We are live on ! Find out more
RGCO icon

RGC Resources

67 hedge funds and large institutions have $74.2M invested in RGC Resources in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

0% less capital invested

Capital invested by funds: $74.2M → $74.2M (-$13.4K)

0.3% less ownership

Funds ownership: 36.38%36.09% (-0.3%)

6% less funds holding

Funds holding: 7167 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
24
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.86M +$81.2K +4,202 +1%
BlackRock
2
BlackRock
New York
$8.64M -$429K -22,214 -5%
Ameriprise
3
Ameriprise
Minnesota
$7.51M +$346K +17,878 +5%
GI
4
GAMCO Investors
Connecticut
$7.28M +$433K +22,400 +7%
GF
5
Gabelli Funds
New York
$3.9M +$465K +24,055 +14%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$3.67M +$709K +36,685 +25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.64M +$226K +11,670 +7%
AA
8
Ancora Advisors
Ohio
$3.46M -$3.71K -192 -0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.54M
CCB
10
Cutter & Co Brokerage
Missouri
$2.47M -$27.9K -1,446 -1%
State Street
11
State Street
Massachusetts
$2.11M +$258K +13,341 +15%
UBS Group
12
UBS Group
Switzerland
$1.98M -$164K -8,476 -8%
NSIM
13
North Star Investment Management
Illinois
$1.86M
TA
14
Teton Advisors
New York
$1.76M +$19.3K +1,000 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.71M -$43K -2,223 -3%
Northern Trust
16
Northern Trust
Illinois
$1.38M +$25.6K +1,326 +2%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.04M -$193 -10 -0%
FC
18
FCA Corp
Texas
$878K +$3.25K +168 +0.4%
Renaissance Technologies
19
Renaissance Technologies
New York
$867K -$13.5K -700 -2%
SFG
20
Summit Financial Group
West Virginia
$810K
Morgan Stanley
21
Morgan Stanley
New York
$781K -$784K -40,587 -51%
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$691K -$49K -2,537 -7%
Bank of America
23
Bank of America
North Carolina
$590K -$19.6K -1,013 -3%
BCM
24
Bridgeway Capital Management
Texas
$522K
Cerity Partners
25
Cerity Partners
New York
$506K +$8.43K +436 +2%

RGCO Hedge Fund Activity: Q1 2024 in Review

67 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q1 2024, worth a combined $74.2M — down 0.02% from $74.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RGCO and 1 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Russell Investments Group, adding an estimated $709K. The largest seller was Morgan Stanley, cutting an estimated $784K.

  • 67 institutional investors held RGC Resources (RGCO) as of Q1 2024, down from 71 in Q4 2023.
  • Funds reported $74.2M of RGC Resources stock for Q1 2024, down 0.02% quarter-over-quarter.
  • 1 fund opened new RGC Resources positions in Q1 2024 and 5 closed out, a net change of -4 holders.
  • The largest RGC Resources buyer in Q1 2024 was Russell Investments Group, an estimated $709K added.
  • The largest RGC Resources seller in Q1 2024 was Morgan Stanley, an estimated $784K sold.

Based on aggregated 13F filings for Q1 2024.