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RBC Bearings
RBC

343 hedge funds and large institutions have $9.03B invested in RBC Bearings in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

22% more capital invested

Capital invested by funds: $7.39B → $9.03B (+$1.64B)

5% more funds holding

Funds holding: 328 → 343 (+15)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

0.31% more ownership

Funds ownership: 108.6% → 108.91% (+0.31%)

31% less call options, than puts

Call options by funds: $43M | Put options by funds: $61.8M

Holders
343
Holders Change
+15
Holders Change %
+4.57%
% of All Funds
5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
49
Increased
124
Reduced
123
Closed
29
Calls
$43M
Puts
$61.8M
Net Calls
-$18.9M
Net Calls Change
-$5.26M

Top Buyers

Rank Fund Capital Flow
1
DCP
Durable Capital Partners
Maryland
+$48M
2
Morgan Stanley
Morgan Stanley
New York
+$43.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$26.6M
4
Jennison Associates
Jennison Associates
New York
+$10.5M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
+$8.95M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$41.2M
2
ClearBridge Investments
ClearBridge Investments
New York
-$32.4M
3
CIP
Champlain Investment Partners
Vermont
-$28M
4
JP Morgan Chase
JP Morgan Chase
New York
-$24.7M
5
Jane Street
Jane Street
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$83.5M +$5.34M +21,766 +8%
Norges Bank
27
Norges Bank
Norway
$83.3M +$7.67M +31,261 +12%
MC
28
Maren Capital
Illinois
$80.9M +$69.6M +284,012 New
Charles Schwab
29
Charles Schwab
California
$80.8M +$1.44M +5,881 +2%
Invesco
30
Invesco
Georgia
$76.4M -$364K -1,483 -0.5%
Wells Fargo
31
Wells Fargo
California
$74.8M +$1.17M +4,776 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$67.4M +$1.66M +6,760 +3%
Northern Trust
33
Northern Trust
Illinois
$66.7M +$328K +1,336 +0.6%
ACM
34
American Capital Management
New York
$63.9M +$714K +2,912 +1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$62.8M +$1.83M +7,466 +4%
RA
36
Royce & Associates
New York
$53.1M -$3.44M -14,008 -7%
RJA
37
Raymond James & Associates
Florida
$46.9M +$876K +3,572 +2%
Franklin Resources
38
Franklin Resources
California
$45.6M +$21.8K +89 +0.1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$45M +$232K +948 +0.6%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$43.6M -$346K -1,410 -0.9%
SEI Investments
41
SEI Investments
Pennsylvania
$36.3M -$275K -1,123 -0.9%
BFS
42
Bradley Foster & Sargent
Connecticut
$34.1M +$1.37M +5,569 +5%
Public Employees Retirement Association of Colorado
43
Public Employees Retirement Association of Colorado
Colorado
$33.9M -$2.07M -8,452 -7%
Principal Financial Group
44
Principal Financial Group
Iowa
$32.9M +$489K +1,994 +2%
First Trust Advisors
45
First Trust Advisors
Illinois
$32.8M +$591K +2,409 +2%
MPIA
46
Mountain Pacific Investment Advisers
Idaho
$32.5M +$56.2K +229 +0.2%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$30.5M -$339K -1,384 -1%
PI
48
Putnam Investments
Massachusetts
$28.8M +$5.97M +24,338 +32%
GIM
49
Granahan Investment Management
Massachusetts
$28M -$171K -696 -0.7%
Bank of America
50
Bank of America
North Carolina
$25.2M -$520K -2,121 -2%
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RBC Hedge Fund Activity: Q4 2023 in Review

343 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2023, worth a combined $9.03B — up 22% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RBC positions and 29 closed out — a net gain of 20 holders — while 124 added to existing stakes and 123 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $41.2M.

  • 343 institutional investors held RBC Bearings (RBC) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $9.03B of RBC Bearings stock for Q4 2023, up 22% quarter-over-quarter.
  • 49 funds opened new RBC Bearings positions in Q4 2023 and 29 closed out, a net change of +20 holders.
  • The largest RBC Bearings buyer in Q4 2023 was Durable Capital Partners, an estimated $48M added.
  • The largest RBC Bearings seller in Q4 2023 was Ameriprise, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2023.