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BRC Group Holdings

197 hedge funds and large institutions have $977M invested in BRC Group Holdings in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.78% more ownership

Funds ownership: 49.9%50.68% (+0.78%)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

2% less funds holding

Funds holding: 200197 (-3)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.6M

20% less capital invested

Capital invested by funds: $1.22B → $977M (-$242M)

Holders
197
Holders Change
-3
Holders Change %
-1.5%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
31
Increased
72
Reduced
68
Closed
32
Calls
$14.2M
Puts
$16.6M
Net Calls
-$2.37M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$193M -$6.63M -97,971 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.3M -$1.45M -21,394 -2%
EPM
3
Equitec Proprietary Markets
Illinois
$72.2M +$23.7M +350,551 +51%
PAIM
4
Punch & Associates Investment Management
Minnesota
$48.8M -$3.19M -47,181 -6%
State Street
5
State Street
Massachusetts
$43.7M -$1.57M -23,261 -4%
HRCM
6
Hood River Capital Management
Florida
$35.9M +$868K +12,823 +3%
RA
7
Royce & Associates
New York
$30M +$3.85M +56,802 +15%
SAM
8
Soviero Asset Management
New York
$29.5M +$135K +2,000 +0.5%
Invesco
9
Invesco
Georgia
$26.8M +$502K +7,417 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$26.3M +$913K +13,491 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.5M +$740K +10,935 +3%
Tudor Investment Corp
12
Tudor Investment Corp
Connecticut
$21.8M -$1.67M -24,680 -7%
LSV Asset Management
13
LSV Asset Management
Illinois
$20.7M +$7.34M +108,464 +58%
Morgan Stanley
14
Morgan Stanley
New York
$18.1M +$5.83M +86,131 +50%
SCP
15
Steamboat Capital Partners
New York
$16M +$8.07M +119,270 +108%
Goldman Sachs
16
Goldman Sachs
New York
$15.3M +$4.75M +70,229 +47%
Northern Trust
17
Northern Trust
Illinois
$14.1M -$304K -4,494 -2%
NC
18
Nokomis Capital
Texas
$12M
ACH
19
ArrowMark Colorado Holdings
Colorado
$11M
Principal Financial Group
20
Principal Financial Group
Iowa
$10.8M -$1.53M -22,612 -13%
N
21
Nuveen
North Carolina
$9.9M -$2.03M -30,015 -17%
Charles Schwab
22
Charles Schwab
California
$9.62M +$1.03M +15,280 +13%
Victory Capital Management
23
Victory Capital Management
Texas
$8.77M +$11.4M +168,935 +667%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$7.59M +$428K +6,319 +6%
AAM
25
Advisors Asset Management
Colorado
$6.75M +$2.61M +38,625 +67%

RILY Hedge Fund Activity: Q1 2022 in Review

197 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q1 2022, worth a combined $977M — down 20% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of RILY and 31 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 72 added.

The largest buyer was Equitec Proprietary Markets, adding an estimated $23.7M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $8.62M sold.

  • 197 institutional investors held BRC Group Holdings (RILY) as of Q1 2022, down from 200 in Q4 2021.
  • Funds reported $977M of BRC Group Holdings stock for Q1 2022, down 20% quarter-over-quarter.
  • 31 funds opened new BRC Group Holdings positions in Q1 2022 and 32 closed out, a net change of -1 holder.
  • The largest BRC Group Holdings buyer in Q1 2022 was Equitec Proprietary Markets, an estimated $23.7M added.
  • The largest BRC Group Holdings seller in Q1 2022 was Portolan Capital Management, an estimated $8.62M sold.

Based on aggregated 13F filings for Q1 2022.