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RGC Resources
RGCO

66 hedge funds and large institutions have $75.6M invested in RGC Resources in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $74.2M → $75.6M (+$1.35M)

0.21% more ownership

Funds ownership: 36.09% → 36.3% (+0.21%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1% less funds holding

Funds holding: 67 → 66 (-1)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHBT
Burke & Herbert Bank & Trust
Virginia
+$816K
2
GF
Gabelli Funds
New York
+$645K
3
GI
GAMCO Investors
Connecticut
+$459K
4
Boston Partners
Boston Partners
Massachusetts
+$313K
5
Invesco
Invesco
Georgia
+$300K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$569K
2
UBS Group
UBS Group
Switzerland
-$267K
3
JP Morgan Chase
JP Morgan Chase
New York
-$249K
4
KP
Keel Point
Alabama
-$202K
5
BlackRock
BlackRock
New York
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.95M -$3.98K -195 -0%
BlackRock
2
BlackRock
New York
$8.54M -$183K -8,981 -2%
Ameriprise
3
Ameriprise
Minnesota
$7.82M +$231K +11,329 +3%
GI
4
GAMCO Investors
Connecticut
$7.82M +$459K +22,500 +6%
GF
5
Gabelli Funds
New York
$4.59M +$645K +31,651 +16%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.86M +$180K +8,814 +5%
AA
7
Ancora Advisors
Ohio
$3.45M -$45.2K -2,215 -1%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$3.14M -$569K -27,914 -15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.47M -$97.2K -4,768 -4%
CCB
10
Cutter & Co Brokerage
Missouri
$2.38M -$111K -5,421 -4%
State Street
11
State Street
Massachusetts
$2.13M +$1.61K +79 +0.1%
NSIM
12
North Star Investment Management
Illinois
$1.88M – – –
TA
13
Teton Advisors
New York
$1.84M +$61.2K +3,000 +3%
UBS Group
14
UBS Group
Switzerland
$1.73M -$267K -13,108 -13%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.73M +$958 +47 +0.1%
Northern Trust
16
Northern Trust
Illinois
$1.37M -$26K -1,274 -2%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.03M -$21.7K -1,062 -2%
FC
18
FCA Corp
Texas
$894K +$6.83K +335 +0.8%
Renaissance Technologies
19
Renaissance Technologies
New York
$888K +$12.2K +600 +1%
BHBT
20
Burke & Herbert Bank & Trust
Virginia
$819K +$816K +40,025 New
Morgan Stanley
21
Morgan Stanley
New York
$729K -$60K -2,942 -8%
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$683K -$15.3K -750 -2%
Boston Partners
23
Boston Partners
Massachusetts
$548K +$313K +15,330 +134%
N
24
Nuveen
North Carolina
$536K +$288K +14,140 +117%
BCM
25
Bridgeway Capital Management
Texas
$528K – – –
1
2 3

RGCO Hedge Fund Activity: Q2 2024 in Review

66 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q2 2024, worth a combined $75.6M — up 1.8% from $74.2M a quarter earlier.

Fund positioning in RGCO was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 21 trimmed.

The largest buyer was Burke & Herbert Bank & Trust, opening a new position worth an estimated $816K. The largest seller was Russell Investments Group, cutting an estimated $569K.

  • 66 institutional investors held RGC Resources (RGCO) as of Q2 2024, down from 67 in Q1 2024.
  • Funds reported $75.6M of RGC Resources stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 5 funds opened new RGC Resources positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest RGC Resources buyer in Q2 2024 was Burke & Herbert Bank & Trust, an estimated $816K added.
  • The largest RGC Resources seller in Q2 2024 was Russell Investments Group, an estimated $569K sold.

Based on aggregated 13F filings for Q2 2024.