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BRC Group Holdings

140 hedge funds and large institutions have $703M invested in BRC Group Holdings in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

96% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $8.59M

42% more capital invested

Capital invested by funds: $497M → $703M (+$207M)

40% more funds holding

Funds holding: 100140 (+40)

1.76% more ownership

Funds ownership: 44.21%45.97% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
140
Holders Change
+40
Holders Change %
+40%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
50
Increased
41
Reduced
42
Closed
8
Calls
$16.9M
Puts
$8.59M
Net Calls
+$8.27M
Net Calls Change
+$7.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$94.8M +$13.1M +242,482 +17%
PAIM
2
Punch & Associates Investment Management
Minnesota
$58.4M -$9.06M -168,053 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49M -$303K -5,614 -0.6%
RA
4
Royce & Associates
New York
$44.1M -$6.41M -118,900 -13%
NC
5
Nokomis Capital
Texas
$28.3M -$12.3M -227,310 -31%
SAM
6
Soviero Asset Management
New York
$28.2M +$16.2M +300,000 +150%
State Street
7
State Street
Massachusetts
$21.8M +$252K +4,680 +1%
HRCM
8
Hood River Capital Management
Florida
$21.6M +$20.7M +383,666 New
Tudor Investment Corp
9
Tudor Investment Corp
Connecticut
$20.5M +$271K +5,030 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.8M +$2.96M +54,929 +20%
BRF
11
B. Riley Financial
California
$17.9M
Russell Investments Group
12
Russell Investments Group
United Kingdom
$17.7M -$3.34M -61,960 -16%
HA
13
Heartland Advisors
Wisconsin
$17.3M -$4.23M -78,541 -20%
OAM
14
Ophir Asset Management
Australia
$17.1M +$16.3M +303,092 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$15.3M -$339K -6,297 -2%
ACL
16
Azora Capital LP
Florida
$14.6M +$270K +5,000 +2%
N
17
Nuveen
North Carolina
$12.1M -$4.24M -78,737 -27%
Northern Trust
18
Northern Trust
Illinois
$11.5M -$720K -13,348 -6%
KCM
19
Kennedy Capital Management
Missouri
$9.19M +$8.79M +163,058 New
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$8.94M -$985K -18,270 -10%
ACH
21
ArrowMark Colorado Holdings
Colorado
$8.91M +$8.52M +158,029 New
RGC
22
Redwood Grove Capital
California
$7.51M -$1.88M -34,900 -21%
Charles Schwab
23
Charles Schwab
California
$7.07M +$648K +12,015 +11%
Invesco
24
Invesco
Georgia
$6.73M +$3.53M +65,402 +121%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$6.61M +$1.1M +20,441 +21%

RILY Hedge Fund Activity: Q1 2021 in Review

140 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q1 2021, worth a combined $703M — up 42% from $497M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RILY positions and 8 closed out — a net gain of 42 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $20.7M. The largest seller was Nokomis Capital, cutting an estimated $12.3M.

  • 140 institutional investors held BRC Group Holdings (RILY) as of Q1 2021, up from 100 in Q4 2020.
  • Funds reported $703M of BRC Group Holdings stock for Q1 2021, up 42% quarter-over-quarter.
  • 50 funds opened new BRC Group Holdings positions in Q1 2021 and 8 closed out, a net change of +42 holders.
  • The largest BRC Group Holdings buyer in Q1 2021 was Hood River Capital Management, an estimated $20.7M added.
  • The largest BRC Group Holdings seller in Q1 2021 was Nokomis Capital, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2021.