RGC Resources
RGCO
71 hedge funds and large institutions have $74.2M invested in RGC Resources in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
21% more capital invested
Capital invested by funds: $61.3M → $74.2M (+$12.9M)
6% more funds holding
Funds holding: 67 → 71 (+4)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
0.95% more ownership
Funds ownership: 35.43% → 36.38% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$1.62M |
| 2 |
Morgan Stanley
New York
|
+$883K |
| 3 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
+$745K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$681K |
| 5 |
BlackRock
New York
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.64M |
| 2 |
3IP
3Chopt Investment Partners
Richmond,
Virginia
|
-$351K |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
-$290K |
| 4 |
WAM
Watershed Asset Management
San Francisco,
California
|
-$252K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$162 | +9 | New |
|
RGCO Hedge Fund Activity: Q4 2023 in Review
71 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q4 2023, worth a combined $74.2M — up 21% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RGCO positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was GAMCO Investors, adding an estimated $1.62M. The largest seller was Vanguard Group, cutting an estimated $2.64M.
- 71 institutional investors held RGC Resources (RGCO) as of Q4 2023, up from 67 in Q3 2023.
- Funds reported $74.2M of RGC Resources stock for Q4 2023, up 21% quarter-over-quarter.
- 10 funds opened new RGC Resources positions in Q4 2023 and 6 closed out, a net change of +4 holders.
- The largest RGC Resources buyer in Q4 2023 was GAMCO Investors, an estimated $1.62M added.
- The largest RGC Resources seller in Q4 2023 was Vanguard Group, an estimated $2.64M sold.
Based on aggregated 13F filings for Q4 2023.