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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
CF
51
Corebridge Financial
Texas
$99.6K -$563 -27 -0.6%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$49.7K +$6.49K +311 +16%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$38.4K – – –
FUBT
54
First United Bank & Trust
Maryland
$21K – – –
PS
55
Principal Securities
Iowa
$19.4K -$1.02K -49 -5%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$18.5K -$1.79K -86 -9%
Legal & General Group
57
Legal & General Group
United Kingdom
$17.3K – – –
US Bancorp
58
US Bancorp
Minnesota
$17.2K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$14.9K – – –
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$13.5K – – –
GWM
61
Geneos Wealth Management
Colorado
$12.1K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$10K +$4.59K +220 +106%
TRCT
63
Tower Research Capital (TRC)
New York
$7.31K -$41.1K -1,970 -86%
AAP
64
Arax Advisory Partners
Colorado
$7.16K – – –
AB
65
Amalgamated Bank
New York
$6K – – –
SIC
66
Salem Investment Counselors
North Carolina
$4.31K – – –
GI
67
GAMMA Investing
California
$2.87K – – –
CPA
68
Capital Performance Advisors
California
$2.66K +$2.46K +118 New
NMM
69
Naples Money Management
Florida
$2.46K +$21 +1 +0.9%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2.12K +$1.96K +94 New
Comerica Bank
71
Comerica Bank
Texas
$1.46K – – –
C
72
Covestor
United Kingdom
$1K +$522 +25 New
SCM
73
Sterling Capital Management
North Carolina
$587 +$542 +26 New
Invesco
74
Invesco
Georgia
– -$301K -14,718 Closed
1 2
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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.