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B. Riley Financial
RILY

Overview Fund Activity

157 hedge funds and large institutions have $603M invested in B. Riley Financial in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
65
Reduced
43
Closed
17
Calls
$15.6M
Puts
$83.3M
Net Calls
-$67.8M
Net Calls Change
-$3.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.9M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.2M
4
HRCM
4
Hood River Capital Management
Florida
$19.3M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$31.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
NC
2
Nokomis Capital
Texas
$10.5M
3
RGC
3
Redwood Grove Capital
California
$11.2M
4
Invesco
4
Invesco
Georgia
$10.5M
5
EPM
5
Equitec Proprietary Markets
Illinois
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$85.9K 2,095 +1,174 +127%
ECM
127
EMC Capital Management
Texas
$78K 1,915 -10,509 -85%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$78K 1,895 – –
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$77.6K 1,893 +2 +0.1%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$76.4K 2,000 +2,000 New
AIP
131
Ameritas Investment Partners
Nebraska
$76.2K 1,858 +268 +17%
PA
132
Parallel Advisors
California
$57.1K 1,394 -161 -10%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$44.3K 1,080 – –
KBC Group
134
KBC Group
Belgium
$32K 788 -352 -31%
US Bancorp
135
US Bancorp
Minnesota
$31.3K 763 +250 +49%
SOW
136
State of Wyoming
Wyoming
$27.8K 677 +677 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K 582 +70 +14%
SPIA
138
Steward Partners Investment Advisory
New York
$19.5K 475 -4,067 -90%
TC
139
Truvestments Capital
Florida
$16.4K 401 +401 New
IA
140
IFP Advisors
Florida
$15.8K 385 +2 +0.5%
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$14.5K 354 +8 +2%
GWM
142
Geneos Wealth Management
Colorado
$10.2K 250 – –
S
143
SignatureFD
Georgia
$8.49K 207 +9 +5%
VCM
144
Versant Capital Management
Arizona
$5.12K 125 – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$4K 97 – –
LC
146
Lindbrook Capital
California
$2.38K 58 +12 +26%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$1.76K 43 – –
TAM
148
Tucker Asset Management
Colorado
$1.44K 35 -190 -84%
FFA
149
Farther Finance Advisors
California
$1.31K 32 – –
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$1.31K 32 +8 +33%
4 5
6
7 8