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BRC Group Holdings

84 hedge funds and large institutions have $207M invested in BRC Group Holdings in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 7784 (+7)

1.01% more ownership

Funds ownership: 44.89%45.9% (+1%)

3% more capital invested

Capital invested by funds: $202M → $207M (+$5.53M)

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
21
Increased
34
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$39.3M
NC
2
Nokomis Capital
Texas
$21.6M
BlackRock
3
BlackRock
New York
$19.9M +$6.63M +381,471 +48%
PAIM
4
Punch & Associates Investment Management
Minnesota
$19.1M +$6.74M +387,482 +53%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13M +$726K +41,743 +6%
NIMC
6
NWQ Investment Management Company
California
$12.1M +$5.1M +293,398 +70%
EPM
7
Equitec Proprietary Markets
Illinois
$9.09M +$362K +20,825 +4%
NRCM
8
Northern Right Capital Management
Connecticut
$7.21M +$1.26M +72,627 +21%
RA
9
Royce & Associates
New York
$4.77M +$4.45M +255,914 +1,083%
State Street
10
State Street
Massachusetts
$4.16M +$595K +34,205 +16%
Northern Trust
11
Northern Trust
Illinois
$4.04M +$1.07M +61,429 +35%
MHP
12
Manatuck Hill Partners
Connecticut
$3.58M
JAM
13
Jupiter Asset Management
United Kingdom
$3.5M +$3.56M +205,043 New
Russell Investments Group
14
Russell Investments Group
United Kingdom
$3.34M +$3.41M +196,038 New
SG
15
Standard General
New York
$2.86M -$5.78M -332,264 -66%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.74M +$114K +6,545 +4%
Millennium Management
17
Millennium Management
New York
$2.03M -$2.53M -145,519 -55%
Invesco
18
Invesco
Georgia
$1.99M +$1.75M +100,423 +614%
Wells Fargo
19
Wells Fargo
California
$1.92M +$1.75M +100,471 +815%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.9M -$1.53M -87,800 -44%
IECM
21
Intrinsic Edge Capital Management
Illinois
$1.86M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.75M +$384K +22,111 +27%
JIR
23
James Investment Research
Ohio
$1.64M -$11.3K -650 -0.7%
FTCM
24
First Trust Capital Management
Illinois
$1.54M +$1.03M +59,483 New
ACM
25
Ativo Capital Management
Illinois
$1.47M +$330K +19,008 +28%

RILY Hedge Fund Activity: Q3 2017 in Review

84 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q3 2017, worth a combined $207M — up 2.7% from $202M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RILY positions and 14 closed out — a net gain of 7 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $6.74M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $7.13M sold.

  • 84 institutional investors held BRC Group Holdings (RILY) as of Q3 2017, up from 77 in Q2 2017.
  • Funds reported $207M of BRC Group Holdings stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 21 funds opened new BRC Group Holdings positions in Q3 2017 and 14 closed out, a net change of +7 holders.
  • The largest BRC Group Holdings buyer in Q3 2017 was Punch & Associates Investment Management, an estimated $6.74M added.
  • The largest BRC Group Holdings seller in Q3 2017 was William Blair Investment Management, an estimated $7.13M sold.

Based on aggregated 13F filings for Q3 2017.