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B. Riley Financial
RILY

Overview Fund Activity

132 hedge funds and large institutions have $182M invested in B. Riley Financial in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-9
Holders Change %
-6.38%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
39
Reduced
52
Closed
29
Calls
$42.9M
Puts
$105M
Net Calls
-$62.6M
Net Calls Change
+$65M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.05M
2
DFA
2
Davies Financial Advisors
California
$2.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.42M
4
TI
4
TrueMark Investments
Illinois
$1.2M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.7M

Top Sellers

1
EPM
1
Equitec Proprietary Markets
Illinois
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$42K
4
Invesco
4
Invesco
Georgia
$10M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
126
Clearstead Advisors
Ohio
$177 10 – –
HNB
127
Huntington National Bank
Ohio
$176 10 -93 -90%
RIL
128
Rothschild Investment LLC
Illinois
$176 10 +5 +100%
PFBT
129
Parkside Financial Bank & Trust
Missouri
$106 6 +6 New
LFG
130
Larson Financial Group
Missouri
$53 3 +3 New
EPM
131
Equitec Proprietary Markets
Illinois
– – -743,254 Closed
Allspring Global Investments
132
Allspring Global Investments
North Carolina
– – -219,007 Closed
Citadel Advisors
133
Citadel Advisors
Florida
– – -147,414 Closed
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
– – -87,533 Closed
CSS
135
Cubist Systematic Strategies
Connecticut
– – -51,792 Closed
MHP
136
Manatuck Hill Partners
Connecticut
– – -40,000 Closed
Allianz Asset Management
137
Allianz Asset Management
Germany
– – -30,800 Closed
First Trust Advisors
138
First Trust Advisors
Illinois
– – -30,112 Closed
PD
139
Point72 (DIFC)
United Arab Emirates
– – -24,917 Closed
American Century Companies
140
American Century Companies
Missouri
– – -20,241 Closed
ET
141
Entropy Technologies
New York
– – -19,948 Closed
AWM
142
Axxcess Wealth Management
California
– – -18,600 Closed
AQR Capital Management
143
AQR Capital Management
Connecticut
– – -16,503 Closed
MA
144
Mutual Advisors
Nebraska
– – -12,462 Closed
BCM
145
Bayesian Capital Management
New York
– – -11,554 Closed
AIG
146
American International Group
New York
– – -10,835 Closed
LPL Financial
147
LPL Financial
California
– – -10,794 Closed
NRD
148
Nebula Research & Development
New York
– – -9,863 Closed
DC
149
Diametric Capital
Massachusetts
– – -9,630 Closed
MFG
150
Merit Financial Group
Georgia
– – -7,841 Closed
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