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Richardson Electronics

69 hedge funds and large institutions have $110M invested in Richardson Electronics in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

28% more capital invested

Capital invested by funds: $85.4M → $110M (+$24.2M)

16% more call options, than puts

Call options by funds: $512K | Put options by funds: $441K

2.92% more ownership

Funds ownership: 64.23%67.15% (+2.9%)

14% less funds holding

Funds holding: 8069 (-11)

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-11
Holders Change %
-13.75%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
31
Reduced
17
Closed
15
Calls
$512K
Puts
$441K
Net Calls
+$71K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$76.1K
FCMT
52
Founders Capital Management (Texas)
Texas
$70.8K
Wells Fargo
53
Wells Fargo
California
$49.7K +$9.19K +769 +26%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$45.4K -$18K -1,504 -31%
TRCT
55
Tower Research Capital (TRC)
New York
$29.9K +$13.8K +1,157 +107%
Citigroup
56
Citigroup
New York
$26.8K +$23.7K +1,981 +7,619%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$26.6K -$7.75K -648 -25%
CFGS
58
Concourse Financial Group Securities
Alabama
$17.2K -$442 -37 -3%
Legal & General Group
59
Legal & General Group
United Kingdom
$14.7K
AB
60
Amalgamated Bank
New York
$14K -$1.43K -120 -10%
AIP
61
Ameritas Investment Partners
Nebraska
$13.2K
Osaic Holdings
62
Osaic Holdings
Arizona
$10.7K -$4.3K -360 -31%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$8.8K
NA
64
NewEdge Advisors
Louisiana
$6.93K
C
65
Covestor
United Kingdom
$2K +$1.7K +142 New
GWS
66
Glassman Wealth Services
Virginia
$814 +$729 +61 New
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$360 +$323 +27 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$307
GI
69
GAMMA Investing
California
$266 +$323 +27 New
GCP
70
GSA Capital Partners
United Kingdom
-$1.43M -131,077 Closed
PA
71
Pinnacle Associates
New York
-$702K -64,202 Closed
Marshall Wace
72
Marshall Wace
United Kingdom
-$304K -27,823 Closed
AAS
73
Annex Advisory Services
Wisconsin
-$271K -24,774 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$256K -21,397 Closed
AG
75
Algert Global
California
-$208K -19,010 Closed

RELL Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Richardson Electronics (RELL) for Q4 2023, worth a combined $110M — up 28% from $85.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RELL and 5 opened new positions — a net loss of 10 holders — while 17 trimmed existing stakes and 31 added.

The largest buyer was Royce & Associates, adding an estimated $3.97M. The largest seller was GSA Capital Partners, exiting entirely with an estimated $1.43M sold.

  • 69 institutional investors held Richardson Electronics (RELL) as of Q4 2023, down from 80 in Q3 2023.
  • Funds reported $110M of Richardson Electronics stock for Q4 2023, up 28% quarter-over-quarter.
  • 5 funds opened new Richardson Electronics positions in Q4 2023 and 15 closed out, a net change of -10 holders.
  • The largest Richardson Electronics buyer in Q4 2023 was Royce & Associates, an estimated $3.97M added.
  • The largest Richardson Electronics seller in Q4 2023 was GSA Capital Partners, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2023.