RBC Bearings
241 hedge funds and large institutions have $3.9B invested in RBC Bearings in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
14% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 73
6% more funds holding
Funds holding: 228 → 241 (+13)
1.25% less ownership
Funds ownership: 99.73% → 98.49% (-1.2%)
5% less capital invested
Capital invested by funds: $4.11B → $3.9B (-$212M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
41% less call options, than puts
Call options by funds: $1.98M | Put options by funds: $3.34M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$26.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$15.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$8.3M |
| 4 |
Morgan Stanley
New York
|
+$7.81M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$20.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.6M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$11.3M |
| 4 |
Goldman Sachs
New York
|
-$10.2M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$9.42M |
RBC Hedge Fund Activity: Q4 2019 in Review
241 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2019, worth a combined $3.9B — down 5.1% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new RBC positions and 19 closed out — a net gain of 18 holders — while 83 added to existing stakes and 73 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $26.6M. The largest seller was Invesco, cutting an estimated $20.5M.
- 241 institutional investors held RBC Bearings (RBC) as of Q4 2019, up from 228 in Q3 2019.
- Funds reported $3.9B of RBC Bearings stock for Q4 2019, down 5.1% quarter-over-quarter.
- 37 funds opened new RBC Bearings positions in Q4 2019 and 19 closed out, a net change of +18 holders.
- The largest RBC Bearings buyer in Q4 2019 was Wasatch Advisors, an estimated $26.6M added.
- The largest RBC Bearings seller in Q4 2019 was Invesco, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2019.