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BRC Group Holdings

200 hedge funds and large institutions have $1.22B invested in BRC Group Holdings in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $35M | Put options by funds: $9.6M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

48% more capital invested

Capital invested by funds: $821M → $1.22B (+$397M)

9% more funds holding

Funds holding: 184200 (+16)

2% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 64

0.53% less ownership

Funds ownership: 50.43%49.9% (-0.53%)

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.08%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
46
Increased
65
Reduced
64
Closed
30
Calls
$35M
Puts
$9.6M
Net Calls
+$25.4M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$253M -$40.5K -553 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.6M -$4.38M -59,867 -5%
PAIM
3
Punch & Associates Investment Management
Minnesota
$66.2M -$2.77M -37,890 -5%
EPM
4
Equitec Proprietary Markets
Illinois
$60.6M -$1.77M -24,217 -3%
State Street
5
State Street
Massachusetts
$57.6M +$1.25M +17,039 +3%
HRCM
6
Hood River Capital Management
Florida
$44.4M -$249K -3,410 -0.7%
SAM
7
Soviero Asset Management
New York
$37.3M +$11.7M +160,000 +62%
Invesco
8
Invesco
Georgia
$33.4M +$14.2M +194,293 +107%
RA
9
Royce & Associates
New York
$33M -$2.19M -29,878 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.3M +$4.52M +61,805 +21%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.1M -$638K -8,716 -3%
Tudor Investment Corp
12
Tudor Investment Corp
Connecticut
$29.9M -$978K -13,361 -4%
Northern Trust
13
Northern Trust
Illinois
$18.3M -$3.23M -44,139 -18%
LSV Asset Management
14
LSV Asset Management
Illinois
$16.7M +$4.74M +64,761 +53%
Principal Financial Group
15
Principal Financial Group
Iowa
$15.8M +$1.49M +20,424 +13%
N
16
Nuveen
North Carolina
$15.4M -$542K -7,403 -4%
Morgan Stanley
17
Morgan Stanley
New York
$15.3M +$2.52M +34,456 +25%
NC
18
Nokomis Capital
Texas
$15.2M
JAM
19
Jupiter Asset Management
United Kingdom
$14.8M +$540K +7,385 +5%
ACH
20
ArrowMark Colorado Holdings
Colorado
$14M -$1.46M -19,999 -11%
Goldman Sachs
21
Goldman Sachs
New York
$13.2M +$16.6K +227 +0.2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$12.6M +$310K +4,231 +3%
2C
23
272 Capital
Texas
$12.1M +$10M +136,706 New
Charles Schwab
24
Charles Schwab
California
$10.9M +$44K +602 +0.5%
AA
25
Ancora Advisors
Ohio
$10.3M +$78.7K +1,076 +0.9%

RILY Hedge Fund Activity: Q4 2021 in Review

200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q4 2021, worth a combined $1.22B — up 48% from $821M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RILY positions and 30 closed out — a net gain of 16 holders — while 65 added to existing stakes and 64 trimmed.

The largest buyer was Invesco, adding an estimated $14.2M. The largest seller was B. Riley Financial, exiting entirely with an estimated $18.8M sold.

  • 200 institutional investors held BRC Group Holdings (RILY) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $1.22B of BRC Group Holdings stock for Q4 2021, up 48% quarter-over-quarter.
  • 46 funds opened new BRC Group Holdings positions in Q4 2021 and 30 closed out, a net change of +16 holders.
  • The largest BRC Group Holdings buyer in Q4 2021 was Invesco, an estimated $14.2M added.
  • The largest BRC Group Holdings seller in Q4 2021 was B. Riley Financial, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.