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BRC Group Holdings

145 hedge funds and large institutions have $372M invested in BRC Group Holdings in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

1.71% less ownership

Funds ownership: 47.11%45.4% (-1.7%)

15% less funds holding

Funds holding: 170145 (-25)

18% less capital invested

Capital invested by funds: $453M → $372M (-$81M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 41

82% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $81.9M

Holders
145
Holders Change
-25
Holders Change %
-14.71%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
52
Reduced
57
Closed
41
Calls
$15.1M
Puts
$81.9M
Net Calls
-$66.8M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$78.9M -$2.32M -61,197 -2%
EPM
2
Equitec Proprietary Markets
Illinois
$35.4M +$2.02M +53,299 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M +$145K +3,828 +0.3%
State Street
4
State Street
Massachusetts
$19.9M +$1.14M +30,121 +4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$19.3M -$266K -7,017 -1%
RA
6
Royce & Associates
New York
$15.1M -$1.59M -42,005 -7%
NC
7
Nokomis Capital
Texas
$13.2M +$2.4M +63,463 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.7M +$641K +16,935 +5%
Invesco
9
Invesco
Georgia
$9.9M +$2.96M +78,100 +29%
LSV Asset Management
10
LSV Asset Management
Illinois
$9.74M -$49.2K -1,300 -0.4%
RGC
11
Redwood Grove Capital
California
$8.41M +$6.62M +174,790 +144%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$7.67M +$2.6M +68,668 +34%
N
13
Nuveen
North Carolina
$7.02M +$2.89M +76,408 +45%
Morgan Stanley
14
Morgan Stanley
New York
$6.51M +$4.56M +120,402 +111%
Charles Schwab
15
Charles Schwab
California
$6.4M +$1.02M +27,042 +14%
Northern Trust
16
Northern Trust
Illinois
$5.72M +$71.5K +1,887 +0.9%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$4.5M +$6.01M +158,670 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.02M -$842K -22,240 -14%
MVP
19
Miller Value Partners
Florida
$3.76M +$1.7M +44,800 +51%
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
$3.19M +$3.52M +92,886 +478%
Marshall Wace
21
Marshall Wace
United Kingdom
$3.12M -$13.3M -350,852 -76%
Ameriprise
22
Ameriprise
Minnesota
$2.82M +$795K +21,003 +27%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$2.77M -$3.41K -90 -0.1%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.76M -$79K -2,086 -2%
KCM
25
Kennedy Capital Management
Missouri
$2.35M +$1.1M +29,153 +54%

RILY Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q1 2023, worth a combined $372M — down 18% from $453M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RILY and 18 opened new positions — a net loss of 23 holders — while 57 trimmed existing stakes and 52 added.

The largest buyer was Redwood Grove Capital, adding an estimated $6.62M. The largest seller was Marshall Wace, cutting an estimated $13.3M.

  • 145 institutional investors held BRC Group Holdings (RILY) as of Q1 2023, down from 170 in Q4 2022.
  • Funds reported $372M of BRC Group Holdings stock for Q1 2023, down 18% quarter-over-quarter.
  • 18 funds opened new BRC Group Holdings positions in Q1 2023 and 41 closed out, a net change of -23 holders.
  • The largest BRC Group Holdings buyer in Q1 2023 was Redwood Grove Capital, an estimated $6.62M added.
  • The largest BRC Group Holdings seller in Q1 2023 was Marshall Wace, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2023.