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RBC Bearings

398 hedge funds and large institutions have $9.59B invested in RBC Bearings in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 160 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

24% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 129

3% more funds holding

Funds holding: 388398 (+10)

3% more capital invested

Capital invested by funds: $9.35B → $9.59B (+$242M)

4.78% less ownership

Funds ownership: 106.85%102.07% (-4.8%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

56% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $4.07M

Holders
398
Holders Change
+10
Holders Change %
+2.58%
% of All Funds
5.24%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
53
Increased
160
Reduced
129
Closed
38
Calls
$1.79M
Puts
$4.07M
Net Calls
-$2.27M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
351
Physician Wealth Advisors
Utah
$20.6K +$21.2K +69 New
MA
352
MCF Advisors
Kentucky
$19.4K +$924 +3 +5%
WBC
353
West Branch Capital
Massachusetts
$17.9K
TSMHT
354
Thurston Springer Miller Herd & Titak
Indiana
$16.2K +$10.8K +35 +184%
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$16K -$308 -1 -2%
BBHC
356
Brown Brothers Harriman & Co
New York
$14.4K
HI
357
Harbour Investments
Wisconsin
$10.5K +$3.08K +10 +40%
SWM
358
Sugarloaf Wealth Management
Georgia
$10.2K
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.42K -$2.46K -8 -23%
LFA
360
LGT Financial Advisors
Texas
$9.27K
Twin Tree Management
361
Twin Tree Management
Texas
$8.38K +$8.62K +28 New
AAP
362
Arax Advisory Partners
Colorado
$7.48K
EWA
363
EverSource Wealth Advisors
Alabama
$6.88K +$2.77K +9 +64%
WA
364
WPG Advisers
Maryland
$6.88K +$7.08K +23 New
WTA
365
Washington Trust Advisors
Massachusetts
$6.58K
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$6.28K +$1.23K +4 +24%
BWL
367
Bogart Wealth LLC
Virginia
$5.38K
BCMLT
368
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.08K
CTC
369
Cetera Trust Company
Minnesota
$4.49K
AT
370
Avalon Trust
New Mexico
$4.19K +$4.31K +14 New
TCM
371
TD Capital Management
Tennessee
$3.89K +$4K +13 New
GWM
372
Geneos Wealth Management
Colorado
$3.59K
MAS
373
MPWM Advisory Solutions
Georgia
$3.59K +$3.69K +12 New
WIM
374
Westside Investment Management
California
$3.29K
CAL
375
Capital Advisors Ltd
Ohio
$3K -$308 -1 -10%

RBC Hedge Fund Activity: Q4 2024 in Review

398 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2024, worth a combined $9.59B — up 2.6% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RBC positions and 38 closed out — a net gain of 15 holders — while 160 added to existing stakes and 129 trimmed.

The largest buyer was Vanguard Group, adding an estimated $70.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $74.5M.

  • 398 institutional investors held RBC Bearings (RBC) as of Q4 2024, up from 388 in Q3 2024.
  • Funds reported $9.59B of RBC Bearings stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 53 funds opened new RBC Bearings positions in Q4 2024 and 38 closed out, a net change of +15 holders.
  • The largest RBC Bearings buyer in Q4 2024 was Vanguard Group, an estimated $70.7M added.
  • The largest RBC Bearings seller in Q4 2024 was T. Rowe Price Associates, an estimated $74.5M sold.

Based on aggregated 13F filings for Q4 2024.