Question 1

Which hedge funds and institutional investors hold RILY?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for RILY shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for RILY whale holdings?

Accepted Answer

Conviction level reflects how significant RILY is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to RILY, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for RILY?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about RILY?

Accepted Answer

QoQ changes for RILY show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Citadel	576.5K	$4.2M	0.0%	$618.5B
Millennium	298.9K	$2.2M	0.0%	$240.3B
Renaissance Tech	250.2K	$1.8M	0.0%	$63.9B
Citadel	175.9K	$1.3M	0.0%	$618.5B
State Street	82.6K	$605K	—	$2896.4B
Two Sigma	69.1K	$506K	0.0%	$123.9B
Geode Capital	38.8K	$284K	—	$1607.5B
Hudson Bay	38.0K	$278K	0.0%	$29.0B
Schonfeld	28.1K	$206K	0.0%	$14.2B
Brevan Howard	12.6K	$92K	0.0%	$11.3B
Citadel	5.0K	$36K	—	$618.5B
Fidelity (FMR)	2.3K	$17K	—	$1898.4B
BlackRock	292	$2K	—	$5723.5B
Northern Trust	77	$564	—	$756.6B

RILY

Who Holds RILY

Changes This Quarter