We are live on ! Find out more
RBC icon

RBC Bearings

226 hedge funds and large institutions have $4.12B invested in RBC Bearings in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.17M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $3.11B → $4.12B (+$1.01B)

31% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 72

1.12% more ownership

Funds ownership: 98.47%99.59% (+1.1%)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 231226 (-5)

Holders
226
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
28
Increased
94
Reduced
72
Closed
29
Calls
$2.82M
Puts
$1.17M
Net Calls
+$1.65M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$15K +$13.4K +95 New
ESB
202
Essex Savings Bank
Connecticut
$14K -$5.66K -40 -33%
CFGS
203
Concourse Financial Group Securities
Alabama
$14K -$2.69K -19 -18%
FANJ
204
Financial Architects (New Jersey)
New Jersey
$14K
CFA
205
Carroll Financial Associates
North Carolina
$14K +$12.3K +87 New
SMFS
206
Squar Milner Financial Services
California
$12K -$6.23K -44 -38%
EWM
207
Executive Wealth Management
Michigan
$12K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$10K
FHA
209
Flagship Harbor Advisors
Massachusetts
$9K
SIAS
210
Shine Investment Advisory Services
Colorado
$9K
BFEC
211
Benjamin F. Edwards & Company
Missouri
$9K +$7.36K +52 New
HGWM
212
Harvest Group Wealth Management
Massachusetts
$8K -$1.13K -8 -14%
CMBA
213
C.M. Bidwell & Associates
Hawaii
$7K
FRA
214
Front Row Advisors
California
$7K
CFN
215
Cordasco Financial Network
Florida
$6K +$5.24K +37 New
GWM
216
Geneos Wealth Management
Colorado
$5K
SPIA
217
Steward Partners Investment Advisory
New York
$5K +$4.53K +32 New
BL
218
Balentine LLC
Georgia
$3K +$2.12K +15 New
CI
219
CX Institutional
Indiana
$3K +$2.12K +15 New
WAS
220
Winch Advisory Services
Wisconsin
$3K +$2.12K +15 New
RCG
221
Ruggie Capital Group
Florida
$3K +$2.27K +16 New
VCM
222
Versant Capital Management
Arizona
$2K -$1.42K -10 -43%
TFGT
223
TS Financial Group (TSFG)
Illinois
$1K
PCP
224
Proficio Capital Partners
Massachusetts
$1K +$991 +7 New
GT
225
Glenmede Trust
Pennsylvania
$619 +$121K +855 +30%

RBC Hedge Fund Activity: Q2 2019 in Review

226 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q2 2019, worth a combined $4.12B — up 32% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RBC and 28 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 94 added.

The largest buyer was Invesco, adding an estimated $62.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.2M.

  • 226 institutional investors held RBC Bearings (RBC) as of Q2 2019, down from 231 in Q1 2019.
  • Funds reported $4.12B of RBC Bearings stock for Q2 2019, up 32% quarter-over-quarter.
  • 28 funds opened new RBC Bearings positions in Q2 2019 and 29 closed out, a net change of -1 holder.
  • The largest RBC Bearings buyer in Q2 2019 was Invesco, an estimated $62.9M added.
  • The largest RBC Bearings seller in Q2 2019 was T. Rowe Price Associates, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2019.