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RGC Resources
RGCO

66 hedge funds and large institutions have $75.6M invested in RGC Resources in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $74.2M → $75.6M (+$1.35M)

0.21% more ownership

Funds ownership: 36.09% → 36.3% (+0.21%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1% less funds holding

Funds holding: 67 → 66 (-1)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHBT
Burke & Herbert Bank & Trust
Virginia
+$816K
2
GF
Gabelli Funds
New York
+$645K
3
GI
GAMCO Investors
Connecticut
+$459K
4
Boston Partners
Boston Partners
Massachusetts
+$313K
5
Invesco
Invesco
Georgia
+$300K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$569K
2
UBS Group
UBS Group
Switzerland
-$267K
3
JP Morgan Chase
JP Morgan Chase
New York
-$249K
4
KP
Keel Point
Alabama
-$202K
5
BlackRock
BlackRock
New York
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$527K -$69K -3,385 -12%
Cerity Partners
27
Cerity Partners
New York
$511K -$551 -27 -0.1%
Charles Schwab
28
Charles Schwab
California
$483K +$29.2K +1,432 +6%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$326K -$551 -27 -0.2%
HAI
30
Hennessy Advisors Inc
California
$320K – – –
Invesco
31
Invesco
Georgia
$301K +$300K +14,718 New
BAM
32
Belpointe Asset Management
Nevada
$299K +$2.1K +103 +0.7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$255K -$32.6K -1,600 -11%
FIM
34
Fruth Investment Management
Texas
$243K +$20.4K +1,002 +9%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$219K – – –
Creative Planning
36
Creative Planning
Kansas
$215K – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$191K +$10.1K +497 +6%
Wells Fargo
38
Wells Fargo
California
$174K +$15.6K +766 +10%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$111K +$530 +26 +0.5%
NA
40
NewEdge Advisors
Louisiana
$110K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$104K +$12.1K +593 +13%
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$99.8K +$99.5K +4,881 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$95.5K – – –
MIM
44
MetLife Investment Management
New Jersey
$95.2K +$8.91K +437 +10%
CF
45
Corebridge Financial
Texas
$90.8K +$90.6K +4,441 New
JP Morgan Chase
46
JP Morgan Chase
New York
$81.8K -$249K -12,200 -75%
Barclays
47
Barclays
United Kingdom
$62.6K -$56.1K -2,749 -47%
TRCT
48
Tower Research Capital (TRC)
New York
$46.9K +$42.9K +2,106 +1,120%
Citigroup
49
Citigroup
New York
$43.8K +$7.79K +382 +22%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$38.7K -$43.2K -2,120 -53%
1
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RGCO Hedge Fund Activity: Q2 2024 in Review

66 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q2 2024, worth a combined $75.6M — up 1.8% from $74.2M a quarter earlier.

Fund positioning in RGCO was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 21 trimmed.

The largest buyer was Burke & Herbert Bank & Trust, opening a new position worth an estimated $816K. The largest seller was Russell Investments Group, cutting an estimated $569K.

  • 66 institutional investors held RGC Resources (RGCO) as of Q2 2024, down from 67 in Q1 2024.
  • Funds reported $75.6M of RGC Resources stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 5 funds opened new RGC Resources positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest RGC Resources buyer in Q2 2024 was Burke & Herbert Bank & Trust, an estimated $816K added.
  • The largest RGC Resources seller in Q2 2024 was Russell Investments Group, an estimated $569K sold.

Based on aggregated 13F filings for Q2 2024.