RILY icon

B. Riley Financial
RILY

Overview Fund Activity

170 hedge funds and large institutions have $453M invested in B. Riley Financial in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 26 closing their positions.

Holders
170
Holders Change
+6
Holders Change %
+3.66%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
59
Reduced
51
Closed
26
Calls
$11.6M
Puts
$20.8M
Net Calls
-$9.19M
Net Calls Change
-$7.78M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$15.8M
2
BlackRock
2
BlackRock
New York
$97.1M
3
2C
3
272 Capital
Texas
$5.57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.92M
5
NC
5
Nokomis Capital
Texas
$13.7M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
SAM
2
Soviero Asset Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.6M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.34M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$8.55K 250 – –
AWM
152
Accurate Wealth Management
Florida
$7.57K 200 +200 New
Dimensional Fund Advisors
153
Dimensional Fund Advisors
Texas
$6.89K 201,470 -17,751 -8%
BWA
154
BDO Wealth Advisors
Florida
$6.84K 200 – –
SWA
155
Sutton Wealth Advisors
Florida
$5.85K 171 +171 New
S
156
SignatureFD
Georgia
$3.39K 99 +67 +209%
IA
157
IFP Advisors
Florida
$3K 90 +13 +17%
US Bancorp
158
US Bancorp
Minnesota
$1.78K 52 -57 -52%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$1.5K 44 – –
TWA
160
TCI Wealth Advisors
Arizona
$1.14K 33 -125 -79%
FFA
161
Farther Finance Advisors
California
$1.09K 32 +32 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1K 23 -25 -52%
RA
163
Rise Advisors
New York
$726 21 – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$581 17 -60 -78%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$376 11 – –
CA
166
Clearstead Advisors
Ohio
$342 10 – –
ECM
167
Everence Capital Management
Indiana
$231 6,740 +6,740 New
JWA
168
JFS Wealth Advisors
Pennsylvania
$68 2 -3 -60%
DI
169
Disciplined Investments
Oklahoma
$34 1 -1 -50%
HRCM
170
Hood River Capital Management
Florida
– – -292,371 Closed
SAM
171
Soviero Asset Management
New York
– – -215,000 Closed
Victory Capital Management
172
Victory Capital Management
Texas
– – -165,450 Closed
BIM
173
Bridgecreek Investment Management
Oklahoma
– – -90,125 Closed
GCP
174
GSA Capital Partners
United Kingdom
– – -17,822 Closed
Truist Financial
175
Truist Financial
North Carolina
– – -10,526 Closed
5 6
7
8 9