We are live on ! Find out more
RBC icon

RBC Bearings

304 hedge funds and large institutions have $7.22B invested in RBC Bearings in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 117 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 99

14% more capital invested

Capital invested by funds: $6.36B → $7.22B (+$861M)

2% more funds holding

Funds holding: 299304 (+5)

1.57% more ownership

Funds ownership: 105.43%107% (+1.6%)

21% less call options, than puts

Call options by funds: $34.6M | Put options by funds: $44.1M

Holders
304
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
4.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
44
Increased
117
Reduced
99
Closed
34
Calls
$34.6M
Puts
$44.1M
Net Calls
-$9.45M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$129K
TCPG
227
Trivant Custom Portfolio Group
California
$120K +$118K +514 New
ASN
228
Advisory Services Network
Georgia
$98.9K -$1.15K -5 -1%
EBA
229
Eagle Bay Advisors
New York
$93.1K +$2.99K +13 +3%
GRP
230
Global Retirement Partners
California
$77K +$19.8K +86 +34%
TWM
231
Tradition Wealth Management
Minnesota
$75K
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$72.4K +$3.23K +14 +5%
Bessemer Group
233
Bessemer Group
New Jersey
$70K -$168K -729 -71%
C
234
Covestor
United Kingdom
$68K +$57.6K +250 +581%
HPC
235
HM Payson & Co
Maine
$59.6K +$59K +256 New
QCG
236
Quadrant Capital Group
Ohio
$53.1K +$6.68K +29 +15%
BAAM
237
Baker Avenue Asset Management
California
$51K
AAM
238
Advisors Asset Management
Colorado
$48.4K -$5.07K -22 -10%
AF
239
Allworth Financial
California
$43.5K +$24.4K +106 +131%
First Manhattan
240
First Manhattan
New York
$39.6K
PTC
241
Private Trust Company
Ohio
$39.3K -$2.99K -13 -7%
SI
242
Stephens Inc
Arkansas
$35.8K +$8.75K +38 +33%
HNB
243
Huntington National Bank
Ohio
$35.4K +$1.61K +7 +5%
CWM
244
Compass Wealth Management
Connecticut
$34.4K
S
245
SignatureFD
Georgia
$29.1K -$230 -1 -0.8%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$28.9K -$18.7K -81 -40%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$24.4K -$461 -2 -2%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$24K -$3.69K -16 -13%
CT
249
Cambridge Trust
Massachusetts
$23.5K
BCWM
250
Bartlett & Co Wealth Management
Ohio
$22.3K

RBC Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q1 2023, worth a combined $7.22B — up 14% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RBC positions and 34 closed out — a net gain of 10 holders — while 117 added to existing stakes and 99 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $76.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $208M.

  • 304 institutional investors held RBC Bearings (RBC) as of Q1 2023, up from 299 in Q4 2022.
  • Funds reported $7.22B of RBC Bearings stock for Q1 2023, up 14% quarter-over-quarter.
  • 44 funds opened new RBC Bearings positions in Q1 2023 and 34 closed out, a net change of +10 holders.
  • The largest RBC Bearings buyer in Q1 2023 was Allspring Global Investments, an estimated $76.6M added.
  • The largest RBC Bearings seller in Q1 2023 was T. Rowe Price Associates, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2023.