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RBC Bearings

143 hedge funds and large institutions have $1.49B invested in RBC Bearings in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$177M)

4% more funds holding

Funds holding: 138143 (+5)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
41
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$178M -$15M -247,239 -8%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$98.7M +$22.5M +371,312 +32%
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.6M -$372K -6,133 -0.4%
TCM
4
TimesSquare Capital Management
New York
$62.3M -$8.39M -138,305 -13%
SCM
5
Snyder Capital Management
California
$62.3M +$386K +6,368 +0.7%
JP Morgan Chase
6
JP Morgan Chase
New York
$59.6M +$514K +8,463 +0.9%
RA
7
Royce & Associates
New York
$58.8M -$1.42M -23,320 -2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$51.9M -$30.3K -500 -0.1%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$50.6M -$2.73M -44,944 -5%
CIP
10
Champlain Investment Partners
Vermont
$45.8M +$9.94M +163,775 +30%
GIM
11
Granahan Investment Management
Massachusetts
$43.6M -$147K -2,428 -0.4%
BFA
12
BlackRock Fund Advisors
California
$43.2M +$5.43M +89,449 +15%
AllianceBernstein
13
AllianceBernstein
Tennessee
$40M -$6.87M -113,197 -15%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$38.6M +$1.81M +29,850 +5%
BIT
15
BlackRock Institutional Trust
California
$38M +$83.7K +1,379 +0.2%
Goldman Sachs
16
Goldman Sachs
New York
$38M +$2.78M +45,793 +8%
GKIM
17
GW&K Investment Management
Massachusetts
$37.9M -$4.73M -77,901 -12%
EVM
18
Eaton Vance Management
Massachusetts
$25.4M -$3.6M -59,275 -13%
State Street
19
State Street
Massachusetts
$24.9M +$159K +2,620 +0.7%
Wells Fargo
20
Wells Fargo
California
$24.6M +$2.32M +38,217 +11%
KAM
21
Keeley Asset Management
Illinois
$24.2M -$182K -3,000 -0.8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$24M -$962K -15,857 -4%
SIMG
23
Stephens Investment Management Group
Texas
$21.1M -$1.26M -20,840 -6%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$19.7M +$1.97M +32,415 +12%
Northern Trust
25
Northern Trust
Illinois
$17.6M -$615K -10,126 -4%

RBC Hedge Fund Activity: Q4 2014 in Review

143 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2014, worth a combined $1.49B — up 13% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RBC positions and 11 closed out — a net gain of 9 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $22.5M. The largest seller was Waddell & Reed Financial, cutting an estimated $27.8M.

  • 143 institutional investors held RBC Bearings (RBC) as of Q4 2014, up from 138 in Q3 2014.
  • Funds reported $1.49B of RBC Bearings stock for Q4 2014, up 13% quarter-over-quarter.
  • 20 funds opened new RBC Bearings positions in Q4 2014 and 11 closed out, a net change of +9 holders.
  • The largest RBC Bearings buyer in Q4 2014 was Kayne Anderson Rudnick Investment Management, an estimated $22.5M added.
  • The largest RBC Bearings seller in Q4 2014 was Waddell & Reed Financial, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2014.