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RGC Resources
RGCO

73 hedge funds and large institutions have $87M invested in RGC Resources in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

39% more call options, than puts

Call options by funds: $32K | Put options by funds: $23K

15% more capital invested

Capital invested by funds: $75.6M → $87M (+$11.5M)

11% more funds holding

Funds holding: 66 → 73 (+7)

1.44% more ownership

Funds ownership: 36.3% → 37.73% (+1.4%)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
13
Closed
1
Calls
$32K
Puts
$23K
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$791K
2
CCB
Cutter & Co Brokerage
Missouri
+$448K
3
Goldman Sachs
Goldman Sachs
New York
+$352K
4
BlackRock
BlackRock
New York
+$307K
5
Morgan Stanley
Morgan Stanley
New York
+$247K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$301K
2
Bank of America
Bank of America
North Carolina
-$219K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$124K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$83.6K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$582K – – –
Charles Schwab
27
Charles Schwab
California
$533K – – –
Goldman Sachs
28
Goldman Sachs
New York
$381K +$352K +16,881 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$363K +$2.73K +131 +0.8%
HAI
30
Hennessy Advisors Inc
California
$353K – – –
Bank of America
31
Bank of America
North Carolina
$344K -$219K -10,512 -41%
BAM
32
Belpointe Asset Management
Nevada
$332K +$2K +96 +0.7%
JP Morgan Chase
33
JP Morgan Chase
New York
$332K +$223K +10,697 +268%
FIM
34
Fruth Investment Management
Texas
$295K +$25K +1,198 +10%
Barclays
35
Barclays
United Kingdom
$247K +$164K +7,879 +257%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$244K +$1.96K +94 +0.9%
Creative Planning
37
Creative Planning
Kansas
$238K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$237K +$24.2K +1,162 +12%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$223K +$207K +9,898 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$218K +$201K +9,637 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$205K -$71K -3,402 -27%
Wells Fargo
42
Wells Fargo
California
$196K +$3.4K +163 +2%
Citadel Advisors
43
Citadel Advisors
Florida
$196K +$181K +8,662 New
Citigroup
44
Citigroup
New York
$145K +$89.7K +4,301 +201%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$122K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$121K +$6.7K +321 +6%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$105K – – –
MIM
48
MetLife Investment Management
New Jersey
$105K – – –
NA
49
NewEdge Advisors
Louisiana
$103K -$16.7K -800 -15%
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$102K -$7.95K -381 -8%
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RGCO Hedge Fund Activity: Q3 2024 in Review

73 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q3 2024, worth a combined $87M — up 15% from $75.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RGCO positions and 1 closed out — a net gain of 7 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $791K. The largest seller was Invesco, exiting entirely with an estimated $301K sold.

  • 73 institutional investors held RGC Resources (RGCO) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $87M of RGC Resources stock for Q3 2024, up 15% quarter-over-quarter.
  • 8 funds opened new RGC Resources positions in Q3 2024 and 1 closed out, a net change of +7 holders.
  • The largest RGC Resources buyer in Q3 2024 was Russell Investments Group, an estimated $791K added.
  • The largest RGC Resources seller in Q3 2024 was Invesco, an estimated $301K sold.

Based on aggregated 13F filings for Q3 2024.