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RBC Bearings

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: 69 (+3)

22% more capital invested

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

5% more funds holding

Funds holding: 328343 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$3.57M +$29.4K +120 +1%
ORI
127
Oak Ridge Investments
Illinois
$3.4M -$231K -944 -7%
UBS Group
128
UBS Group
Switzerland
$2.89M +$1.47M +6,007 +145%
GAM
129
Gotham Asset Management
New York
$2.89M +$17.9K +73 +0.7%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$2.85M +$49K +200 +2%
Corient Private Wealth
131
Corient Private Wealth
Florida
$2.84M +$55.2K +225 +2%
NW
132
NewEdge Wealth
Pennsylvania
$2.76M -$22.8K -93 -0.9%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$2.76M -$22.8K -93 -0.9%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$2.75M -$142K -579 -6%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$2.71M +$2.33M +9,498 New
CCIA
136
Campbell & Co Investment Adviser
Maryland
$2.57M +$2.21M +9,014 New
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$2.56M +$781K +3,185 +55%
DLA
138
Douglas Lane & Associates
New York
$2.55M +$2.19M +8,943 New
EIP
139
Epoch Investment Partners
New York
$2.35M +$212K +865 +12%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$2.34M +$5.15K +21 +0.3%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$2.34M
ASRS
142
Arizona State Retirement System
Arizona
$2.31M -$34.6K -141 -2%
William Blair & Company
143
William Blair & Company
Illinois
$2.3M -$21.3K -87 -1%
TIP
144
Torray Investment Partners
Maryland
$2.12M +$16.9K +69 +0.9%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$2.07M -$2.21K -9 -0.1%
HighTower Advisors
146
HighTower Advisors
Illinois
$2.04M +$159K +649 +10%
SOMRS
147
State of Michigan Retirement System
Michigan
$1.99M +$24.5K +100 +1%
US Bancorp
148
US Bancorp
Minnesota
$1.95M -$54.9K -224 -3%
DC
149
Davenport & Co
Virginia
$1.91M -$78.5K -320 -5%
TC
150
TownSquare Capital
Utah
$1.89M -$229K -935 -12%

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.