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RBC Bearings

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: 343347 (+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: 96 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$78.5M +$1.82M +6,731 +2%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$77.7M -$3.41M -12,625 -4%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$76.5M -$2.77M -10,248 -3%
Wells Fargo
29
Wells Fargo
California
$70.6M -$367K -1,360 -0.5%
Franklin Resources
30
Franklin Resources
California
$69M +$25.7M +95,147 +59%
Invesco
31
Invesco
Georgia
$66.2M -$6.32M -23,429 -9%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$60M -$3.91M -14,477 -6%
ACM
33
American Capital Management
New York
$58.9M -$1.67M -6,176 -3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$57.4M -$2.16M -8,017 -4%
Northern Trust
35
Northern Trust
Illinois
$55.3M -$7.99M -29,598 -13%
RJA
36
Raymond James & Associates
Florida
$46.3M +$1.76M +6,519 +4%
Morgan Stanley
37
Morgan Stanley
New York
$46M -$40M -148,260 -47%
American Century Companies
38
American Century Companies
Missouri
$42.8M +$41.8M +154,968 +4,488%
RA
39
Royce & Associates
New York
$41.9M -$8.48M -31,425 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.2M +$17.1M +63,230 +77%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$39.1M -$3.61M -13,366 -8%
SEI Investments
42
SEI Investments
Pennsylvania
$36.3M +$1.88M +6,962 +5%
Goldman Sachs
43
Goldman Sachs
New York
$33.9M +$14.2M +52,664 +73%
First Trust Advisors
44
First Trust Advisors
Illinois
$33.2M +$2M +7,401 +6%
BFS
45
Bradley Foster & Sargent
Connecticut
$32M -$358K -1,325 -1%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$31.9M -$217K -802 -0.7%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$31.8M -$3.16M -11,711 -8%
MPIA
48
Mountain Pacific Investment Advisers
Idaho
$31.1M +$269K +995 +0.9%
Bank of America
49
Bank of America
North Carolina
$30.2M +$6.26M +23,172 +26%
Principal Financial Group
50
Principal Financial Group
Iowa
$29.5M -$1.75M -6,492 -6%

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.