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RGC Resources
RGCO

67 hedge funds and large institutions have $72.5M invested in RGC Resources in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6% more funds holding

Funds holding: 63 → 67 (+4)

2.01% more ownership

Funds ownership: 34.44% → 36.45% (+2%)

8% less capital invested

Capital invested by funds: $79.1M → $72.5M (-$6.57M)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
26
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.74M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.75M
3
Ameriprise
Ameriprise
Minnesota
+$1.48M
4
State Street
State Street
Massachusetts
+$1.31M
5
AA
Ancora Advisors
Ohio
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$7.81M
2
SM
Scoggin Management
New York
-$1.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.32M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$617K
5
Goldman Sachs
Goldman Sachs
New York
-$550K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$552K -$92.5K -4,490 -14%
BCM
27
Bridgeway Capital Management
Texas
$517K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$494K +$1.03K +50 +0.2%
Cerity Partners
29
Cerity Partners
New York
$492K – – –
Citadel Advisors
30
Citadel Advisors
Florida
$455K +$117K +5,662 +33%
Charles Schwab
31
Charles Schwab
California
$445K +$457K +22,196 New
Boston Partners
32
Boston Partners
Massachusetts
$411K +$104K +5,047 +33%
BIM
33
Baldwin Investment Management
Pennsylvania
$401K – – –
HAI
34
Hennessy Advisors Inc
California
$344K -$10.3K -500 -3%
Squarepoint
35
Squarepoint
New York
$323K +$332K +16,144 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$317K -$23.2K -1,125 -7%
BAM
37
Belpointe Asset Management
Nevada
$275K +$1.77K +86 +0.6%
QC
38
Quadrature Capital
United Kingdom
$241K +$46.4K +2,254 +23%
N
39
Nuveen
North Carolina
$221K +$227K +11,038 New
Creative Planning
40
Creative Planning
Kansas
$210K – – –
LFAS
41
Level Four Advisory Services
Texas
$200K +$206K +10,000 New
Wells Fargo
42
Wells Fargo
California
$200K +$26.8K +1,301 +15%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$160K +$165K +7,996 New
NA
44
NewEdge Advisors
Louisiana
$130K +$133K +6,475 New
JP Morgan Chase
45
JP Morgan Chase
New York
$128K +$8.81K +428 +7%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$108K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$92.1K +$94.7K +4,600 New
MIM
48
MetLife Investment Management
New Jersey
$84.5K +$86.9K +4,218 New
AIG
49
American International Group
New York
$77.2K +$79.4K +3,855 New
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$58.2K +$58K +2,815 +3,128%
1
2
3 4

RGCO Hedge Fund Activity: Q2 2023 in Review

67 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q2 2023, worth a combined $72.5M — down 8.3% from $79.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RGCO positions and 11 closed out — a net gain of 4 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $6.74M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $7.81M.

  • 67 institutional investors held RGC Resources (RGCO) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $72.5M of RGC Resources stock for Q2 2023, down 8.3% quarter-over-quarter.
  • 15 funds opened new RGC Resources positions in Q2 2023 and 11 closed out, a net change of +4 holders.
  • The largest RGC Resources buyer in Q2 2023 was BlackRock, an estimated $6.74M added.
  • The largest RGC Resources seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q2 2023.