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RBC Bearings

135 hedge funds and large institutions have $1.62B invested in RBC Bearings in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.52B → $1.62B (+$103M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 136135 (-1)

12% less call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.92M

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
43
Reduced
59
Closed
12
Calls
$1.7M
Puts
$1.92M
Net Calls
-$226K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$224M -$449K -6,680 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.5M +$2.96M +43,995 +3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$88.1M +$838K +12,460 +1%
SCM
4
Snyder Capital Management
California
$69.4M -$747K -11,106 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$67M -$5.97M -88,780 -9%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$61.6M -$402K -5,983 -0.7%
RA
7
Royce & Associates
New York
$60.7M +$1.56M +23,200 +3%
Jennison Associates
8
Jennison Associates
New York
$55.5M -$11.3M -167,740 -18%
GIM
9
Granahan Investment Management
Massachusetts
$46.5M +$666K +9,903 +2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$45.8M -$2.9M -43,131 -6%
BFA
11
BlackRock Fund Advisors
California
$44.4M -$659K -9,809 -2%
BIT
12
BlackRock Institutional Trust
California
$43.2M +$302K +4,495 +0.7%
GKIM
13
GW&K Investment Management
Massachusetts
$42.6M +$1.43M +21,248 +4%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$36.6M -$11.8M -174,807 -25%
TCM
15
TimesSquare Capital Management
New York
$35.7M -$2.88M -42,840 -8%
Goldman Sachs
16
Goldman Sachs
New York
$34.4M -$2.19M -32,610 -6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$34.3M +$1.07M +15,992 +3%
CIP
18
Champlain Investment Partners
Vermont
$34M -$1.87M -27,770 -5%
EVM
19
Eaton Vance Management
Massachusetts
$33.7M -$822K -12,229 -3%
KAM
20
Keeley Asset Management
Illinois
$33.3M +$134K +2,000 +0.4%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$28.6M +$17.3M +257,940 +177%
State Street
22
State Street
Massachusetts
$28.3M -$655K -9,739 -2%
Wells Fargo
23
Wells Fargo
California
$24.6M -$2.55M -37,922 -10%
Northern Trust
24
Northern Trust
Illinois
$24.6M +$622K +9,257 +3%
SIMG
25
Stephens Investment Management Group
Texas
$19.2M +$2.27M +33,813 +14%

RBC Hedge Fund Activity: Q4 2013 in Review

135 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2013, worth a combined $1.62B — up 6.8% from $1.52B a quarter earlier.

Fund positioning in RBC was balanced in Q4 2013: 12 funds opened new positions, 12 closed out, 43 added to existing stakes and 59 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $17.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.8M.

  • 135 institutional investors held RBC Bearings (RBC) as of Q4 2013, down from 136 in Q3 2013.
  • Funds reported $1.62B of RBC Bearings stock for Q4 2013, up 6.8% quarter-over-quarter.
  • 12 funds opened new RBC Bearings positions in Q4 2013 and 12 closed out, a net change of 0 holders.
  • The largest RBC Bearings buyer in Q4 2013 was Neuberger Berman Group, an estimated $17.3M added.
  • The largest RBC Bearings seller in Q4 2013 was Lord, Abbett & Co, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2013.