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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
Cohen & Steers
376
Cohen & Steers
New York
$3K
HWM
377
Hemington Wealth Management
Virginia
$3K +$1.54K +5 +63%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$2.69K
FWA
379
FSC Wealth Advisors
New York
$2.69K
CWC
380
Carolinas Wealth Consulting
North Carolina
$2.41K +$2.77K +9 New
JWA
381
JFS Wealth Advisors
Pennsylvania
$2.39K +$308 +1 +14%
BAM
382
Bellevue Asset Management
Washington
$2.39K
TPCW
383
TD Private Client Wealth
New York
$2.09K -$308 -1 -13%
FFO
384
Fortitude Family Office
Arizona
$2.09K
PWA
385
Provenance Wealth Advisors
Florida
$2.09K
CAS
386
Coppell Advisory Solutions
Texas
$2.08K
MA
387
Montag & Associates
Georgia
$1.95K +$1.85K +6 New
JFA
388
JNBA Financial Advisors
Minnesota
$1.79K
BIA
389
Bell Investment Advisors
California
$1.5K
LC
390
Lindbrook Capital
California
$1.2K -$616 -2 -33%
HCP
391
Hexagon Capital Partners
Arkansas
$1.2K +$1.23K +4 New
SIC
392
SJS Investment Consulting
Ohio
$599
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$599 +$308 +1 +100%
HWA
394
HHM Wealth Advisors
Tennessee
$599 +$616 +2 New
TFM
395
TFC Financial Management
Massachusetts
$300
WCM
396
WealthTrak Capital Management
Virginia
$300 +$308 +1 New
RIL
397
Rothschild Investment LLC
Illinois
$299
GFPC
398
Global Financial Private Client
Florida
$299 +$308 +1 New
Millennium Management
399
Millennium Management
New York
-$11.7M -39,185 Closed
Connor, Clark & Lunn Investment Management (CC&L)
400
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$7.51M -25,081 Closed

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.