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B. Riley Financial
RILY

Overview Fund Activity

164 hedge funds and large institutions have $581M invested in B. Riley Financial in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
60
Reduced
59
Closed
24
Calls
$19.5M
Puts
$20.9M
Net Calls
-$1.42M
Net Calls Change
+$13.4M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$6.09M
2
HA
2
Heartland Advisors
Wisconsin
$2.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.76M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$50.8M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$321K
3
EPM
3
Equitec Proprietary Markets
Illinois
$56.6M
4
2C
4
272 Capital
Texas
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$1K 32 -40 -56%
MAM
152
Meeder Asset Management
Ohio
$1K 19 -3 -14%
BTI
153
Blue Trust Inc
Georgia
$1K 33 -2 -6%
Allspring Global Investments
154
Allspring Global Investments
North Carolina
$1K 44 – –
RA
155
Rise Advisors
New York
$1K 21 +1 +5%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$1K 17 +17 New
2C
157
272 Capital
Texas
– – -72,799 Closed
VIA
158
Vident Investment Advisory
Georgia
– – -44,273 Closed
PP
159
PDT Partners
New York
– – -35,022 Closed
HF
160
HRT Financial
New York
– – -30,853 Closed
AssetMark Inc
161
AssetMark Inc
California
– – -27,949 Closed
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
– – -27,390 Closed
DTL
163
Dynamic Technology Lab
Singapore
– – -25,280 Closed
SIM
164
SummerHaven Investment Management
Connecticut
– – -13,326 Closed
Los Angeles Capital Management
165
Los Angeles Capital Management
California
– – -11,225 Closed
PI
166
PEAK6 Investments
Illinois
– – -10,745 Closed
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
– – -10,650 Closed
Jane Street
168
Jane Street
New York
– – -9,713 Closed
GC
169
Guggenheim Capital
Illinois
– – -9,486 Closed
KWM
170
Kingsview Wealth Management
Oregon
– – -7,230 Closed
CCA
171
Cadent Capital Advisors
Oklahoma
– – -6,400 Closed
SWM
172
SeaCrest Wealth Management
New York
– – -1,000 Closed
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
– – -566 Closed
UB
174
UMB Bank
Missouri
– – -492 Closed
RTC
175
Riverview Trust Company
Washington
– – -307 Closed
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