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RBC Bearings
RBC

167 hedge funds and large institutions have $2.21B invested in RBC Bearings in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100.26% more ownership

Funds ownership: 0% → 100.26% (+100%)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

23% more capital invested

Capital invested by funds: $1.8B → $2.21B (+$414M)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

1% more funds holding

Funds holding: 166 → 167 (+1)

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
24
Increased
62
Reduced
56
Closed
21
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$265K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$26.3M
2
BFA
BlackRock Fund Advisors
California
+$17.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$17.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.7M
5
O
OppenheimerFunds
New York
+$7.53M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$26.5M
2
CIP
Champlain Investment Partners
Vermont
-$13.2M
3
TCM
TimesSquare Capital Management
New York
-$9.12M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$8.39M
5
PIM
Perkins Investment Management
Illinois
-$8.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
26
Stephens Investment Management Group
Texas
$18.7M +$411K +5,095 +3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$16.8M +$374K +4,641 +3%
PIM
28
Perkins Investment Management
Illinois
$16.2M -$8.29M -102,748 -37%
Norges Bank
29
Norges Bank
Norway
$14.8M -$2.1M -26,047 -14%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$14.2M +$115K +1,426 +0.9%
NFA
31
Nationwide Fund Advisors
Ohio
$12.9M +$348K +4,316 +3%
Public Employees Retirement Association of Colorado
32
Public Employees Retirement Association of Colorado
Colorado
$12M – – –
BFS
33
Bradley Foster & Sargent
Connecticut
$11M +$4.19M +51,960 +79%
CRM
34
Cramer Rosenthal McGlynn
Connecticut
$10.8M -$6.27M -77,810 -40%
Charles Schwab
35
Charles Schwab
California
$10.7M +$525K +6,511 +6%
EVM
36
Eaton Vance Management
Massachusetts
$9.41M -$5.14M -63,764 -39%
O
37
OppenheimerFunds
New York
$8.66M +$7.53M +93,350 New
BIM
38
BlackRock Investment Management
Delaware
$7.78M -$61K -757 -0.9%
CM
39
Castleark Management
Illinois
$7.62M +$6.62M +82,145 New
Natixis Advisors
40
Natixis Advisors
Massachusetts
$6.78M +$2.21M +27,406 +60%
Morgan Stanley
41
Morgan Stanley
New York
$6.73M +$5.16M +64,034 +755%
TCIM
42
TIAA CREF Investment Management
New York
$6.07M -$281K -3,489 -5%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$6.03M +$5.24M +65,000 New
First Trust Advisors
44
First Trust Advisors
Illinois
$5.81M +$3.12M +38,738 +162%
PPA
45
Parametric Portfolio Associates
Washington
$5.33M -$982K -12,182 -17%
RJA
46
Raymond James & Associates
Florida
$4.84M -$27.7K -344 -0.7%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$4.72M -$419K -5,200 -9%
Bank of America
48
Bank of America
North Carolina
$4.71M +$1.5M +18,564 +58%
EAM
49
EULAV Asset Management
Florida
$4.36M – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$4.34M -$105K -1,300 -3%
1
2
3 4 5

RBC Hedge Fund Activity: Q4 2016 in Review

167 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2016, worth a combined $2.21B — up 23% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RBC positions and 21 closed out — a net gain of 3 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.3M. The largest seller was Royce & Associates, cutting an estimated $26.5M.

  • 167 institutional investors held RBC Bearings (RBC) as of Q4 2016, up from 166 in Q3 2016.
  • Funds reported $2.21B of RBC Bearings stock for Q4 2016, up 23% quarter-over-quarter.
  • 24 funds opened new RBC Bearings positions in Q4 2016 and 21 closed out, a net change of +3 holders.
  • The largest RBC Bearings buyer in Q4 2016 was JP Morgan Chase, an estimated $26.3M added.
  • The largest RBC Bearings seller in Q4 2016 was Royce & Associates, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2016.