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B. Riley Financial
RILY

Overview Fund Activity

197 hedge funds and large institutions have $977M invested in B. Riley Financial in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 32 closing their positions.

Holders
197
Holders Change
-3
Holders Change %
-1.5%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
31
Increased
72
Reduced
68
Closed
32
Calls
$14.2M
Puts
$16.6M
Net Calls
-$2.37M
Net Calls Change
-$27.8M

Top Buyers

1
EPM
1
Equitec Proprietary Markets
Illinois
$72.2M
2
SCP
2
Steamboat Capital Partners
New York
$16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$8.77M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$20.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.1M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$4.73M
3
BlackRock
3
BlackRock
New York
$193M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$4.64M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Blueshift Asset Management
New Jersey
$233K +$233K +3,327 New
DA
152
Denali Advisors
California
$231K +$230K +3,286 +23,471%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$219K +$14.3K +204 +7%
AWS
154
Atria Wealth Solutions
New York
$210K +$210K +3,004 New
OAM
155
Oppenheimer Asset Management
New York
$203K -$20.3K -290 -9%
UBS Group
156
UBS Group
Switzerland
$168K +$126K +1,807 +303%
MOACM
157
Mutual of America Capital Management
New York
$162K +$9.36K +134 +6%
GWM
158
Geneos Wealth Management
Colorado
$152K – – –
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$139K – – –
AIP
160
Ameritas Investment Partners
Nebraska
$111K – – –
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$100K -$772 -11 -0.8%
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$86.3K -$274K -3,921 -76%
DWA
163
Dorsey Wright & Associates
California
$68K -$9.28K -133 -12%
WAM
164
Worth Asset Management
Texas
$58K +$58K +1,240 New
US Bancorp
165
US Bancorp
Minnesota
$48K +$35.7K +510 +290%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$34K -$6.22K -88 -15%
UB
167
UMB Bank
Missouri
$34K – – –
ECM
168
EMC Capital Management
Texas
$34K +$34K +744 New
SSG
169
Summit Securities Group
New York
$28K +$28K +400 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$25K +$19.8K +287 +383%
TAM
171
Tucker Asset Management
Colorado
$22.7K +$22.7K +325 New
TRCT
172
Tower Research Capital (TRC)
New York
$21K -$93.3K -1,306 -82%
SWM
173
Sugarloaf Wealth Management
Georgia
$15K +$15K +215 New
BWA
174
BDO Wealth Advisors
Florida
$14K – – –
FF
175
FourThought Financial
Florida
$14K +$14K +200 New
5 6
7
8 9