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RBC Bearings

388 hedge funds and large institutions have $9.35B invested in RBC Bearings in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $8.37B → $9.35B (+$982M)

4% more funds holding

Funds holding: 372388 (+16)

0.59% more ownership

Funds ownership: 106.26%106.85% (+0.59%)

1% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 140

37% less call options, than puts

Call options by funds: $6.77M | Put options by funds: $10.7M

Holders
388
Holders Change
+16
Holders Change %
+4.3%
% of All Funds
5.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
48
Increased
138
Reduced
140
Closed
28
Calls
$6.77M
Puts
$10.7M
Net Calls
-$3.95M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$811M -$4.34M -15,091 -0.6%
DCP
2
Durable Capital Partners
Maryland
$773M +$54.8M +190,483 +8%
BlackRock
3
BlackRock
New York
$731M +$562K +1,954 +0.1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$643M +$32.4M +112,746 +6%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$579M -$1.78M -6,174 -0.3%
WA
6
Wasatch Advisors
Utah
$457M -$60.4M -209,918 -12%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$335M -$299K -1,038 -0.1%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$328M +$2.03M +7,046 +0.6%
State Street
9
State Street
Massachusetts
$253M +$5.74M +19,962 +2%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$222M +$3.56M +12,375 +2%
ClearBridge Investments
11
ClearBridge Investments
New York
$189M -$36.1M -125,482 -17%
GCM
12
Geneva Capital Management
Wisconsin
$177M +$2.31M +8,012 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$144M +$1.45M +5,040 +1%
GKIM
14
GW&K Investment Management
Massachusetts
$141M -$624K -2,170 -0.5%
JP Morgan Chase
15
JP Morgan Chase
New York
$124M -$23.4M -81,494 -16%
Ameriprise
16
Ameriprise
Minnesota
$121M +$41.3M +143,508 +55%
PC
17
Port Capital
Illinois
$115M +$1.01M +3,525 +0.9%
MC
18
Maren Capital
Illinois
$113M +$3.97M +13,812 +4%
CIP
19
Champlain Investment Partners
Vermont
$109M +$11.7M +40,724 +13%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$105M +$1.36M +4,741 +1%
BAMCO Inc
21
BAMCO Inc
New York
$100M -$3.56M -12,381 -4%
SCM
22
Snyder Capital Management
California
$100M -$3.56M -12,385 -4%
Morgan Stanley
23
Morgan Stanley
New York
$96.3M -$17.9M -62,272 -16%
SIMG
24
Stephens Investment Management Group
Texas
$91.8M -$2.45M -8,513 -3%
Charles Schwab
25
Charles Schwab
California
$88.6M +$823K +2,859 +1%

RBC Hedge Fund Activity: Q3 2024 in Review

388 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in RBC Bearings (RBC) for Q3 2024, worth a combined $9.35B — up 12% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RBC positions and 28 closed out — a net gain of 20 holders — while 138 added to existing stakes and 140 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $54.8M. The largest seller was Wasatch Advisors, cutting an estimated $60.4M.

  • 388 institutional investors held RBC Bearings (RBC) as of Q3 2024, up from 372 in Q2 2024.
  • Funds reported $9.35B of RBC Bearings stock for Q3 2024, up 12% quarter-over-quarter.
  • 48 funds opened new RBC Bearings positions in Q3 2024 and 28 closed out, a net change of +20 holders.
  • The largest RBC Bearings buyer in Q3 2024 was Durable Capital Partners, an estimated $54.8M added.
  • The largest RBC Bearings seller in Q3 2024 was Wasatch Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2024.