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BRC Group Holdings

45 hedge funds and large institutions have $178M invested in BRC Group Holdings in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50.59% more ownership

Funds ownership: 0%50.59% (+51%)

39% more capital invested

Capital invested by funds: $128M → $178M (+$50M)

5% more funds holding

Funds holding: 4345 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
5
Increased
16
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$42.6M -$349K -23,065 -1%
ES
2
Equitec Specialists
Illinois
$36.9M -$302K -20,000 -1%
NC
3
Nokomis Capital
Texas
$23.5M -$1.23M -81,666 -6%
DCM
4
Dialectic Capital Management
Connecticut
$17.2M -$141K -9,346 -1%
SG
5
Standard General
New York
$9.22M -$75.6K -5,000 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.96M +$2.41M +159,478 +59%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.02M -$57.5K -3,804 -1%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$6.79M -$1.62M -106,989 -23%
EPM
9
Equitec Proprietary Markets
Illinois
$6.58M -$54K -3,569 -1%
BFA
10
BlackRock Fund Advisors
California
$5.57M +$647K +42,805 +17%
State Street
11
State Street
Massachusetts
$2.02M +$385K +25,471 +30%
MHP
12
Manatuck Hill Partners
Connecticut
$1.48M -$623K -41,200 -34%
Northern Trust
13
Northern Trust
Illinois
$1.45M +$4.2K +278 +0.4%
CC
14
Cannell Capital
Wyoming
$1.2M -$9.84K -651 -1%
BIT
15
BlackRock Institutional Trust
California
$1.16M +$11.6K +770 +1%
IECM
16
Intrinsic Edge Capital Management
Illinois
$998K +$817K +54,066 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$996K +$355K +23,495 +77%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$706K +$71.7K +4,742 +14%
BIM
19
BlackRock Investment Management
Delaware
$666K -$6.24K -413 -1%
TCIM
20
TIAA CREF Investment Management
New York
$525K -$12.7K -843 -3%
Morgan Stanley
21
Morgan Stanley
New York
$499K +$383K +25,330 +1,475%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$352K -$12K -797 -4%
TA
23
Teachers Advisors
New York
$274K -$2.24K -148 -1%
William Blair & Company
24
William Blair & Company
Illinois
$273K -$55.7K -3,683 -20%
JP Morgan Chase
25
JP Morgan Chase
New York
$256K +$210K +13,898 New

RILY Hedge Fund Activity: Q4 2016 in Review

45 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q4 2016, worth a combined $178M — up 39% from $128M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RILY positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 24 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.41M. The largest seller was William Blair Investment Management, cutting an estimated $1.62M.

  • 45 institutional investors held BRC Group Holdings (RILY) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $178M of BRC Group Holdings stock for Q4 2016, up 39% quarter-over-quarter.
  • 5 funds opened new BRC Group Holdings positions in Q4 2016 and 3 closed out, a net change of +2 holders.
  • The largest BRC Group Holdings buyer in Q4 2016 was Vanguard Group, an estimated $2.41M added.
  • The largest BRC Group Holdings seller in Q4 2016 was William Blair Investment Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2016.