RGC Resources
RGCO
51 hedge funds and large institutions have $74.9M invested in RGC Resources in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.
1% less capital invested
Capital invested by funds: $75.4M → $74.9M (-$516K)
0.94% less ownership
Funds ownership: 39.98% → 39.04% (-0.94%)
7% less funds holding
Funds holding: 55 → 51 (-4)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$565K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$412K |
| 3 |
Millennium Management
New York
|
+$241K |
| 4 |
LPL Financial
San Diego,
California
|
+$218K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$1.18M |
| 2 |
E
Ergoteles
New York
|
-$309K |
| 3 |
Renaissance Technologies
New York
|
-$308K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$287K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIM
51
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $499 | – | – | – |
|
|
TTWM
52
TCV Trust & Wealth Management
Richmond,
Virginia
| – | -$1.18M | -52,513 | Closed |
|
|
KC
53
Kepos Capital
New York
| – | -$230K | -10,208 | Closed |
|
54
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$216K | -9,600 | Closed |
|
55
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$63 | -2,800 | Closed |
|
56
Barclays
London,
United Kingdom
| – | -$22K | -997 | Closed |
|
|
AF
57
Allworth Financial
Folsom,
California
| – | -$20K | -900 | Closed |
|
|
EI
58
Ellevest Inc
New York
| – | -$2K | -76 | Closed |
|
|
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$1K | -1 | Closed |
|
RGCO Hedge Fund Activity: Q4 2021 in Review
51 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q4 2021, worth a combined $74.9M — down 0.69% from $75.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of RGCO and 4 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 14 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $565K. The largest seller was TCV Trust & Wealth Management, exiting entirely with an estimated $1.18M sold.
- 51 institutional investors held RGC Resources (RGCO) as of Q4 2021, down from 55 in Q3 2021.
- Funds reported $74.9M of RGC Resources stock for Q4 2021, down 0.69% quarter-over-quarter.
- 4 funds opened new RGC Resources positions in Q4 2021 and 8 closed out, a net change of -4 holders.
- The largest RGC Resources buyer in Q4 2021 was CAPTRUST Financial Advisors, an estimated $565K added.
- The largest RGC Resources seller in Q4 2021 was TCV Trust & Wealth Management, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2021.