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RGC Resources

61 hedge funds and large institutions have $77M invested in RGC Resources in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less ownership

Funds ownership: 41.3%40.3% (-1%)

5% less capital invested

Capital invested by funds: $81.2M → $77M (-$4.13M)

8% less funds holding

Funds holding: 6661 (-5)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
26
Hennessy Advisors Inc
California
$616K -$188K -8,000 -23%
Wells Fargo
27
Wells Fargo
California
$607K -$88.2K -3,753 -13%
PP
28
Palladium Partners
Virginia
$602K
PPA
29
Parametric Portfolio Associates
Washington
$462K +$25.1K +1,067 +6%
BIM
30
Baldwin Investment Management
Pennsylvania
$462K +$463K +19,700 New
ZIM
31
Zacks Investment Management
Illinois
$436K -$95.9K -4,082 -18%
Charles Schwab
32
Charles Schwab
California
$417K -$19.5K -830 -4%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$414K +$18.8K +800 +5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$406K -$9.26K -394 -2%
MAM
35
Martingale Asset Management
Massachusetts
$338K -$364K -15,502 -52%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$272K
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$234K -$34.6K -1,471 -13%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$225K
TRCT
39
Tower Research Capital (TRC)
New York
$206K +$167K +7,101 +423%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$190K
JP Morgan Chase
41
JP Morgan Chase
New York
$153K +$329 +14 +0.2%
Deutsche Bank
42
Deutsche Bank
Germany
$131K +$48.3K +2,054 +58%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$126K
KC
44
Kepos Capital
New York
$118K +$118K +5,020 New
AIG
45
American International Group
New York
$107K -$2.42K -103 -2%
Barclays
46
Barclays
United Kingdom
$81K -$16.3K -695 -17%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$39.7K +$33.1K +1,407 +490%
Osaic Holdings
48
Osaic Holdings
Arizona
$38K +$7.05K +300 +23%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$35K
PAM
50
Panagora Asset Management
Massachusetts
$20K

RGCO Hedge Fund Activity: Q3 2020 in Review

61 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q3 2020, worth a combined $77M — down 5.1% from $81.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RGCO and 5 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 14 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.37M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $1.93M.

  • 61 institutional investors held RGC Resources (RGCO) as of Q3 2020, down from 66 in Q2 2020.
  • Funds reported $77M of RGC Resources stock for Q3 2020, down 5.1% quarter-over-quarter.
  • 5 funds opened new RGC Resources positions in Q3 2020 and 10 closed out, a net change of -5 holders.
  • The largest RGC Resources buyer in Q3 2020 was T. Rowe Price Associates, an estimated $1.37M added.
  • The largest RGC Resources seller in Q3 2020 was Dalton, Greiner, Hartman, Maher & Co, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2020.