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BRC Group Holdings

168 hedge funds and large institutions have $574M invested in BRC Group Holdings in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

2% less ownership

Funds ownership: 50.68%48.68% (-2%)

15% less funds holding

Funds holding: 197168 (-29)

41% less capital invested

Capital invested by funds: $977M → $574M (-$402M)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

57% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 44

67% less call options, than puts

Call options by funds: $7.46M | Put options by funds: $22.3M

Holders
168
Holders Change
-29
Holders Change %
-14.72%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
19
Increased
68
Reduced
52
Closed
44
Calls
$7.46M
Puts
$22.3M
Net Calls
-$14.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M -$6.43M -122,559 -4%
EPM
2
Equitec Proprietary Markets
Illinois
$57.1M +$16.8M +319,591 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.9M +$1.76M +33,589 +3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$29.1M -$398K -7,582 -1%
State Street
5
State Street
Massachusetts
$26.4M +$55.8K +1,063 +0.2%
RA
6
Royce & Associates
New York
$21.8M +$4.6M +87,648 +20%
HRCM
7
Hood River Capital Management
Florida
$19.2M -$3.11M -59,343 -12%
LSV Asset Management
8
LSV Asset Management
Illinois
$15.7M +$3.9M +74,264 +25%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.6M -$414K -7,880 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.1M -$878K -16,724 -5%
Invesco
11
Invesco
Georgia
$13.4M -$3.44M -65,596 -17%
NC
12
Nokomis Capital
Texas
$12.8M +$6.91M +131,580 +77%
Goldman Sachs
13
Goldman Sachs
New York
$11.3M +$2.55M +48,501 +22%
Victory Capital Management
14
Victory Capital Management
Texas
$9.49M +$1.6M +30,416 +16%
SAM
15
Soviero Asset Management
New York
$9.08M -$10.9M -207,000 -49%
Northern Trust
16
Northern Trust
Illinois
$8.55M +$59.2K +1,128 +0.6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$7.27M +$3.34M +63,652 +59%
Charles Schwab
18
Charles Schwab
California
$6.52M +$886K +16,883 +12%
Morgan Stanley
19
Morgan Stanley
New York
$6.42M -$5.6M -106,656 -41%
N
20
Nuveen
North Carolina
$6.2M +$194K +3,698 +3%
AAM
21
Advisors Asset Management
Colorado
$4.69M +$764K +14,566 +15%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.33M -$2.76M -52,548 -34%
American Century Companies
23
American Century Companies
Missouri
$4.14M +$1.04M +19,852 +25%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$3.96M -$32.8K -625 -0.7%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.92M +$2.33M +44,472 +92%

RILY Hedge Fund Activity: Q2 2022 in Review

168 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q2 2022, worth a combined $574M — down 41% from $977M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of RILY and 19 opened new positions — a net loss of 25 holders — while 52 trimmed existing stakes and 68 added.

The largest buyer was Equitec Proprietary Markets, adding an estimated $16.8M. The largest seller was Steamboat Capital Partners, exiting entirely with an estimated $16M sold.

  • 168 institutional investors held BRC Group Holdings (RILY) as of Q2 2022, down from 197 in Q1 2022.
  • Funds reported $574M of BRC Group Holdings stock for Q2 2022, down 41% quarter-over-quarter.
  • 19 funds opened new BRC Group Holdings positions in Q2 2022 and 44 closed out, a net change of -25 holders.
  • The largest BRC Group Holdings buyer in Q2 2022 was Equitec Proprietary Markets, an estimated $16.8M added.
  • The largest BRC Group Holdings seller in Q2 2022 was Steamboat Capital Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2022.