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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
+$1.62M
2
Morgan Stanley
Morgan Stanley
New York
+$883K
3
CCB
Cutter & Co Brokerage
Missouri
+$745K
4
AA
Ancora Advisors
Ohio
+$681K
5
BlackRock
BlackRock
New York
+$592K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.64M
2
3IP
3Chopt Investment Partners
Virginia
-$351K
3
QC
Quadrature Capital
United Kingdom
-$290K
4
WAM
Watershed Asset Management
California
-$252K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.13M +$592K +32,924 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.82M -$2.64M -146,727 -25%
Ameriprise
3
Ameriprise
Minnesota
$7.18M +$74.2K +4,129 +1%
GI
4
GAMCO Investors
Connecticut
$6.86M +$1.62M +90,000 +36%
AA
5
Ancora Advisors
Ohio
$3.48M +$681K +37,900 +28%
GF
6
Gabelli Funds
New York
$3.43M +$68.3K +3,800 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.42M +$112K +6,219 +4%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$2.95M -$212K -11,774 -8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.55M -$49.3K -2,741 -2%
CCB
10
Cutter & Co Brokerage
Missouri
$2.51M +$745K +41,421 +51%
UBS Group
11
UBS Group
Switzerland
$2.16M +$93.4K +5,195 +5%
NSIM
12
North Star Investment Management
Illinois
$1.87M -$6.65K -370 -0.4%
State Street
13
State Street
Massachusetts
$1.85M +$25K +1,390 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.76M +$508K +28,229 +48%
TA
15
Teton Advisors
New York
$1.75M – – –
Morgan Stanley
16
Morgan Stanley
New York
$1.61M +$883K +49,140 +164%
Northern Trust
17
Northern Trust
Illinois
$1.36M +$5.54K +308 +0.5%
TTWM
18
TCV Trust & Wealth Management
Virginia
$1.04M -$16.9K -938 -2%
Renaissance Technologies
19
Renaissance Technologies
New York
$885K -$57.5K -3,200 -7%
FC
20
FCA Corp
Texas
$879K +$18.1K +1,009 +2%
SFG
21
Summit Financial Group
West Virginia
$814K – – –
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$746K -$46.8K -2,601 -7%
Bank of America
23
Bank of America
North Carolina
$613K +$38.5K +2,143 +8%
BCM
24
Bridgeway Capital Management
Texas
$525K – – –
Cerity Partners
25
Cerity Partners
New York
$500K – – –
1
2 3 4

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.