M -119,139 Closed
GCM
145
Graham Capital Management
Connecticut
– -$2.21M -64,749 Closed
ECM
146
ExodusPoint Capital Management
New York
– -$1.97M -57,547 Closed
Hotchkis & Wiley Capital Management
147
Hotchkis & Wiley Capital Management
California
– -$1.95M -57,000 Closed
AA
148
Ancora Advisors
Ohio
– -$1.76M -51,565 Closed
BGIM
149
Brandywine Global Investment Management
Pennsylvania
– -$1.74M -50,738 Closed
ECP
150
Epacria Capital Partners
Colorado
– -$1.67M -50,042 Closed
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