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RGC Resources
RGCO

66 hedge funds and large institutions have $97.2M invested in RGC Resources in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

18% more capital invested

Capital invested by funds: $82.4M → $97.2M (+$14.8M)

12% more funds holding

Funds holding: 59 → 66 (+7)

5.76% more ownership

Funds ownership: 35.7% → 41.46% (+5.8%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.24M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$1.45M
3
UBS Group
UBS Group
Switzerland
+$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.09M
5
Boston Partners
Boston Partners
Massachusetts
+$725K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$281K
2
LPL Financial
LPL Financial
California
-$214K
3
TA
Teton Advisors
New York
-$177K
4
Barclays
Barclays
United Kingdom
-$140K
5
Bank of America
Bank of America
North Carolina
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$793K -$840 -31 -0.1%
Boston Partners
27
Boston Partners
Massachusetts
$773K +$725K +26,728 New
PP
28
Palladium Partners
Virginia
$742K -$27.1K -1,000 -4%
MAM
29
Martingale Asset Management
Massachusetts
$663K +$621K +22,902 New
ZIM
30
Zacks Investment Management
Illinois
$656K +$615K +22,670 New
Wells Fargo
31
Wells Fargo
California
$616K +$64K +2,359 +12%
PPA
32
Parametric Portfolio Associates
Washington
$580K +$544K +20,047 New
Charles Schwab
33
Charles Schwab
California
$536K +$3.74K +138 +0.8%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$514K +$46.1K +1,700 +10%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$512K +$14.6K +538 +3%
BCM
36
Bridgeway Capital Management
Texas
$478K – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$451K +$102K +3,760 +32%
Bessemer Group
38
Bessemer Group
New Jersey
$388K +$363K +13,400 New
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$373K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$368K +$52.9K +1,950 +18%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$336K +$3.63K +134 +1%
PAM
42
Panagora Asset Management
Massachusetts
$288K +$259K +9,567 +2,416%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$278K – – –
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$234K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$210K +$197K +7,275 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$156K – – –
AIG
47
American International Group
New York
$129K -$7.02K -259 -5%
MIM
48
MetLife Investment Management
New Jersey
$101K +$94.4K +3,482 New
Victory Capital Management
49
Victory Capital Management
Texas
$76K +$71.6K +2,642 New
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$72.4K +$67.8K +2,502 New
1
2
3

RGCO Hedge Fund Activity: Q1 2020 in Review

66 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q1 2020, worth a combined $97.2M — up 18% from $82.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RGCO positions and 4 closed out — a net gain of 9 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $3.24M. The largest seller was Morgan Stanley, cutting an estimated $281K.

  • 66 institutional investors held RGC Resources (RGCO) as of Q1 2020, up from 59 in Q4 2019.
  • Funds reported $97.2M of RGC Resources stock for Q1 2020, up 18% quarter-over-quarter.
  • 13 funds opened new RGC Resources positions in Q1 2020 and 4 closed out, a net change of +9 holders.
  • The largest RGC Resources buyer in Q1 2020 was Russell Investments Group, an estimated $3.24M added.
  • The largest RGC Resources seller in Q1 2020 was Morgan Stanley, an estimated $281K sold.

Based on aggregated 13F filings for Q1 2020.