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RGC Resources
RGCO

51 hedge funds and large institutions have $74.9M invested in RGC Resources in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $75.4M → $74.9M (-$516K)

0.94% less ownership

Funds ownership: 39.98% → 39.04% (-0.94%)

7% less funds holding

Funds holding: 55 → 51 (-4)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$565K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$412K
3
Millennium Management
Millennium Management
New York
+$241K
4
LPL Financial
LPL Financial
California
+$218K
5
Ameriprise
Ameriprise
Minnesota
+$216K

Top Sellers

Rank Fund Capital Flow
1
TTWM
TCV Trust & Wealth Management
Virginia
-$1.18M
2
E
Ergoteles
New York
-$309K
3
Renaissance Technologies
Renaissance Technologies
New York
-$308K
4
Bank of America
Bank of America
North Carolina
-$287K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$476K +$218K +9,804 +90%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$472K – – –
HAI
28
Hennessy Advisors Inc
California
$466K -$44.6K -2,000 -9%
Bank of America
29
Bank of America
North Carolina
$457K -$287K -12,886 -39%
State Street
30
State Street
Massachusetts
$442K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$439K -$30.9K -1,385 -7%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$425K +$412K +18,482 New
Northern Trust
33
Northern Trust
Illinois
$409K +$37.1K +1,666 +10%
Boston Partners
34
Boston Partners
Massachusetts
$276K -$144K -6,444 -35%
Millennium Management
35
Millennium Management
New York
$248K +$241K +10,798 New
BAM
36
Belpointe Asset Management
Nevada
$177K +$27.8K +1,246 +19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$154K +$140K +6,297 +1,563%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$124K – – –
SWM
39
Selective Wealth Management
Virginia
$104K -$2.23K -100 -2%
Wells Fargo
40
Wells Fargo
California
$59K -$22.3K -1,000 -28%
FQ
41
First Quadrant
California
$58K – – –
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$45K +$43.6K +1,956 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$35K – – –
Optiver Holding
44
Optiver Holding
Netherlands
$22K – – –
GWM
45
Geneos Wealth Management
Colorado
$12K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$11K -$108K -4,829 -91%
SIC
47
Salem Investment Counselors
North Carolina
$7K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$5.25K +$45 +2 +0.9%
ACM
49
Aquatic Capital Management
Illinois
$2K +$2.23K +100 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1K – – –
1
2
3

RGCO Hedge Fund Activity: Q4 2021 in Review

51 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q4 2021, worth a combined $74.9M — down 0.69% from $75.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RGCO and 4 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $565K. The largest seller was TCV Trust & Wealth Management, exiting entirely with an estimated $1.18M sold.

  • 51 institutional investors held RGC Resources (RGCO) as of Q4 2021, down from 55 in Q3 2021.
  • Funds reported $74.9M of RGC Resources stock for Q4 2021, down 0.69% quarter-over-quarter.
  • 4 funds opened new RGC Resources positions in Q4 2021 and 8 closed out, a net change of -4 holders.
  • The largest RGC Resources buyer in Q4 2021 was CAPTRUST Financial Advisors, an estimated $565K added.
  • The largest RGC Resources seller in Q4 2021 was TCV Trust & Wealth Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2021.