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BRC Group Holdings

164 hedge funds and large institutions have $581M invested in BRC Group Holdings in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 59

1% more capital invested

Capital invested by funds: $574M → $581M (+$6.67M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $20.9M

2% less funds holding

Funds holding: 168164 (-4)

2.51% less ownership

Funds ownership: 48.68%46.18% (-2.5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
60
Reduced
59
Closed
24
Calls
$19.5M
Puts
$20.9M
Net Calls
-$1.42M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$118M +$1.06M +21,206 +0.8%
EPM
2
Equitec Proprietary Markets
Illinois
$56.6M -$4.02M -80,516 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$50.8M +$1.61M +32,189 +3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$30.1M -$689K -13,787 -2%
State Street
5
State Street
Massachusetts
$28.4M +$648K +12,973 +2%
RA
6
Royce & Associates
New York
$21.6M -$1.61M -32,249 -6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.2M +$842K +16,838 +5%
LSV Asset Management
8
LSV Asset Management
Illinois
$15.9M -$715K -14,300 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.9M +$121K +2,415 +0.7%
Invesco
10
Invesco
Georgia
$14.3M +$178K +3,568 +1%
HRCM
11
Hood River Capital Management
Florida
$13M -$8.06M -161,182 -36%
NC
12
Nokomis Capital
Texas
$12.8M -$725K -14,503 -5%
Goldman Sachs
13
Goldman Sachs
New York
$11.7M -$206K -4,118 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$9.76M +$2.36M +47,143 +27%
SAM
15
Soviero Asset Management
New York
$9.08M
Northern Trust
16
Northern Trust
Illinois
$9.01M +$7.75K +155 +0.1%
Charles Schwab
17
Charles Schwab
California
$7.75M +$983K +19,660 +13%
Victory Capital Management
18
Victory Capital Management
Texas
$7.37M -$2.96M -59,215 -26%
N
19
Nuveen
North Carolina
$6.42M -$127K -2,535 -2%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$6.09M +$6.84M +136,810 New
Morgan Stanley
21
Morgan Stanley
New York
$5.78M -$1.11M -22,171 -15%
AAM
22
Advisors Asset Management
Colorado
$4.88M -$63.9K -1,278 -1%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.4M -$175K -3,499 -3%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$4.3M +$137K +2,735 +3%
BIM
25
Bridgecreek Investment Management
Oklahoma
$4.01M +$273K +5,465 +6%

RILY Hedge Fund Activity: Q3 2022 in Review

164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q3 2022, worth a combined $581M — up 1.2% from $574M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RILY and 21 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 60 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.84M. The largest seller was Hood River Capital Management, cutting an estimated $8.06M.

  • 164 institutional investors held BRC Group Holdings (RILY) as of Q3 2022, down from 168 in Q2 2022.
  • Funds reported $581M of BRC Group Holdings stock for Q3 2022, up 1.2% quarter-over-quarter.
  • 21 funds opened new BRC Group Holdings positions in Q3 2022 and 24 closed out, a net change of -3 holders.
  • The largest BRC Group Holdings buyer in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $6.84M added.
  • The largest BRC Group Holdings seller in Q3 2022 was Hood River Capital Management, an estimated $8.06M sold.

Based on aggregated 13F filings for Q3 2022.