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B. Riley Financial
RILY

Overview Fund Activity

132 hedge funds and large institutions have $182M invested in B. Riley Financial in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-9
Holders Change %
-6.38%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
39
Reduced
52
Closed
29
Calls
$42.9M
Puts
$105M
Net Calls
-$62.6M
Net Calls Change
+$65M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.05M
2
DFA
2
Davies Financial Advisors
California
$2.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.42M
4
TI
4
TrueMark Investments
Illinois
$1.2M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.7M

Top Sellers

1
EPM
1
Equitec Proprietary Markets
Illinois
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$42K
4
Invesco
4
Invesco
Georgia
$10M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
151
Advisors Asset Management
Colorado
– – -2,741 Closed
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
– – -1,080 Closed
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
– – -700 Closed
FCAS
154
First Command Advisory Services
Texas
– – -400 Closed
EC
155
EntryPoint Capital
New York
– – -305 Closed
GRP
156
Global Retirement Partners
California
– – -300 Closed
TC
157
Truvestments Capital
Florida
– – -11 Closed
SWM
158
Sanctuary Wealth Management
Idaho
– – -10 Closed
AWM
159
Avior Wealth Management
Nebraska
– – -5 Closed
C
160
Covestor
United Kingdom
$0 3 -2 -40%
PCR
161
Potrero Capital Research
California
– – – –
ECU
162
Eisler Capital (US)
New York
– – – –
BFM
163
Boothbay Fund Management
New York
– – – –
MTIM
164
Marathon Trading Investment Management
Pennsylvania
– – – –
WAM
165
Warberg Asset Management
Illinois
– – – –
MC
166
Muzinich & Co
New York
– – – –
Belvedere Trading
167
Belvedere Trading
Illinois
– – – –
Squarepoint
168
Squarepoint
New York
– – – –
CFGS
169
Concourse Financial Group Securities
Alabama
– – – –
SFM
170
Soros Fund Management
New York
– – – –
Group One Trading
171
Group One Trading
Illinois
– – – –
SSG
172
Summit Securities Group
New York
– – – –
HT
173
HAP Trading
New York
– – – –
Walleye Capital
174
Walleye Capital
New York
– – – –
MC
175
Medici Capital
California
– – – –
4 5 6
7
8