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BRC Group Holdings

184 hedge funds and large institutions have $821M invested in BRC Group Holdings in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $16.4M

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

4% more funds holding

Funds holding: 177184 (+7)

2% less ownership

Funds ownership: 52.43%50.43% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 72

24% less capital invested

Capital invested by funds: $1.07B → $821M (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
32
Increased
58
Reduced
72
Closed
25
Calls
$22.1M
Puts
$16.4M
Net Calls
+$5.68M
Net Calls Change
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M -$16.7M -254,299 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.3M +$9.51M +145,096 +14%
PAIM
3
Punch & Associates Investment Management
Minnesota
$46.2M -$210K -3,205 -0.4%
EPM
4
Equitec Proprietary Markets
Illinois
$41.7M +$16.7M +254,448 +56%
State Street
5
State Street
Massachusetts
$37.3M +$328K +5,005 +0.8%
HRCM
6
Hood River Capital Management
Florida
$29.7M +$5.7M +86,937 +21%
RA
7
Royce & Associates
New York
$23.7M -$5.72M -87,298 -18%
Tudor Investment Corp
8
Tudor Investment Corp
Connecticut
$20.7M -$537K -8,193 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.5M -$429K -6,542 -2%
BRF
10
B. Riley Financial
California
$18.8M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17.8M -$1.04M -15,798 -5%
SAM
12
Soviero Asset Management
New York
$15.3M -$1.31M -20,000 -7%
Northern Trust
13
Northern Trust
Illinois
$14.7M -$383K -5,848 -2%
Invesco
14
Invesco
Georgia
$10.7M -$689K -10,515 -5%
N
15
Nuveen
North Carolina
$10.7M -$192K -2,935 -2%
ACH
16
ArrowMark Colorado Holdings
Colorado
$10.5M +$2.58M +39,370 +28%
NC
17
Nokomis Capital
Texas
$10.1M -$2.5M -38,194 -18%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$9.81M +$2.13M +32,441 +24%
JAM
19
Jupiter Asset Management
United Kingdom
$9.41M +$355K +5,409 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$9.28M -$721K -11,001 -7%
Goldman Sachs
21
Goldman Sachs
New York
$8.72M +$6.77M +103,256 +232%
Morgan Stanley
22
Morgan Stanley
New York
$8.15M -$4.49M -68,479 -33%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$8.09M -$147K -2,242 -2%
LSV Asset Management
24
LSV Asset Management
Illinois
$7.27M +$1.44M +21,992 +22%
Charles Schwab
25
Charles Schwab
California
$7.18M -$338K -5,159 -4%

RILY Hedge Fund Activity: Q3 2021 in Review

184 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q3 2021, worth a combined $821M — down 24% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RILY positions and 25 closed out — a net gain of 7 holders — while 58 added to existing stakes and 72 trimmed.

The largest buyer was Equitec Proprietary Markets, adding an estimated $16.7M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $23.5M sold.

  • 184 institutional investors held BRC Group Holdings (RILY) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $821M of BRC Group Holdings stock for Q3 2021, down 24% quarter-over-quarter.
  • 32 funds opened new BRC Group Holdings positions in Q3 2021 and 25 closed out, a net change of +7 holders.
  • The largest BRC Group Holdings buyer in Q3 2021 was Equitec Proprietary Markets, an estimated $16.7M added.
  • The largest BRC Group Holdings seller in Q3 2021 was Marshall Wace North America, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2021.