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B. Riley Financial
RILY

Overview Fund Activity

200 hedge funds and large institutions have $1.22B invested in B. Riley Financial in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 30 closing their positions.

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
46
Increased
65
Reduced
64
Closed
30
Calls
$35M
Puts
$9.6M
Net Calls
+$25.4M
Net Calls Change
+$19.7M

Top Buyers

1
Invesco
1
Invesco
Georgia
$33.4M
2
SAM
2
Soviero Asset Management
New York
$37.3M
3
PCM
3
Portolan Capital Management
Massachusetts
$8.62M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$16.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.3M

Top Sellers

1
BRF
1
B. Riley Financial
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.07M
3
Citadel Advisors
3
Citadel Advisors
Florida
$965K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$97.6M
5
Northern Trust
5
Northern Trust
Illinois
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$44K 492 +492 New
EVM
177
Eaton Vance Management
Massachusetts
$20K 230 +210 +1,050%
BWA
178
BDO Wealth Advisors
Florida
$18K 200 – –
SFPG
179
Stonebridge Financial Planning Group
Florida
$17K 300 – –
US Bancorp
180
US Bancorp
Minnesota
$16K 176 +176 New
S
181
SignatureFD
Georgia
$11K 122 +122 New
SWA
182
Sutton Wealth Advisors
Florida
$10.3K 116 +116 New
TWM
183
Tradition Wealth Management
Minnesota
$9K 100 – –
TWA
184
TCI Wealth Advisors
Arizona
$8K 95 +46 +94%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$7K 75 -1 -1%
Bessemer Group
186
Bessemer Group
New Jersey
$6K 63 +63 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$5K 58 +58 New
GFPC
188
Global Financial Private Client
Florida
$4.89K 55 +55 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$4K 44 +44 New
Allspring Global Investments
190
Allspring Global Investments
North Carolina
$3K 34 +34 New
TFS
191
TrustCore Financial Services
Tennessee
$2K 25 +7 +39%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$2K 21 +21 New
WC
193
Wexford Capital
Florida
$1.87K 21,000 +21,000 New
DA
194
Denali Advisors
California
$1K 14 +7 +100%
CA
195
Clearstead Advisors
Ohio
$1K 10 +10 New
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$879 9,893 -144 -1%
BRF
197
B. Riley Financial
California
– – -317,915 Closed
Millennium Management
198
Millennium Management
New York
– – -59,546 Closed
Arrowstreet Capital
199
Arrowstreet Capital
Massachusetts
– – -54,666 Closed
HF
200
HRT Financial
New York
– – -32,861 Closed
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