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RBC Bearings

167 hedge funds and large institutions have $2.21B invested in RBC Bearings in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100.26% more ownership

Funds ownership: 0%100.26% (+100%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $1.8B → $2.21B (+$414M)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

1% more funds holding

Funds holding: 166167 (+1)

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
24
Increased
62
Reduced
56
Closed
21
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$265K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$292M -$2.61M -32,350 -1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$198M +$5.32M +65,973 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$186M +$17.7M +219,733 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$159M +$3.95M +48,944 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$124M +$26.3M +326,336 +32%
BFA
6
BlackRock Fund Advisors
California
$89.5M +$17.9M +222,124 +30%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$68.6M -$2.48M -30,759 -4%
SCM
8
Snyder Capital Management
California
$61.7M -$1.64M -20,284 -3%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$56.6M -$8.39M -104,100 -15%
BIT
10
BlackRock Institutional Trust
California
$55.7M +$950K +11,777 +2%
AAM
11
Aberdeen Asset Management
United Kingdom
$54.3M +$899K +11,147 +2%
Wells Fargo
12
Wells Fargo
California
$53M +$1.78M +22,062 +4%
BAMCO Inc
13
BAMCO Inc
New York
$51.3M +$16.1K +200 +0%
RA
14
Royce & Associates
New York
$50.5M -$26.5M -328,094 -38%
GKIM
15
GW&K Investment Management
Massachusetts
$46.4M -$4.68M -57,990 -10%
TCM
16
TimesSquare Capital Management
New York
$42.6M -$9.12M -113,140 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40.7M +$10.7M +132,250 +43%
AllianceBernstein
18
AllianceBernstein
Tennessee
$37.7M -$2.89M -35,881 -8%
State Street
19
State Street
Massachusetts
$37.5M +$1.24M +15,394 +4%
GIM
20
Granahan Investment Management
Massachusetts
$36.5M +$803K +9,960 +3%
CIP
21
Champlain Investment Partners
Vermont
$36M -$13.2M -163,390 -30%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$30.7M -$2.27M -28,135 -8%
Goldman Sachs
23
Goldman Sachs
New York
$27.3M -$489K -6,066 -2%
Northern Trust
24
Northern Trust
Illinois
$27.2M +$780K +9,674 +3%
RCMC
25
RK Capital Management (Colorado)
Colorado
$19.7M +$1.35M +16,700 +9%

RBC Hedge Fund Activity: Q4 2016 in Review

167 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q4 2016, worth a combined $2.21B — up 23% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RBC positions and 21 closed out — a net gain of 3 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.3M. The largest seller was Royce & Associates, cutting an estimated $26.5M.

  • 167 institutional investors held RBC Bearings (RBC) as of Q4 2016, up from 166 in Q3 2016.
  • Funds reported $2.21B of RBC Bearings stock for Q4 2016, up 23% quarter-over-quarter.
  • 24 funds opened new RBC Bearings positions in Q4 2016 and 21 closed out, a net change of +3 holders.
  • The largest RBC Bearings buyer in Q4 2016 was JP Morgan Chase, an estimated $26.3M added.
  • The largest RBC Bearings seller in Q4 2016 was Royce & Associates, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2016.