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B. Riley Financial
RILY

Overview Fund Activity

197 hedge funds and large institutions have $977M invested in B. Riley Financial in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 32 closing their positions.

Holders
197
Holders Change
-3
Holders Change %
-1.5%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
31
Increased
72
Reduced
68
Closed
32
Calls
$14.2M
Puts
$16.6M
Net Calls
-$2.37M
Net Calls Change
-$27.8M

Top Buyers

1
EPM
1
Equitec Proprietary Markets
Illinois
$72.2M
2
SCP
2
Steamboat Capital Partners
New York
$16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$8.77M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$20.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.1M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$4.73M
3
BlackRock
3
BlackRock
New York
$193M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$4.64M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K +$14K +206 New
GRP
177
Global Retirement Partners
California
$10K +$10K +205 New
S
178
SignatureFD
Georgia
$6K -$1.96K -30 -25%
TWA
179
TCI Wealth Advisors
Arizona
$5K -$1.42K -21 -22%
FPS
180
Fieldpoint Private Securities
Connecticut
$5K +$5K +70 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GFPC
182
Global Financial Private Client
Florida
$3.83K – – –
TFA
183
Toth Financial Advisory
Virginia
$3K -$476K -6,499 -99%
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$3K +$682 +10 +29%
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +44 New
IA
186
IFP Advisors
Florida
$2K +$2K +75 New
WC
187
Wexford Capital
Florida
$1.47K – – –
Macquarie Group
188
Macquarie Group
Australia
$1.11K – – –
CA
189
Clearstead Advisors
Ohio
$1K – – –
MAM
190
Meeder Asset Management
Ohio
$1K +$1K +10 New
SWA
191
Sutton Wealth Advisors
Florida
$210 -$7.91K -113 -97%
PCM
192
Portolan Capital Management
Massachusetts
– -$8.62M -96,997 Closed
Voloridge Investment Management
193
Voloridge Investment Management
Florida
– -$4.92M -55,393 Closed
Group One Trading
194
Group One Trading
Illinois
– -$3.04M -34,200 Closed
EGI
195
EAM Global Investors
California
– -$2.4M -26,968 Closed
VC
196
Voss Capital
Texas
– -$2.14M -24,092 Closed
PM
197
Precept Management
Texas
– -$1.33M -15,000 Closed
VCM
198
Virtue Capital Management
Tennessee
– -$1.31M -14,766 Closed
CAAS
199
Capital Asset Advisory Services
Michigan
– -$840K -9,452 Closed
ETC
200
Exchange Traded Concepts
Oklahoma
– -$788K -8,871 Closed
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