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RGC Resources
RGCO

73 hedge funds and large institutions have $87M invested in RGC Resources in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

39% more call options, than puts

Call options by funds: $32K | Put options by funds: $23K

15% more capital invested

Capital invested by funds: $75.6M → $87M (+$11.5M)

11% more funds holding

Funds holding: 66 → 73 (+7)

1.44% more ownership

Funds ownership: 36.3% → 37.73% (+1.4%)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
13
Closed
1
Calls
$32K
Puts
$23K
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$791K
2
CCB
Cutter & Co Brokerage
Missouri
+$448K
3
Goldman Sachs
Goldman Sachs
New York
+$352K
4
BlackRock
BlackRock
New York
+$307K
5
Morgan Stanley
Morgan Stanley
New York
+$247K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$301K
2
Bank of America
Bank of America
North Carolina
-$219K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$124K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$83.6K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10M +$155K +7,416 +2%
BlackRock
2
BlackRock
New York
$9.76M +$307K +14,730 +4%
GI
3
GAMCO Investors
Connecticut
$8.88M +$234K +11,200 +3%
Ameriprise
4
Ameriprise
Minnesota
$8.72M +$86K +4,120 +1%
GF
5
Gabelli Funds
New York
$5.15M +$83.5K +4,000 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.43M +$161K +7,701 +4%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$4.32M +$791K +37,896 +25%
AA
8
Ancora Advisors
Ohio
$3.78M -$26.7K -1,280 -0.8%
CCB
9
Cutter & Co Brokerage
Missouri
$3.11M +$448K +21,489 +18%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.63M -$83.6K -4,009 -3%
State Street
11
State Street
Massachusetts
$2.37M +$12.4K +592 +0.6%
TA
12
Teton Advisors
New York
$2.13M +$90.1K +4,320 +5%
NSIM
13
North Star Investment Management
Illinois
$2.08M – – –
UBS Group
14
UBS Group
Switzerland
$1.92M +$11.2K +535 +0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.77M -$124K -5,920 -7%
Northern Trust
16
Northern Trust
Illinois
$1.57M +$60.6K +2,905 +4%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.13M – – –
Morgan Stanley
18
Morgan Stanley
New York
$1.07M +$247K +11,835 +33%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.03M +$48K +2,300 +5%
FC
20
FCA Corp
Texas
$982K -$4.34K -208 -0.5%
BHBT
21
Burke & Herbert Bank & Trust
Virginia
$903K – – –
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$751K -$2.09K -100 -0.3%
Boston Partners
23
Boston Partners
Massachusetts
$618K +$12.4K +592 +2%
N
24
Nuveen
North Carolina
$591K – – –
Cerity Partners
25
Cerity Partners
New York
$590K +$24.2K +1,161 +5%
1
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RGCO Hedge Fund Activity: Q3 2024 in Review

73 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in RGC Resources (RGCO) for Q3 2024, worth a combined $87M — up 15% from $75.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RGCO positions and 1 closed out — a net gain of 7 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $791K. The largest seller was Invesco, exiting entirely with an estimated $301K sold.

  • 73 institutional investors held RGC Resources (RGCO) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $87M of RGC Resources stock for Q3 2024, up 15% quarter-over-quarter.
  • 8 funds opened new RGC Resources positions in Q3 2024 and 1 closed out, a net change of +7 holders.
  • The largest RGC Resources buyer in Q3 2024 was Russell Investments Group, an estimated $791K added.
  • The largest RGC Resources seller in Q3 2024 was Invesco, an estimated $301K sold.

Based on aggregated 13F filings for Q3 2024.