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BRC Group Holdings

149 hedge funds and large institutions have $582M invested in BRC Group Holdings in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

56% more capital invested

Capital invested by funds: $372M → $582M (+$210M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

3% more funds holding

Funds holding: 145149 (+4)

0.34% less ownership

Funds ownership: 45.4%45.06% (-0.34%)

50% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 66

73% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $88.7M

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
26
Increased
33
Reduced
66
Closed
22
Calls
$24.2M
Puts
$88.7M
Net Calls
-$64.4M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M -$5.4M -153,524 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.8M -$749K -21,282 -2%
EPM
3
Equitec Proprietary Markets
Illinois
$51.3M -$4.64M -131,755 -11%
State Street
4
State Street
Massachusetts
$32.3M +$27.9K +793 +0.1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$30.9M -$232K -6,592 -1%
RA
6
Royce & Associates
New York
$26.2M +$1.28M +36,400 +7%
NC
7
Nokomis Capital
Texas
$19.9M -$1.12M -31,914 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.9M -$364K -10,341 -3%
RGC
9
Redwood Grove Capital
California
$16.5M +$2.23M +63,402 +21%
Invesco
10
Invesco
Georgia
$15.6M -$309K -8,785 -3%
LSV Asset Management
11
LSV Asset Management
Illinois
$14.5M -$1,000K -28,400 -8%
Marshall Wace
12
Marshall Wace
United Kingdom
$13.2M +$6.25M +177,651 +162%
HRCM
13
Hood River Capital Management
Florida
$12.3M +$9.45M +268,532 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$11.8M -$470K -13,360 -5%
Charles Schwab
15
Charles Schwab
California
$11.4M +$822K +23,368 +10%
N
16
Nuveen
North Carolina
$11.2M -$156K -4,439 -2%
Northern Trust
17
Northern Trust
Illinois
$8.88M -$292K -8,290 -4%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$8.84M +$6.76M +192,163 New
JMPWA
19
JP Morgan Private Wealth Advisors
California
$7.3M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.37M -$105K -2,976 -2%
MVP
21
Miller Value Partners
Florida
$6.08M
Morgan Stanley
22
Morgan Stanley
New York
$5.26M -$4.04M -114,712 -50%
Ameriprise
23
Ameriprise
Minnesota
$4.84M +$211K +5,997 +6%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$4.5M +$11.4K +325 +0.3%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.14M -$249K -7,064 -7%

RILY Hedge Fund Activity: Q2 2023 in Review

149 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BRC Group Holdings (RILY) for Q2 2023, worth a combined $582M — up 56% from $372M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RILY positions and 22 closed out — a net gain of 4 holders — while 33 added to existing stakes and 66 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $9.45M. The largest seller was BlackRock, cutting an estimated $5.4M.

  • 149 institutional investors held BRC Group Holdings (RILY) as of Q2 2023, up from 145 in Q1 2023.
  • Funds reported $582M of BRC Group Holdings stock for Q2 2023, up 56% quarter-over-quarter.
  • 26 funds opened new BRC Group Holdings positions in Q2 2023 and 22 closed out, a net change of +4 holders.
  • The largest BRC Group Holdings buyer in Q2 2023 was Hood River Capital Management, an estimated $9.45M added.
  • The largest BRC Group Holdings seller in Q2 2023 was BlackRock, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2023.