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RBC Bearings

304 hedge funds and large institutions have $7.22B invested in RBC Bearings in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 117 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 99

14% more capital invested

Capital invested by funds: $6.36B → $7.22B (+$861M)

2% more funds holding

Funds holding: 299304 (+5)

1.57% more ownership

Funds ownership: 105.43%107% (+1.6%)

21% less call options, than puts

Call options by funds: $34.6M | Put options by funds: $44.1M

Holders
304
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
4.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
44
Increased
117
Reduced
99
Closed
34
Calls
$34.6M
Puts
$44.1M
Net Calls
-$9.45M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Wealth Alliance
New York
$297K +$2.3K +10 +0.8%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$295K +$292K +1,267 New
TSS
203
Two Sigma Securities
New York
$291K +$288K +1,249 New
KWM
204
Kolinsky Wealth Management
New Jersey
$262K +$259K +1,126 New
Verition Fund Management
205
Verition Fund Management
Connecticut
$259K +$256K +1,111 New
LA
206
Lindenwold Advisors
Pennsylvania
$249K -$1.15K -5 -0.5%
KCM
207
Kennedy Capital Management
Missouri
$247K
BRWA
208
B. Riley Wealth Advisors
Florida
$245K +$242K +1,052 New
HFS
209
Hantz Financial Services
Michigan
$239K -$1.61K -7 -0.7%
SOW
210
State of Wyoming
Wyoming
$235K +$11.5K +50 +5%
IWC
211
Integrated Wealth Concepts
Massachusetts
$233K +$231K +1,002 New
BPA
212
Beacon Pointe Advisors
California
$232K +$1.61K +7 +0.7%
SW
213
SVB Wealth
Massachusetts
$229K -$9.9K -43 -4%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$226K +$224K +972 New
Cerity Partners
215
Cerity Partners
New York
$223K -$12.9K -56 -6%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$206K +$204K +887 New
SPIA
217
Steward Partners Investment Advisory
New York
$206K +$59.9K +260 +42%
VFA
218
Voya Financial Advisors
Connecticut
$203K -$15.7K -68 -7%
HSBC Holdings
219
HSBC Holdings
United Kingdom
$202K -$152K -659 -43%
ABC
220
Associated Banc-Corp
Wisconsin
$202K +$200K +868 New
TRCT
221
Tower Research Capital (TRC)
New York
$196K +$67K +291 +53%
FHA
222
First Horizon Advisors
Tennessee
$156K -$1.15K -5 -0.7%
WEG
223
World Equity Group
Illinois
$146K +$3.21M +13,956 New
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$140K -$3.22M -14,000 -96%
SC
225
Steph & Co
Wisconsin
$135K -$60.3K -262 -31%

RBC Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q1 2023, worth a combined $7.22B — up 14% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RBC positions and 34 closed out — a net gain of 10 holders — while 117 added to existing stakes and 99 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $76.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $208M.

  • 304 institutional investors held RBC Bearings (RBC) as of Q1 2023, up from 299 in Q4 2022.
  • Funds reported $7.22B of RBC Bearings stock for Q1 2023, up 14% quarter-over-quarter.
  • 44 funds opened new RBC Bearings positions in Q1 2023 and 34 closed out, a net change of +10 holders.
  • The largest RBC Bearings buyer in Q1 2023 was Allspring Global Investments, an estimated $76.6M added.
  • The largest RBC Bearings seller in Q1 2023 was T. Rowe Price Associates, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2023.