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RGC Resources

71 hedge funds and large institutions have $77.5M invested in RGC Resources in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $62K | Put options by funds: $50K

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

0.07% less ownership

Funds ownership: 37.73%37.66% (-0.07%)

3% less funds holding

Funds holding: 7371 (-2)

11% less capital invested

Capital invested by funds: $87M → $77.5M (-$9.51M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
21
Closed
6
Calls
$62K
Puts
$50K
Net Calls
+$12K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$36.5K -$7.88K -380 -17%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$34.1K
TRCT
53
Tower Research Capital (TRC)
New York
$25.6K +$19.7K +951 +294%
FUBT
54
First United Bank & Trust
Maryland
$18.7K
PS
55
Principal Securities
Iowa
$18.4K +$1.22K +59 +7%
Legal & General Group
56
Legal & General Group
United Kingdom
$15.3K
US Bancorp
57
US Bancorp
Minnesota
$15.3K
AIP
58
Ameritas Investment Partners
Nebraska
$13.3K
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$12K
Canada Life
60
Canada Life
Manitoba, Canada
$11K +$11.2K +542 New
GWM
61
Geneos Wealth Management
Colorado
$10.7K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$8.91K -$7.8K -376 -46%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.68K -81 -19%
SCM
64
Sterling Capital Management
North Carolina
$5.62K +$5.27K +254 +977%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$5.21K +$5.39K +260 New
AB
66
Amalgamated Bank
New York
$5K
AAP
67
Arax Advisory Partners
Colorado
$4.19K -$2.24K -108 -34%
SIC
68
Salem Investment Counselors
North Carolina
$3.83K
GI
69
GAMMA Investing
California
$2.99K +$456 +22 +17%
Comerica Bank
70
Comerica Bank
Texas
$1.3K
SS
71
SBI Securities
Japan
$1.04K +$1.08K +52 New
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
-$751K -33,277 Closed
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
-$223K -9,898 Closed
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
-$205K -9,063 Closed
CPA
75
Capital Performance Advisors
California
-$2.66K -118 Closed

RGCO Hedge Fund Activity: Q4 2024 in Review

71 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q4 2024, worth a combined $77.5M — down 11% from $87M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RGCO and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 25 added.

The largest buyer was JP Morgan Chase, adding an estimated $320K. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $751K sold.

  • 71 institutional investors held RGC Resources (RGCO) as of Q4 2024, down from 73 in Q3 2024.
  • Funds reported $77.5M of RGC Resources stock for Q4 2024, down 11% quarter-over-quarter.
  • 5 funds opened new RGC Resources positions in Q4 2024 and 6 closed out, a net change of -1 holder.
  • The largest RGC Resources buyer in Q4 2024 was JP Morgan Chase, an estimated $320K added.
  • The largest RGC Resources seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $751K sold.

Based on aggregated 13F filings for Q4 2024.