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RGC Resources

55 hedge funds and large institutions have $73.2M invested in RGC Resources in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

6% more capital invested

Capital invested by funds: $69.1M → $73.2M (+$4.15M)

4% more funds holding

Funds holding: 5355 (+2)

1.36% more ownership

Funds ownership: 33.61%34.97% (+1.4%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$484K
BIM
27
Baldwin Investment Management
Pennsylvania
$441K
Bank of America
28
Bank of America
North Carolina
$435K +$400 +18 +0.1%
HAI
29
Hennessy Advisors Inc
California
$425K -$22.2K -1,000 -5%
LPL Financial
30
LPL Financial
California
$413K +$2.07K +93 +0.5%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$382K
Northern Trust
32
Northern Trust
Illinois
$370K -$1.38K -62 -0.4%
Boston Partners
33
Boston Partners
Massachusetts
$341K +$33.9K +1,527 +11%
BAM
34
Belpointe Asset Management
Nevada
$299K +$1.71K +77 +0.6%
Creative Planning
35
Creative Planning
Kansas
$232K +$233K +10,500 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$206K +$207K +9,328 New
Citigroup
37
Citigroup
New York
$181K +$125K +5,619 +216%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$174K -$400 -18 -0.2%
Wells Fargo
39
Wells Fargo
California
$172K +$77.8K +3,502 +81%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$119K
IA
41
IFP Advisors
Florida
$87K -$139K -6,264 -66%
Barclays
42
Barclays
United Kingdom
$45.7K +$25K +1,126 +119%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$33.1K
US Bancorp
44
US Bancorp
Minnesota
$30.6K
TRCT
45
Tower Research Capital (TRC)
New York
$27K +$15K +676 +123%
Osaic Holdings
46
Osaic Holdings
Arizona
$21K +$7.33K +330 +53%
Canada Life
47
Canada Life
Manitoba, Canada
$16K +$16.1K +723 New
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.5K +$13.6K +610 New
GWM
49
Geneos Wealth Management
Colorado
$11.8K
MCM
50
Manchester Capital Management
Vermont
$4.41K +$4.45K +200 New

RGCO Hedge Fund Activity: Q4 2022 in Review

55 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q4 2022, worth a combined $73.2M — up 6% from $69.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RGCO positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $2.27M. The largest seller was Millennium Management, exiting entirely with an estimated $317K sold.

  • 55 institutional investors held RGC Resources (RGCO) as of Q4 2022, up from 53 in Q3 2022.
  • Funds reported $73.2M of RGC Resources stock for Q4 2022, up 6% quarter-over-quarter.
  • 8 funds opened new RGC Resources positions in Q4 2022 and 6 closed out, a net change of +2 holders.
  • The largest RGC Resources buyer in Q4 2022 was Russell Investments Group, an estimated $2.27M added.
  • The largest RGC Resources seller in Q4 2022 was Millennium Management, an estimated $317K sold.

Based on aggregated 13F filings for Q4 2022.