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B. Riley Financial
RILY

Overview Fund Activity

148 hedge funds and large institutions have $582M invested in B. Riley Financial in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 22 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
26
Increased
33
Reduced
65
Closed
22
Calls
$24.2M
Puts
$88.7M
Net Calls
-$64.4M
Net Calls Change
+$2.4M

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$12.3M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$8.84M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$13.2M
4
RGC
4
Redwood Grove Capital
California
$16.5M
5
RA
5
Royce & Associates
New York
$26.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$121M
2
EPM
2
Equitec Proprietary Markets
Illinois
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.4K
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$23.6K 513 -7 -1%
IA
127
IFP Advisors
Florida
$17.6K 383 +2 +0.5%
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$15.9K 346 +346 New
GWM
129
Geneos Wealth Management
Colorado
$11.5K 250 – –
TAM
130
Tucker Asset Management
Colorado
$10.3K 225 – –
BWA
131
BDO Wealth Advisors
Florida
$9.2K 200 – –
S
132
SignatureFD
Georgia
$9.1K 198 -2 -1%
PIAS
133
PCA Investment Advisory Services
Ohio
$7.63K 166 +166 New
VCM
134
Versant Capital Management
Arizona
$5.75K 125 +125 New
FIA
135
FNY Investment Advisers
New York
$5K 125 +50 +67%
ACM
136
Aquatic Capital Management
Illinois
$5K 100 +100 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$4K 97 +87 +870%
LC
138
Lindbrook Capital
California
$2.12K 46 +46 New
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$2.02K 44 – –
PFBT
140
Parkside Financial Bank & Trust
Missouri
$1.98K 43 +43 New
FFA
141
Farther Finance Advisors
California
$1.47K 32 – –
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$1.43K 31 +31 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$1.1K 24 – –
BAAM
144
Baker Avenue Asset Management
California
$644 14 +14 New
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$506 11 – –
CA
146
Clearstead Advisors
Ohio
$460 10 – –
ECM
147
EMC Capital Management
Texas
$153 12,424 +10,509 +549%
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
– – -112,307 Closed
SFM
149
Soros Fund Management
New York
– – -64,341 Closed
BSG
150
Black Swift Group
Colorado
– – -50,000 Closed
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6
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