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B. Riley Financial
RILY

Overview Fund Activity

132 hedge funds and large institutions have $182M invested in B. Riley Financial in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-9
Holders Change %
-6.38%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
39
Reduced
52
Closed
29
Calls
$42.9M
Puts
$105M
Net Calls
-$62.6M
Net Calls Change
+$65M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.05M
2
DFA
2
Davies Financial Advisors
California
$2.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.42M
4
TI
4
TrueMark Investments
Illinois
$1.2M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.7M

Top Sellers

1
EPM
1
Equitec Proprietary Markets
Illinois
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$42K
4
Invesco
4
Invesco
Georgia
$10M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$49.5M 2,805,431 -8,860 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.4M 1,267,461 +13,870 +1%
State Street
3
State Street
Massachusetts
$16M 906,635 -28,705 -3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$11.7M 660,920 +62,047 +10%
Invesco
5
Invesco
Georgia
$10M 566,620 -194,787 -26%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.76M 439,606 +8,154 +2%
Charles Schwab
7
Charles Schwab
California
$5.95M 337,284 -56,841 -14%
Morgan Stanley
8
Morgan Stanley
New York
$5.42M 307,221 +72,555 +31%
Northern Trust
9
Northern Trust
Illinois
$3.46M 195,870 -10,402 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.33M 132,168 +5,755 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.05M 116,156 +116,156 New
Jane Street
12
Jane Street
New York
$2.02M 114,258 -15,918 -12%
DFA
13
Davies Financial Advisors
California
$2.01M 113,745 +113,745 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.99M 113,002 -11,830 -9%
Wolverine Trading
15
Wolverine Trading
Illinois
$1.57M 88,777 +55,808 +169%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$1.56M 88,656 -3,125 -3%
HCA
17
Harbor Capital Advisors
Illinois
$1.46M 82,645 +60,512 +273%
Principal Financial Group
18
Principal Financial Group
Iowa
$1.44M 81,840 -4,756 -5%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$1.44M 81,561 -15,355 -16%
Goldman Sachs
20
Goldman Sachs
New York
$1.4M 79,616 +31,665 +66%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.37M 77,552 +54,721 +240%
UBS Group
22
UBS Group
Switzerland
$1.27M 72,005 -20,222 -22%
TI
23
TrueMark Investments
Illinois
$1.2M 67,838 +67,838 New
SPWM
24
Straight Path Wealth Management
Michigan
$1.15M 65,000 -12,200 -16%
AWM
25
Ariadne Wealth Management
California
$997K 5,811 +5,811 New
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