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RBC Bearings

219 hedge funds and large institutions have $3.23B invested in RBC Bearings in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

8% more funds holding

Funds holding: 202219 (+17)

1% more ownership

Funds ownership: 98.36%99.36% (+1%)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

11% less capital invested

Capital invested by funds: $3.64B → $3.23B (-$411M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

99% less call options, than puts

Call options by funds: $13K | Put options by funds: $1.78M

Holders
219
Holders Change
+17
Holders Change %
+8.42%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
72
Reduced
70
Closed
24
Calls
$13K
Puts
$1.78M
Net Calls
-$1.77M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$524K
Truist Financial
127
Truist Financial
North Carolina
$496K +$18.6K +128 +4%
XK
128
Xact Kapitalforvaltning
Sweden
$494K
HighTower Advisors
129
HighTower Advisors
Illinois
$480K +$295K +2,028 +125%
IB
130
Intrust Bank
Kansas
$463K +$514K +3,534 New
GG
131
Gofen & Glossberg
Illinois
$461K
CRC
132
Curi RMB Capital
Illinois
$460K +$511K +3,511 New
AB
133
Amalgamated Bank
New York
$458K +$304K +2,091 +149%
DADC
134
D.A. Davidson & Co
Montana
$442K -$94.5K -649 -16%
RG
135
Renaissance Group
Kentucky
$438K -$109K -751 -18%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$433K
WTC
137
WhitTier Trust Company
Nevada
$404K +$44.8K +308 +11%
MYIA
138
Mount Yale Investment Advisors
Colorado
$392K +$15.7K +108 +4%
WG
139
Winton Group
United Kingdom
$390K -$92.7K -637 -18%
Canada Life
140
Canada Life
Manitoba, Canada
$380K
CPP
141
Crow Point Partners
Massachusetts
$365K -$45.3K -311 -10%
KeyBank National Association
142
KeyBank National Association
Ohio
$364K +$404K +2,774 New
MML Investors Services
143
MML Investors Services
Massachusetts
$345K +$383K +2,628 New
AQR Capital Management
144
AQR Capital Management
Connecticut
$344K -$301K -2,070 -44%
Jane Street
145
Jane Street
New York
$335K +$372K +2,555 New
ACM
146
Advisors Capital Management
New Jersey
$332K +$369K +2,534 New
ProShare Advisors
147
ProShare Advisors
Maryland
$330K -$58.9K -405 -14%
CBA
148
Coastal Bridge Advisors
Connecticut
$327K
GC
149
Guggenheim Capital
Illinois
$317K -$86.9K -597 -20%
Principal Financial Group
150
Principal Financial Group
Iowa
$315K -$780K -5,360 -69%

RBC Hedge Fund Activity: Q4 2018 in Review

219 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2018, worth a combined $3.23B — down 11% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RBC positions and 24 closed out — a net gain of 17 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $79.2M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $21.7M.

  • 219 institutional investors held RBC Bearings (RBC) as of Q4 2018, up from 202 in Q3 2018.
  • Funds reported $3.23B of RBC Bearings stock for Q4 2018, down 11% quarter-over-quarter.
  • 41 funds opened new RBC Bearings positions in Q4 2018 and 24 closed out, a net change of +17 holders.
  • The largest RBC Bearings buyer in Q4 2018 was Congress Asset Management, an estimated $79.2M added.
  • The largest RBC Bearings seller in Q4 2018 was Kayne Anderson Rudnick Investment Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2018.