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RBC Bearings

240 hedge funds and large institutions have $4.93B invested in RBC Bearings in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $4.47B → $4.93B (+$457M)

2% more funds holding

Funds holding: 235240 (+5)

8% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 84

0.13% more ownership

Funds ownership: 99.57%99.7% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

67% less call options, than puts

Call options by funds: $275K | Put options by funds: $846K

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
91
Reduced
84
Closed
25
Calls
$275K
Puts
$846K
Net Calls
-$571K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$455M +$26.9M +142,902 +7%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$405M +$16M +84,953 +4%
BlackRock
3
BlackRock
New York
$380M -$1.49M -7,938 -0.4%
WA
4
Wasatch Advisors
Utah
$329M +$4.76M +25,291 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$289M +$384K +2,044 +0.1%
FAM
6
Fred Alger Management
New York
$245M +$74.1M +394,017 +46%
JP Morgan Chase
7
JP Morgan Chase
New York
$216M -$19.1M -101,515 -8%
ClearBridge Investments
8
ClearBridge Investments
New York
$173M +$31.2M +165,748 +23%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$153M +$1.96M +10,432 +1%
DCP
10
Durable Capital Partners
Maryland
$141M -$48.1M -255,788 -26%
GKIM
11
GW&K Investment Management
Massachusetts
$122M +$7.04M +37,433 +6%
PC
12
Port Capital
Illinois
$106M +$7.7M +40,960 +8%
GCM
13
Geneva Capital Management
Wisconsin
$101M +$6.75M +35,889 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$100M -$1.18M -6,279 -1%
State Street
15
State Street
Massachusetts
$92.3M -$2.29M -12,176 -3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$87.4M -$62.9M -334,496 -43%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$81.1M +$5.77M +30,667 +8%
Goldman Sachs
18
Goldman Sachs
New York
$77.8M -$5.72M -30,427 -7%
Wells Fargo
19
Wells Fargo
California
$68.3M +$3.19M +16,950 +5%
SCM
20
Snyder Capital Management
California
$63.1M +$2.7M +14,373 +5%
Northern Trust
21
Northern Trust
Illinois
$57.5M -$4.13M -21,973 -7%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$56.7M -$2.77M -14,753 -5%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$54.9M +$31.7M +168,637 +153%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$49.5M -$2.88M -15,318 -6%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$47.9M -$108K -575 -0.2%

RBC Hedge Fund Activity: Q1 2021 in Review

240 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q1 2021, worth a combined $4.93B — up 10% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RBC positions and 25 closed out — a net gain of 8 holders — while 91 added to existing stakes and 84 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $74.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $62.9M.

  • 240 institutional investors held RBC Bearings (RBC) as of Q1 2021, up from 235 in Q4 2020.
  • Funds reported $4.93B of RBC Bearings stock for Q1 2021, up 10% quarter-over-quarter.
  • 33 funds opened new RBC Bearings positions in Q1 2021 and 25 closed out, a net change of +8 holders.
  • The largest RBC Bearings buyer in Q1 2021 was Fred Alger Management, an estimated $74.1M added.
  • The largest RBC Bearings seller in Q1 2021 was T. Rowe Price Associates, an estimated $62.9M sold.

Based on aggregated 13F filings for Q1 2021.