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BRC Group Holdings

170 hedge funds and large institutions have $453M invested in BRC Group Holdings in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

4% more funds holding

Funds holding: 164170 (+6)

0.93% more ownership

Funds ownership: 46.18%47.11% (+0.93%)

22% less capital invested

Capital invested by funds: $581M → $453M (-$128M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.8M

Holders
170
Holders Change
+6
Holders Change %
+3.66%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
59
Reduced
51
Closed
26
Calls
$11.6M
Puts
$20.8M
Net Calls
-$9.19M
Net Calls Change
-$7.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.1M +$7.89M +188,235 +7%
EPM
2
Equitec Proprietary Markets
Illinois
$40.8M -$3.26M -77,671 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$39.9M +$1.01M +24,135 +2%
PAIM
4
Punch & Associates Investment Management
Minnesota
$23.4M +$389K +9,287 +1%
State Street
5
State Street
Massachusetts
$23M +$1.37M +32,644 +5%
RA
6
Royce & Associates
New York
$19.7M +$3.8M +90,747 +19%
Marshall Wace
7
Marshall Wace
United Kingdom
$15.8M +$19.1M +455,335 +8,279%
NC
8
Nokomis Capital
Texas
$13.7M +$4.69M +111,837 +39%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.4M +$1.08M +25,755 +8%
LSV Asset Management
10
LSV Asset Management
Illinois
$11.8M -$499K -11,900 -3%
Invesco
11
Invesco
Georgia
$9.26M -$2.09M -49,952 -16%
Northern Trust
12
Northern Trust
Illinois
$6.82M -$121K -2,877 -1%
Charles Schwab
13
Charles Schwab
California
$6.79M +$1.03M +24,465 +14%
N
14
Nuveen
North Carolina
$5.84M +$1.12M +26,613 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.6M -$9.29M -221,734 -58%
2C
16
272 Capital
Texas
$5.57M +$6.82M +162,799 New
Citadel Advisors
17
Citadel Advisors
Florida
$4.92M +$5.73M +136,684 +1,895%
HA
18
Heartland Advisors
Wisconsin
$4.72M +$3.2M +76,341 +124%
RGC
19
Redwood Grove Capital
California
$4.15M +$1.62M +38,638 +47%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.08M +$3.42M +81,500 +217%
Morgan Stanley
21
Morgan Stanley
New York
$3.72M -$881K -21,012 -16%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.39M +$12.1K +289 +0.3%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$3.34M +$45.1K +1,075 +1%
Goldman Sachs
24
Goldman Sachs
New York
$3.34M -$6.91M -164,944 -63%
MVP
25
Miller Value Partners
Florida
$2.99M

RILY Hedge Fund Activity: Q4 2022 in Review

170 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q4 2022, worth a combined $453M — down 22% from $581M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RILY positions and 26 closed out — a net gain of 7 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Marshall Wace, adding an estimated $19.1M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $13M sold.

  • 170 institutional investors held BRC Group Holdings (RILY) as of Q4 2022, up from 164 in Q3 2022.
  • Funds reported $453M of BRC Group Holdings stock for Q4 2022, down 22% quarter-over-quarter.
  • 33 funds opened new BRC Group Holdings positions in Q4 2022 and 26 closed out, a net change of +7 holders.
  • The largest BRC Group Holdings buyer in Q4 2022 was Marshall Wace, an estimated $19.1M added.
  • The largest BRC Group Holdings seller in Q4 2022 was Hood River Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2022.