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BRC Group Holdings

71 hedge funds and large institutions have $205M invested in BRC Group Holdings in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $173M → $205M (+$32.5M)

1% more funds holding

Funds holding: 7071 (+1)

0.33% more ownership

Funds ownership: 45.78%46.1% (+0.33%)

6% less call options, than puts

Call options by funds: $362K | Put options by funds: $385K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
22
Reduced
17
Closed
10
Calls
$362K
Puts
$385K
Net Calls
-$23K
Net Calls Change
+$449K
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$38.5M
NC
2
Nokomis Capital
Texas
$27.4M +$4.25M +266,527 +19%
PAIM
3
Punch & Associates Investment Management
Minnesota
$25.4M +$1.96M +123,180 +9%
BlackRock
4
BlackRock
New York
$20.5M -$201K -12,621 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.8M +$496K +31,141 +4%
RA
6
Royce & Associates
New York
$13.6M -$6.37K -400 -0%
NIMC
7
NWQ Investment Management Company
California
$7.79M -$6.06M -380,410 -45%
State Street
8
State Street
Massachusetts
$5.99M +$63.7K +3,996 +1%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$5.32M +$696K +43,694 +16%
VCM
10
Vivaldi Capital Management
Illinois
$4.17M +$3.98M +250,000 New
Northern Trust
11
Northern Trust
Illinois
$3.91M +$23.4K +1,470 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.54M +$255K +16,018 +8%
JAM
13
Jupiter Asset Management
United Kingdom
$3.21M +$204K +12,836 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.45M +$121K +7,583 +5%
ACM
15
Argent Capital Management
Missouri
$2.21M +$530K +33,300 +34%
ES
16
Equitec Specialists
Illinois
$2.2M +$1.23M +76,971 +140%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$2.19M +$2.09M +131,429 New
MHP
18
Manatuck Hill Partners
Connecticut
$2.17M
Wells Fargo
19
Wells Fargo
California
$2.16M -$71.4K -4,481 -3%
AC
20
AltraVue Capital
Washington
$2.06M -$1.98M -124,160 -50%
AA
21
Ancora Advisors
Ohio
$804K +$120K +7,560 +19%
QOP
22
Quinn Opportunity Partners
Virginia
$793K +$63.7K +4,000 +9%
IA
23
IndexIQ Advisors
New York
$789K +$753K +47,295 New
Charles Schwab
24
Charles Schwab
California
$776K
CCA
25
Cruiser Capital Advisors
Connecticut
$713K

RILY Hedge Fund Activity: Q1 2019 in Review

71 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q1 2019, worth a combined $205M — up 19% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RILY positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Nokomis Capital, adding an estimated $4.25M. The largest seller was NWQ Investment Management Company, cutting an estimated $6.06M.

  • 71 institutional investors held BRC Group Holdings (RILY) as of Q1 2019, up from 70 in Q4 2018.
  • Funds reported $205M of BRC Group Holdings stock for Q1 2019, up 19% quarter-over-quarter.
  • 12 funds opened new BRC Group Holdings positions in Q1 2019 and 10 closed out, a net change of +2 holders.
  • The largest BRC Group Holdings buyer in Q1 2019 was Nokomis Capital, an estimated $4.25M added.
  • The largest BRC Group Holdings seller in Q1 2019 was NWQ Investment Management Company, an estimated $6.06M sold.

Based on aggregated 13F filings for Q1 2019.