RILY icon

B. Riley Financial
RILY

Overview Fund Activity

177 hedge funds and large institutions have $1.07B invested in B. Riley Financial in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+37
Holders Change %
+26.43%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
54
Increased
65
Reduced
45
Closed
17
Calls
$21.4M
Puts
$13.6M
Net Calls
+$7.85M
Net Calls Change
-$418K

Top Buyers

1
BlackRock
1
BlackRock
New York
$234M
2
MWNA
2
Marshall Wace North America
New York
$23.5M
3
State Street
3
State Street
Massachusetts
$47.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$76.4M

Top Sellers

1
RA
1
Royce & Associates
New York
$36.9M
2
NC
2
Nokomis Capital
Texas
$15.8M
3
HA
3
Heartland Advisors
Wisconsin
$3.87M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$59.3M
5
OAM
5
Ophir Asset Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$166K +$7.63K +100 +5%
ASN
152
Advisory Services Network
Georgia
$155K +$155K +2,052 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$150K – – –
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$144K +$144K +1,903 New
AIP
155
Ameritas Investment Partners
Nebraska
$120K – – –
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$116K -$507K -6,720 -81%
Lazard Asset Management
157
Lazard Asset Management
New York
$87K – – –
HFM
158
Harvest Fund Management
China
$83K +$83K +1,080 New
MA
159
Montag & Associates
Georgia
$76K – – –
First Eagle Investment Management
160
First Eagle Investment Management
New York
$76K +$76K +1,000 New
DWA
161
Dorsey Wright & Associates
California
$66K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$56K -$117K -1,551 -68%
DOA
163
D'Orazio & Associates
Virginia
$38K +$38K +500 New
CG
164
Cutler Group
California
$30K +$30K +410 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$25K +$25K +319 New
SFPG
166
Stonebridge Financial Planning Group
Florida
$22K – – –
BWA
167
BDO Wealth Advisors
Florida
$15K – – –
EVM
168
Eaton Vance Management
Massachusetts
$9K +$9K +122 New
TWM
169
Tradition Wealth Management
Minnesota
$8K +$8K +100 New
TWA
170
TCI Wealth Advisors
Arizona
$3K +$395 +5 +15%
WQ
171
Wealth Quarterback
New Jersey
$3K +$3K +36 New
TFA
172
Toth Financial Advisory
Virginia
$3K +$3K +39 New
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TFS
174
TrustCore Financial Services
Tennessee
$1K +$1K +18 New
AIG
175
American International Group
New York
$963 +$82 +1,084 +9%
4 5 6
7
8