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B. Riley Financial
RILY

Overview Fund Activity

157 hedge funds and large institutions have $603M invested in B. Riley Financial in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
65
Reduced
43
Closed
17
Calls
$15.6M
Puts
$83.3M
Net Calls
-$67.8M
Net Calls Change
-$3.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.9M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.2M
4
HRCM
4
Hood River Capital Management
Florida
$19.3M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$31.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
NC
2
Nokomis Capital
Texas
$10.5M
3
RGC
3
Redwood Grove Capital
California
$11.2M
4
Invesco
4
Invesco
Georgia
$10.5M
5
EPM
5
Equitec Proprietary Markets
Illinois
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$1.27K 31 – –
GBT
152
Grove Bank & Trust
Florida
$943 23 +23 New
CA
153
Clearstead Advisors
Ohio
$820 20 +10 +100%
BAAM
154
Baker Avenue Asset Management
California
$574 14 – –
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$451 11 – –
QCG
156
Quadrant Capital Group
Ohio
$451 11 +11 New
JPMPWA
157
J.P. Morgan Private Wealth Advisors
California
– – -158,670 Closed
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
– – -15,866 Closed
Macquarie Group
159
Macquarie Group
Australia
– – -13,800 Closed
HF
160
HRT Financial
New York
– – -13,436 Closed
Squarepoint
161
Squarepoint
New York
– – -10,360 Closed
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
– – -10,000 Closed
XT
163
XTX Topco
Cayman Islands
– – -5,861 Closed
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
– – -5,795 Closed
BCM
165
Bayesian Capital Management
New York
– – -5,634 Closed
ASRS
166
Arizona State Retirement System
Arizona
– – -4,857 Closed
Verition Fund Management
167
Verition Fund Management
Connecticut
– – -4,528 Closed
AAS
168
Avantax Advisory Services
Texas
– – -4,387 Closed
PI
169
PEAK6 Investments
Illinois
– – -3,464 Closed
Russell Investments Group
170
Russell Investments Group
United Kingdom
– – -2,759 Closed
CIA
171
Capital Impact Advisors
Massachusetts
– – -1,775 Closed
PIAS
172
PCA Investment Advisory Services
Ohio
– – -166 Closed
FIA
173
FNY Investment Advisers
New York
– – -125 Closed
C
174
Covestor
United Kingdom
$0 3 -1 -25%
EH
175
EMG Holdings
Connecticut
– – – –
4 5 6
7
8