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RBC Bearings

329 hedge funds and large institutions have $6.56B invested in RBC Bearings in 2023 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

8% more funds holding

Funds holding: 304329 (+25)

3.07% less ownership

Funds ownership: 107%103.94% (-3.1%)

9% less capital invested

Capital invested by funds: $7.22B → $6.56B (-$662M)

14% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $32.4M

Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
63
Increased
95
Reduced
110
Closed
36
Calls
$20.4M
Puts
$32.4M
Net Calls
-$12.1M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Bartlett & Co
Ohio
$21K
BCWM
277
Bartlett & Co Wealth Management
Ohio
$20.9K
QC
278
Quent Capital
New York
$20.7K
LF
279
Lee Financial
Texas
$20K
RTC
280
Riverview Trust Company
Washington
$17.8K
MA
281
MCF Advisors
Kentucky
$17.2K
Nomura Asset Management
282
Nomura Asset Management
Japan
$17K
AP
283
Arlington Partners
Alabama
$14.1K
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
$13.5K
CWC
285
Carolinas Wealth Consulting
North Carolina
$13.3K
WBC
286
West Branch Capital
Massachusetts
$13K
FDCC
287
Foster Dykema Cabot & Co
Massachusetts
$10K +$10.2K +47 New
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$9K +$8.24K +38 +1,900%
PPC
289
Park Place Capital
Alabama
$8.05K
FRA
290
Front Row Advisors
California
$8K
BWM
291
Baystate Wealth Management
Massachusetts
$7.83K
CT
292
Cambridge Trust
Massachusetts
$7.61K -$14.3K -66 -65%
APW
293
Acima Private Wealth
Virginia
$7.39K
SWM
294
Sugarloaf Wealth Management
Georgia
$7.39K
TPCW
295
TD Private Client Wealth
New York
$6.96K
WTA
296
Washington Trust Advisors
Massachusetts
$6.74K -$2.82K -13 -30%
FA
297
Fiduciary Alliance
South Carolina
$6.74K +$6.72K +31 New
FCA
298
FinTrust Capital Advisors
South Carolina
$6.49K
VCM
299
Vigilant Capital Management
Maine
$6K
IFAM
300
Institutional & Family Asset Management
Colorado
$5.87K

RBC Hedge Fund Activity: Q2 2023 in Review

329 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q2 2023, worth a combined $6.56B — down 9.2% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RBC positions and 36 closed out — a net gain of 27 holders — while 95 added to existing stakes and 110 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $56.4M. The largest seller was BlackRock, cutting an estimated $161M.

  • 329 institutional investors held RBC Bearings (RBC) as of Q2 2023, up from 304 in Q1 2023.
  • Funds reported $6.56B of RBC Bearings stock for Q2 2023, down 9.2% quarter-over-quarter.
  • 63 funds opened new RBC Bearings positions in Q2 2023 and 36 closed out, a net change of +27 holders.
  • The largest RBC Bearings buyer in Q2 2023 was Millennium Management, an estimated $56.4M added.
  • The largest RBC Bearings seller in Q2 2023 was BlackRock, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2023.