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RGC Resources
RGCO

Overview Fund Activity

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
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.04%
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

1
GI
1
GAMCO Investors
Connecticut
$6.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.61M
3
CCB
3
Cutter & Co Brokerage
Missouri
$2.51M
4
AA
4
Ancora Advisors
Ohio
$3.48M
5
BlackRock
5
BlackRock
New York
$9.13M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.82M
2
3IP
2
3Chopt Investment Partners
Virginia
$288K
3
QC
3
Quadrature Capital
United Kingdom
$0
4
WAM
4
Watershed Asset Management
California
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$451K – – –
HAI
27
Hennessy Advisors Inc
California
$349K – – –
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$344K +$18.3K +900 +6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$341K +$4.07K +200 +1%
BIM
30
Baldwin Investment Management
Pennsylvania
$336K -$71.2K -3,500 -18%
BAM
31
Belpointe Asset Management
Nevada
$291K +$2.58K +127 +0.9%
3IP
32
3Chopt Investment Partners
Virginia
$288K -$397K -19,537 -58%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$245K +$20.6K +1,014 +9%
Boston Partners
34
Boston Partners
Massachusetts
$233K -$185K -9,079 -44%
Barclays
35
Barclays
United Kingdom
$225K +$194K +9,546 +629%
Creative Planning
36
Creative Planning
Kansas
$214K – – –
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$213K +$108K +5,288 +102%
FIM
38
Fruth Investment Management
Texas
$211K +$211K +10,400 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$207K +$207K +10,141 New
KP
40
Keel Point
Alabama
$203K +$203K +10,000 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$174K +$2.52K +124 +1%
Wells Fargo
42
Wells Fargo
California
$149K -$26K -1,279 -15%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$140K +$87.8K +4,332 +168%
Deutsche Bank
44
Deutsche Bank
Germany
$116K +$116K +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 -$285 -14 -0.3%
MIM
48
MetLife Investment Management
New Jersey
$85.8K – – –
AIG
49
American International Group
New York
$81K -$325 -16 -0.4%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$50.4K -$21.9K -1,077 -30%
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