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RGC Resources

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.

New
Increased
Maintained
Reduced
Closed

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: 7371 (-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

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
21
Closed
6
Calls
$62K
Puts
$50K
Net Calls
+$12K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.95M +$25.8K +1,243 +0.3%
BlackRock
2
BlackRock
New York
$8.76M +$86K +4,148 +1%
GI
3
GAMCO Investors
Connecticut
$8.14M +$255K +12,300 +3%
Ameriprise
4
Ameriprise
Minnesota
$7.76M +$10.4K +500 +0.1%
GF
5
Gabelli Funds
New York
$4.59M +$16.5K +794 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.9M -$35.8K -1,724 -0.9%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$3.61M -$242K -11,660 -6%
AA
8
Ancora Advisors
Ohio
$3.36M -$373 -18 -0%
CCB
9
Cutter & Co Brokerage
Missouri
$2.75M -$19.7K -951 -0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.42M +$76.4K +3,684 +3%
State Street
11
State Street
Massachusetts
$2.11M +$5.95K +287 +0.3%
TA
12
Teton Advisors
New York
$1.91M +$16.6K +800 +0.8%
NSIM
13
North Star Investment Management
Illinois
$1.85M
UBS Group
14
UBS Group
Switzerland
$1.73M +$20.5K +990 +1%
Northern Trust
15
Northern Trust
Illinois
$1.46M +$60.5K +2,918 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.45M -$132K -6,343 -8%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.01M
Renaissance Technologies
18
Renaissance Technologies
New York
$903K -$14.5K -700 -2%
FC
19
FCA Corp
Texas
$871K -$1.93K -93 -0.2%
Morgan Stanley
20
Morgan Stanley
New York
$854K -$102K -4,895 -10%
BHBT
21
Burke & Herbert Bank & Trust
Virginia
$803K
CSP
22
Cary Street Partners
Virginia
$668K +$690K +33,277 New
JP Morgan Chase
23
JP Morgan Chase
New York
$604K +$320K +15,434 +105%
N
24
Nuveen
North Carolina
$525K
BCM
25
Bridgeway Capital Management
Texas
$508K -$10.4K -500 -2%

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.