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B. Riley Financial
RILY

Overview Fund Activity

142 hedge funds and large institutions have $328M invested in B. Riley Financial in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 49 closing their positions.

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
53
Reduced
38
Closed
49
Calls
$69.6M
Puts
$156M
Net Calls
-$86.7M
Net Calls Change
-$19M

Top Buyers

1
Invesco
1
Invesco
Georgia
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
BlackRock
3
BlackRock
New York
$60.4M
4
NC
4
Nokomis Capital
Texas
$9.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.7M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
RGC
2
Redwood Grove Capital
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$2.65M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$398K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
126
Pineridge Advisors
Missouri
$6.82K 325 +325 New
VCM
127
Versant Capital Management
Arizona
$5.65K 269 +144 +115%
GWM
128
Geneos Wealth Management
Colorado
$5.25K 250 – –
GI
129
GAMMA Investing
California
$4.24K 181 +181 New
AEPWM
130
Atlantic Edge Private Wealth Management
Florida
$4.2K 200 +200 New
BWM
131
BKM Wealth Management
Wisconsin
$2.69K 128 +128 New
GFPC
132
Global Financial Private Client
Florida
$2.35K 112 +112 New
S
133
SignatureFD
Georgia
$2.06K 98 -109 -53%
TAM
134
Tucker Asset Management
Colorado
$735 35 – –
AT
135
Arlington Trust
Alabama
$483 23 +23 New
FFA
136
Farther Finance Advisors
California
$315 15 -17 -53%
TC
137
Truvestments Capital
Florida
$231 11 -390 -97%
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$231 11 – –
CA
139
Clearstead Advisors
Ohio
$210 10 -10 -50%
HRCM
140
Hood River Capital Management
Florida
– – -471,202 Closed
RGC
141
Redwood Grove Capital
California
– – -273,567 Closed
KCM
142
Kennedy Capital Management
Missouri
– – -119,632 Closed
MVP
143
Miller Value Partners
Florida
– – -115,300 Closed
CCA
144
Cruiser Capital Advisors
Connecticut
– – -53,511 Closed
MS
145
Maven Securities
Jersey
– – -45,000 Closed
DFCM
146
Dark Forest Capital Management
Puerto Rico
– – -28,371 Closed
Parallax Volatility Advisers
147
Parallax Volatility Advisers
California
– – -27,316 Closed
Voloridge Investment Management
148
Voloridge Investment Management
Florida
– – -24,024 Closed
Federated Hermes
149
Federated Hermes
Pennsylvania
– – -19,059 Closed
OQS
150
Occudo Quantitative Strategies
Florida
– – -18,508 Closed
4 5
6
7 8