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RGC Resources
RGCO

71 hedge funds and large institutions have $74.2M invested in RGC Resources in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $61.3M → $74.2M (+$12.9M)

6% more funds holding

Funds holding: 67 → 71 (+4)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.95% more ownership

Funds ownership: 35.43% → 36.38% (+0.95%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
+$1.62M
2
Morgan Stanley
Morgan Stanley
New York
+$883K
3
CCB
Cutter & Co Brokerage
Missouri
+$745K
4
AA
Ancora Advisors
Ohio
+$681K
5
BlackRock
BlackRock
New York
+$592K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.64M
2
3IP
3Chopt Investment Partners
Virginia
-$351K
3
QC
Quadrature Capital
United Kingdom
-$290K
4
WAM
Watershed Asset Management
California
-$252K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$451K – – –
HAI
27
Hennessy Advisors Inc
California
$349K – – –
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$344K +$16.2K +900 +6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$341K +$3.6K +200 +1%
BIM
30
Baldwin Investment Management
Pennsylvania
$336K -$62.9K -3,500 -18%
BAM
31
Belpointe Asset Management
Nevada
$291K +$2.28K +127 +0.9%
3IP
32
3Chopt Investment Partners
Virginia
$288K -$351K -19,537 -58%
N
33
Nuveen
North Carolina
$245K +$18.2K +1,014 +9%
Boston Partners
34
Boston Partners
Massachusetts
$233K -$163K -9,079 -44%
Barclays
35
Barclays
United Kingdom
$225K +$172K +9,546 +629%
Creative Planning
36
Creative Planning
Kansas
$214K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$213K +$95.1K +5,288 +102%
FIM
38
Fruth Investment Management
Texas
$211K +$187K +10,400 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$207K +$182K +10,141 New
KP
40
Keel Point
Alabama
$203K +$180K +10,000 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$174K +$2.23K +124 +1%
Wells Fargo
42
Wells Fargo
California
$149K -$23K -1,279 -15%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$140K +$77.9K +4,332 +168%
Deutsche Bank
44
Deutsche Bank
Germany
$116K +$102K +5,683 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$110K – – –
NA
46
NewEdge Advisors
Louisiana
$109K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$95K -$252 -14 -0.3%
MIM
48
MetLife Investment Management
New Jersey
$85.8K – – –
AIG
49
American International Group
New York
$81K -$288 -16 -0.4%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$50.4K -$19.4K -1,077 -30%
1
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RGCO Hedge Fund Activity: Q4 2023 in Review

71 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q4 2023, worth a combined $74.2M — up 21% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RGCO positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $1.62M. The largest seller was Vanguard Group, cutting an estimated $2.64M.

  • 71 institutional investors held RGC Resources (RGCO) as of Q4 2023, up from 67 in Q3 2023.
  • Funds reported $74.2M of RGC Resources stock for Q4 2023, up 21% quarter-over-quarter.
  • 10 funds opened new RGC Resources positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest RGC Resources buyer in Q4 2023 was GAMCO Investors, an estimated $1.62M added.
  • The largest RGC Resources seller in Q4 2023 was Vanguard Group, an estimated $2.64M sold.

Based on aggregated 13F filings for Q4 2023.