We are live on ! Find out more
RILY icon

BRC Group Holdings

72 hedge funds and large institutions have $238M invested in BRC Group Holdings in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

5% more capital invested

Capital invested by funds: $227M → $238M (+$10.7M)

1.46% less ownership

Funds ownership: 47.35%45.89% (-1.5%)

4% less funds holding

Funds holding: 7572 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
8
Increased
25
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$45M
NC
2
Nokomis Capital
Texas
$26.6M +$256K +13,491 +1%
PAIM
3
Punch & Associates Investment Management
Minnesota
$25.1M +$131K +6,895 +0.5%
BlackRock
4
BlackRock
New York
$22.6M -$450K -23,728 -2%
NIMC
5
NWQ Investment Management Company
California
$19.1M -$606K -31,951 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.5M +$214K +11,305 +1%
RA
7
Royce & Associates
New York
$10.8M +$483K +25,500 +5%
EPM
8
Equitec Proprietary Markets
Illinois
$8.38M -$1.96M -103,401 -19%
NRCM
9
Northern Right Capital Management
Connecticut
$7.26M -$1.52M -80,035 -18%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$6.38M +$1.11M +58,446 +22%
State Street
11
State Street
Massachusetts
$5.83M +$61.7K +3,254 +1%
Northern Trust
12
Northern Trust
Illinois
$4.12M +$55.4K +2,920 +1%
JAM
13
Jupiter Asset Management
United Kingdom
$3.89M -$361K -19,017 -9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.2M +$85.2K +4,493 +3%
MHP
15
Manatuck Hill Partners
Connecticut
$3.09M -$975K -51,400 -24%
ACM
16
Argent Capital Management
Missouri
$2.73M +$437K +23,030 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.65M +$2.01K +106 +0.1%
Millennium Management
18
Millennium Management
New York
$1.95M
Wells Fargo
19
Wells Fargo
California
$1.71M +$65.2K +3,437 +4%
JIR
20
James Investment Research
Ohio
$1.41M -$453K -23,900 -25%
ACL
21
Azora Capital LP
Florida
$1.26M +$1.22M +64,458 New
ACM
22
Ativo Capital Management
Illinois
$1.23M -$436K -23,007 -27%
CG
23
Caprock Group
Idaho
$1.08M +$11.2K +593 +1%
Charles Schwab
24
Charles Schwab
California
$942K +$190K +10,000 +26%
TCIM
25
TIAA CREF Investment Management
New York
$927K

RILY Hedge Fund Activity: Q1 2018 in Review

72 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q1 2018, worth a combined $238M — up 4.7% from $227M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RILY and 8 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 25 added.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $1.22M. The largest seller was Equitec Proprietary Markets, cutting an estimated $1.96M.

  • 72 institutional investors held BRC Group Holdings (RILY) as of Q1 2018, down from 75 in Q4 2017.
  • Funds reported $238M of BRC Group Holdings stock for Q1 2018, up 4.7% quarter-over-quarter.
  • 8 funds opened new BRC Group Holdings positions in Q1 2018 and 10 closed out, a net change of -2 holders.
  • The largest BRC Group Holdings buyer in Q1 2018 was Azora Capital LP, an estimated $1.22M added.
  • The largest BRC Group Holdings seller in Q1 2018 was Equitec Proprietary Markets, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2018.