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RGC Resources

67 hedge funds and large institutions have $74.2M invested in RGC Resources in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

0% less capital invested

Capital invested by funds: $74.2M → $74.2M (-$13.4K)

0.3% less ownership

Funds ownership: 36.38%36.09% (-0.3%)

6% less funds holding

Funds holding: 7167 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
24
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$21K +$7.21K +373 +56%
PS
52
Principal Securities
Iowa
$19.8K -$657 -34 -3%
FUBT
53
First United Bank & Trust
Maryland
$18.8K
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$16.5K -$9.72K -503 -38%
Legal & General Group
55
Legal & General Group
United Kingdom
$15.5K
US Bancorp
56
US Bancorp
Minnesota
$15.5K
AIP
57
Ameritas Investment Partners
Nebraska
$13.4K
GWM
58
Geneos Wealth Management
Colorado
$10.8K
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$8.85K
AB
60
Amalgamated Bank
New York
$5K -$8.72K -451 -63%
SIC
61
Salem Investment Counselors
North Carolina
$3.87K
TRCT
62
Tower Research Capital (TRC)
New York
$3.81K -$5.1K -264 -58%
GI
63
GAMMA Investing
California
$2.57K
NMM
64
Naples Money Management
Florida
$2.19K +$618 +32 +42%
Comerica Bank
65
Comerica Bank
Texas
$1.22K -$213 -11 -15%
QCG
66
Quadrant Capital Group
Ohio
$1.13K +$1.08K +56 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1K +$483 +25 +278%
BIM
68
Baldwin Investment Management
Pennsylvania
-$336K -16,500 Closed
3IP
69
3Chopt Investment Partners
Virginia
-$288K -14,145 Closed
Osaic Holdings
70
Osaic Holdings
Arizona
-$14.7K -720 Closed
Allspring Global Investments
71
Allspring Global Investments
North Carolina
-$12.3K -604 Closed
BCMLT
72
Beacon Capital Management LLC (Tennessee)
Tennessee
-$8.56K -495 Closed

RGCO Hedge Fund Activity: Q1 2024 in Review

67 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q1 2024, worth a combined $74.2M — down 0.02% from $74.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RGCO and 1 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Russell Investments Group, adding an estimated $709K. The largest seller was Morgan Stanley, cutting an estimated $784K.

  • 67 institutional investors held RGC Resources (RGCO) as of Q1 2024, down from 71 in Q4 2023.
  • Funds reported $74.2M of RGC Resources stock for Q1 2024, down 0.02% quarter-over-quarter.
  • 1 fund opened new RGC Resources positions in Q1 2024 and 5 closed out, a net change of -4 holders.
  • The largest RGC Resources buyer in Q1 2024 was Russell Investments Group, an estimated $709K added.
  • The largest RGC Resources seller in Q1 2024 was Morgan Stanley, an estimated $784K sold.

Based on aggregated 13F filings for Q1 2024.