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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$637M +$8.59M +37,297 +1%
BlackRock
2
BlackRock
New York
$557M +$9M +39,091 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$483M -$208M -904,735 -30%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$482M +$972K +4,218 +0.2%
DCP
5
Durable Capital Partners
Maryland
$465M +$32.9M +143,003 +8%
WA
6
Wasatch Advisors
Utah
$349M +$38.3M +166,355 +12%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$301M -$4.55M -19,733 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$267M -$24.6M -106,599 -8%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$195M +$14.5M +62,864 +8%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$158M +$941K +4,086 +0.6%
GKIM
11
GW&K Investment Management
Massachusetts
$157M +$1.11M +4,836 +0.7%
State Street
12
State Street
Massachusetts
$141M +$4.27M +18,518 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$139M +$3.84M +16,665 +3%
GCM
14
Geneva Capital Management
Wisconsin
$135M +$1.85M +8,036 +1%
FAM
15
Fred Alger Management
New York
$127M -$25.6M -111,034 -17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$127M +$5.52M +23,946 +5%
CIP
17
Champlain Investment Partners
Vermont
$103M +$20.5M +89,120 +25%
SCM
18
Snyder Capital Management
California
$101M +$2.6M +11,269 +3%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$92M +$352K +1,529 +0.4%
Goldman Sachs
20
Goldman Sachs
New York
$82.7M +$21M +91,171 +35%
BAMCO Inc
21
BAMCO Inc
New York
$82.2M -$875K -3,800 -1%
PC
22
Port Capital
Illinois
$81.6M +$3.59M +15,580 +5%
Invesco
23
Invesco
Georgia
$81.6M +$42.9M +186,032 +113%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$77.5M +$76.6M +332,373 +47,414%
Charles Schwab
25
Charles Schwab
California
$77.4M -$300K -1,304 -0.4%

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.