RGC Resources
RGCO
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.
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: 73 → 71 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$320K |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$255K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$232K |
| 4 |
Goldman Sachs
New York
|
+$114K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$751K |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$242K |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$225K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$223K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.12K | -94 | Closed |
|
|
C
77
Covestor
London,
United Kingdom
| – | -$1K | -25 | 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.