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RBC Bearings

372 hedge funds and large institutions have $8.37B invested in RBC Bearings in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 347372 (+25)

0.03% more ownership

Funds ownership: 106.23%106.26% (+0.03%)

0% less capital invested

Capital invested by funds: $8.37B → $8.37B (-$6.74M)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

64% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $12.4M

Holders
372
Holders Change
+25
Holders Change %
+7.2%
% of All Funds
5.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
56
Increased
121
Reduced
146
Closed
29
Calls
$4.48M
Puts
$12.4M
Net Calls
-$7.96M
Net Calls Change
-$378M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$735M -$1.84M -6,850 -0.3%
BlackRock
2
BlackRock
New York
$658M +$1.59M +5,937 +0.2%
DCP
3
Durable Capital Partners
Maryland
$645M +$12.5M +46,376 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$549M -$16.4M -60,912 -3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$524M +$6.04M +22,470 +1%
WA
6
Wasatch Advisors
Utah
$469M -$13.5M -50,440 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$302M -$5.96M -22,190 -2%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$293M -$5.78M -21,511 -2%
State Street
9
State Street
Massachusetts
$223M -$1.37M -5,099 -0.6%
ClearBridge Investments
10
ClearBridge Investments
New York
$204M -$13.3M -49,405 -6%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$197M +$6.57M +24,470 +3%
GCM
12
Geneva Capital Management
Wisconsin
$157M +$183K +680 +0.1%
JP Morgan Chase
13
JP Morgan Chase
New York
$134M -$8.78M -32,701 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$129M +$3.24M +12,078 +3%
GKIM
15
GW&K Investment Management
Massachusetts
$128M +$533K +1,983 +0.4%
Morgan Stanley
16
Morgan Stanley
New York
$104M +$57.4M +213,835 +126%
PC
17
Port Capital
Illinois
$103M +$1.18M +4,390 +1%
MC
18
Maren Capital
Illinois
$98.6M +$8.72M +32,445 +10%
BAMCO Inc
19
BAMCO Inc
New York
$93.7M +$448K +1,666 +0.5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$93.6M +$17.3M +64,217 +23%
SCM
21
Snyder Capital Management
California
$93.5M -$6.59M -24,536 -7%
CIP
22
Champlain Investment Partners
Vermont
$87.5M -$9.04M -33,660 -9%
SIMG
23
Stephens Investment Management Group
Texas
$85M -$1.9M -7,056 -2%
FAM
24
Fred Alger Management
New York
$84.9M -$17.6M -65,533 -17%
Charles Schwab
25
Charles Schwab
California
$79.1M +$725K +2,700 +0.9%

RBC Hedge Fund Activity: Q2 2024 in Review

372 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q2 2024, worth a combined $8.37B — down 0.08% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new RBC positions and 29 closed out — a net gain of 27 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.4M. The largest seller was Baird Financial Group, exiting entirely with an estimated $83.2M sold.

  • 372 institutional investors held RBC Bearings (RBC) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $8.37B of RBC Bearings stock for Q2 2024, down 0.08% quarter-over-quarter.
  • 56 funds opened new RBC Bearings positions in Q2 2024 and 29 closed out, a net change of +27 holders.
  • The largest RBC Bearings buyer in Q2 2024 was Morgan Stanley, an estimated $57.4M added.
  • The largest RBC Bearings seller in Q2 2024 was Baird Financial Group, an estimated $83.2M sold.

Based on aggregated 13F filings for Q2 2024.