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RBC Bearings
RBC

347 hedge funds and large institutions have $8.37B invested in RBC Bearings in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $707M | Put options by funds: $337M

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1% more funds holding

Funds holding: 343 → 347 (+4)

2.68% less ownership

Funds ownership: 108.91% → 106.23% (-2.7%)

7% less capital invested

Capital invested by funds: $9.03B → $8.37B (-$658M)

12% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 129

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
347
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
5%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
41
Increased
113
Reduced
129
Closed
31
Calls
$707M
Puts
$337M
Net Calls
+$370M
Net Calls Change
+$389M

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$41.8M
2
Franklin Resources
Franklin Resources
California
+$25.7M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$17.1M
4
Goldman Sachs
Goldman Sachs
New York
+$14.2M
5
MC
Maren Capital
Illinois
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
-$46.2M
2
Morgan Stanley
Morgan Stanley
New York
-$40M
3
DCP
Durable Capital Partners
Maryland
-$39.8M
4
ClearBridge Investments
ClearBridge Investments
New York
-$31M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$28.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$5.14K – – –
BWL
327
Bogart Wealth LLC
Virginia
$4.87K – – –
BCMLT
328
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.6K +$4.59K +17 New
CTA
329
Colonial Trust Advisors
South Carolina
$4.6K +$4.59K +17 New
PCWA
330
Pacific Capital Wealth Advisors
California
$4.6K +$4.59K +17 New
Mitsubishi UFJ Asset Management
331
Mitsubishi UFJ Asset Management
Japan
$4.33K – – –
CTC
332
Cetera Trust Company
Minnesota
$4.05K – – –
Twin Tree Management
333
Twin Tree Management
Texas
$3.79K -$32.1K -119 -89%
EWA
334
EverSource Wealth Advisors
Alabama
$3.67K +$1.35K +5 +50%
BAM
335
Bellevue Asset Management
Washington
$3.24K – – –
UB
336
UMB Bank
Missouri
$2.16K +$2.16K +8 New
CAL
337
Capital Advisors Ltd
Ohio
$2K – – –
JWA
338
JFS Wealth Advisors
Pennsylvania
$1.89K – – –
PWA
339
Provenance Wealth Advisors
Florida
$1.89K – – –
LC
340
Lindbrook Capital
California
$1.89K +$270 +1 +17%
JFA
341
JNBA Financial Advisors
Minnesota
$1.62K – – –
BIA
342
Bell Investment Advisors
California
$1.35K – – –
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$1.35K – – –
A
344
AlphaQuest
New York
$1.08K +$1.08K +4 New
SIC
345
SJS Investment Consulting
Ohio
$541 – – –
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$271 – – –
BTI
347
Blue Trust Inc
Georgia
$270 +$270 +1 New
OCM
348
Osterweis Capital Management
California
– -$7.76M -27,229 Closed
GCM
349
Greenland Capital Management
New York
– -$4.45M -15,617 Closed
LCG
350
Lisanti Capital Growth
New York
– -$4.1M -14,385 Closed
12 13
14
15 16

RBC Hedge Fund Activity: Q1 2024 in Review

347 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q1 2024, worth a combined $8.37B — down 7.3% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RBC positions and 31 closed out — a net gain of 10 holders — while 113 added to existing stakes and 129 trimmed.

The largest buyer was American Century Companies, adding an estimated $41.8M. The largest seller was Champlain Investment Partners, cutting an estimated $46.2M.

  • 347 institutional investors held RBC Bearings (RBC) as of Q1 2024, up from 343 in Q4 2023.
  • Funds reported $8.37B of RBC Bearings stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 41 funds opened new RBC Bearings positions in Q1 2024 and 31 closed out, a net change of +10 holders.
  • The largest RBC Bearings buyer in Q1 2024 was American Century Companies, an estimated $41.8M added.
  • The largest RBC Bearings seller in Q1 2024 was Champlain Investment Partners, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2024.