We are live on ! Find out more
RIO icon

Rio Tinto

306 hedge funds and large institutions have $5.42B invested in Rio Tinto in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

21% more capital invested

Capital invested by funds: $4.48B → $5.42B (+$936M)

5% more funds holding

Funds holding: 291306 (+15)

0.27% more ownership

Funds ownership: 6.51%6.77% (+0.27%)

3% less call options, than puts

Call options by funds: $186M | Put options by funds: $191M

33% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 125

Holders
306
Holders Change
+15
Holders Change %
+5.15%
% of All Funds
8.88%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
49
Increased
84
Reduced
125
Closed
33
Calls
$186M
Puts
$191M
Net Calls
-$5.64M
Net Calls Change
-$68.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WFG Advisors
Texas
$256K -$13.5K -260 -5%
HighTower Advisors
227
HighTower Advisors
Illinois
$253K +$234K +4,492 New
SCM
228
Shelton Capital Management
Colorado
$248K
SSB
229
Sandy Spring Bank
Maryland
$243K +$130K +2,498 +138%
SGH
230
Schonfeld Group Holdings
New York
$237K +$218K +4,200 New
WTC
231
WhitTier Trust Company
Nevada
$236K -$13.8K -265 -6%
Brown Advisory
232
Brown Advisory
Maryland
$235K
Creative Planning
233
Creative Planning
Kansas
$233K -$78K -1,500 -27%
HCM
234
Herndon Capital Management
Georgia
$233K -$73.9K -1,420 -26%
BFA
235
BlackRock Fund Advisors
California
$232K
HSA
236
HBK Sorce Advisory
Pennsylvania
$227K +$209K +4,024 New
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$221K -$44.3K -851 -18%
HNB
238
Huntington National Bank
Ohio
$219K -$13K -249 -6%
VCM
239
Violich Capital Management
California
$216K -$36.4K -700 -15%
RJT
240
Raymond James Trust
Florida
$206K -$605K -11,633 -76%
NB
241
NBT Bank
New York
$202K +$186K +3,583 New
OA
242
OFI Advisors
Pennsylvania
$194K -$11.1K -214 -6%
BL
243
Bolton LP
Connecticut
$188K -$539K -10,363 -76%
KT
244
Kanaly Trust
Texas
$173K +$159K +3,066 New
EWM
245
Evercore Wealth Management
New York
$159K -$26.4K -507 -15%
SSG
246
Summit Securities Group
New York
$158K -$234K -4,500 -62%
PAM
247
Paradigm Asset Management
New York
$152K
LFR
248
Lehman Financial Resources
Pennsylvania
$130K
TCM
249
Tradewinds Capital Management
Washington
$129K +$119K +2,288 New
KTC
250
Kistler-Tiffany Companies
Pennsylvania
$115K -$7.28K -140 -6%

RIO Hedge Fund Activity: Q4 2013 in Review

306 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q4 2013, worth a combined $5.42B — up 21% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RIO positions and 33 closed out — a net gain of 16 holders — while 84 added to existing stakes and 125 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $163M. The largest seller was ING Group, exiting entirely with an estimated $102M sold.

  • 306 institutional investors held Rio Tinto (RIO) as of Q4 2013, up from 291 in Q3 2013.
  • Funds reported $5.42B of Rio Tinto stock for Q4 2013, up 21% quarter-over-quarter.
  • 49 funds opened new Rio Tinto positions in Q4 2013 and 33 closed out, a net change of +16 holders.
  • The largest Rio Tinto buyer in Q4 2013 was EARNEST Partners, an estimated $163M added.
  • The largest Rio Tinto seller in Q4 2013 was ING Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2013.