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Rio Tinto

262 hedge funds and large institutions have $2.46B invested in Rio Tinto in 2016 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

3% more funds holding

Funds holding: 255262 (+7)

5% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 85

0.65% less ownership

Funds ownership: 6.97%6.33% (-0.65%)

12% less capital invested

Capital invested by funds: $2.79B → $2.46B (-$331M)

30% less call options, than puts

Call options by funds: $145M | Put options by funds: $206M

Holders
262
Holders Change
+7
Holders Change %
+2.75%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
89
Reduced
85
Closed
36
Calls
$145M
Puts
$206M
Net Calls
-$61.1M
Net Calls Change
-$64M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
LS Investment Advisors
Michigan
$20K
GWM
227
Gupta Wealth Management
California
$20K +$7.85K +295 +74%
GXMC
228
Global X Management Company
New York
$19K -$5.22K -196 -23%
BBPWM
229
Blue Bell Private Wealth Management
Pennsylvania
$17K
PSC
230
Prentiss Smith & Co
Vermont
$17K
NFG
231
Next Financial Group
Texas
$15K -$1.33K -50 -8%
RFA
232
Reilly Financial Advisors
California
$15K +$5.33K +200 +62%
BKA
233
Brick & Kyle Associates
Pennsylvania
$14K
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$14K
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$11.1K +418 +454%
VIA
236
Vantage Investment Advisors
Pennsylvania
$12K
KT
237
Kanaly Trust
Texas
$9K -$4.71K -177 -36%
MWP
238
MYCIO Wealth Partners
Pennsylvania
$9K +$2K +75 +30%
WA
239
Winfield Associates
Ohio
$9K +$8.79K +330 New
WT
240
Whittier Trust
California
$8K -$3.27K -123 -31%
AA
241
AlphaMark Advisors
Kentucky
$8K
LWCFA
242
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$8K +$7.59K +285 New
HFM
244
Hartford Financial Management
Connecticut
$8K +$18.8K +705 New
PCP
245
Proficio Capital Partners
Massachusetts
$6K -$825 -31 -12%
CPIG
246
Chicago Partners Investment Group
Illinois
$6K
HI
247
Hudock Inc
Pennsylvania
$6K
WC
248
Whitnell & Co
Illinois
$4K -$3.3K -124 -44%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$3.06K -115 -45%
ClearBridge Investments
250
ClearBridge Investments
New York
$3K -$1.62M -60,871 -100%

RIO Hedge Fund Activity: Q1 2016 in Review

262 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q1 2016, worth a combined $2.46B — down 12% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RIO positions and 36 closed out — a net gain of 7 holders — while 89 added to existing stakes and 85 trimmed.

The largest buyer was Impala Asset Management, opening a new position worth an estimated $79.7M. The largest seller was Franklin Resources, cutting an estimated $110M.

  • 262 institutional investors held Rio Tinto (RIO) as of Q1 2016, up from 255 in Q4 2015.
  • Funds reported $2.46B of Rio Tinto stock for Q1 2016, down 12% quarter-over-quarter.
  • 43 funds opened new Rio Tinto positions in Q1 2016 and 36 closed out, a net change of +7 holders.
  • The largest Rio Tinto buyer in Q1 2016 was Impala Asset Management, an estimated $79.7M added.
  • The largest Rio Tinto seller in Q1 2016 was Franklin Resources, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2016.