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BRC Group Holdings

90 hedge funds and large institutions have $321M invested in BRC Group Holdings in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

13% more funds holding

Funds holding: 8090 (+10)

0% less capital invested

Capital invested by funds: $322M → $321M (-$1.52M)

3.3% less ownership

Funds ownership: 50.6%47.3% (-3.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
33
Reduced
23
Closed
9
Calls
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$54.9M -$3.3M -125,414 -5%
PAIM
2
Punch & Associates Investment Management
Minnesota
$39.3M +$483K +18,368 +1%
BlackRock
3
BlackRock
New York
$34.9M +$1.88M +71,295 +5%
NC
4
Nokomis Capital
Texas
$33.7M -$3.78M -143,707 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.2M -$1.47M -56,000 -6%
RA
6
Royce & Associates
New York
$19.8M -$239K -9,091 -1%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$13M +$1.18M +44,863 +9%
State Street
8
State Street
Massachusetts
$10.2M +$963K +36,592 +10%
HA
9
Heartland Advisors
Wisconsin
$7.97M +$1.66M +63,135 +25%
NIMC
10
NWQ Investment Management Company
California
$6.7M -$1.5M -56,875 -18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.15M +$450K +17,092 +8%
Northern Trust
12
Northern Trust
Illinois
$6.02M -$21.1K -804 -0.3%
JAM
13
Jupiter Asset Management
United Kingdom
$4.84M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.01M +$366K +13,905 +10%
ACM
15
Argent Capital Management
Missouri
$3.71M +$20.4K +775 +0.5%
Tudor Investment Corp
16
Tudor Investment Corp
Connecticut
$3.5M -$358K -13,607 -9%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$3.3M +$11.8K +450 +0.3%
Charles Schwab
18
Charles Schwab
California
$2.55M +$54.2K +2,061 +2%
ES
19
Equitec Specialists
Illinois
$2.44M -$88.3K -3,357 -3%
Wells Fargo
20
Wells Fargo
California
$2.37M +$952K +36,190 +62%
AC
21
AltraVue Capital
Washington
$2.11M -$902K -34,280 -29%
N
22
Nuveen
North Carolina
$1.92M -$57.4K -2,184 -3%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.86M +$1.47M +55,739 +306%
EGI
24
EAM Global Investors
California
$1.78M
Citadel Advisors
25
Citadel Advisors
Florida
$1.54M +$1.3M +49,566 +431%

RILY Hedge Fund Activity: Q4 2019 in Review

90 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q4 2019, worth a combined $321M — down 0.47% from $322M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RILY positions and 9 closed out — a net gain of 11 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $1.88M. The largest seller was Vivaldi Capital Management, exiting entirely with an estimated $25.4M sold.

  • 90 institutional investors held BRC Group Holdings (RILY) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $321M of BRC Group Holdings stock for Q4 2019, down 0.47% quarter-over-quarter.
  • 20 funds opened new BRC Group Holdings positions in Q4 2019 and 9 closed out, a net change of +11 holders.
  • The largest BRC Group Holdings buyer in Q4 2019 was BlackRock, an estimated $1.88M added.
  • The largest BRC Group Holdings seller in Q4 2019 was Vivaldi Capital Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2019.