We are live on ! Find out more
RIO icon

Rio Tinto

427 hedge funds and large institutions have $5.56B invested in Rio Tinto in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 121 increasing their positions, 136 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

24% more call options, than puts

Call options by funds: $161M | Put options by funds: $130M

15% more capital invested

Capital invested by funds: $4.84B → $5.56B (+$715M)

9% more funds holding

Funds holding: 390427 (+37)

0.12% more ownership

Funds ownership: 7.42%7.55% (+0.12%)

11% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 136

Holders
427
Holders Change
+37
Holders Change %
+9.49%
% of All Funds
8.41%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
84
Increased
121
Reduced
136
Closed
40
Calls
$161M
Puts
$130M
Net Calls
+$31M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
401
Heritage Wealth Advisors
Virginia
$4.1K +$3.74K +69 New
FCA
402
FinTrust Capital Advisors
South Carolina
$4K -$27.2K -501 -88%
PB
403
Pinnacle Bancorp
Nebraska
$4K -$3.74K -69 -50%
SFA
404
Semmax Financial Advisors
North Carolina
$4K -$1.19K -22 -23%
TWA
405
TCI Wealth Advisors
Arizona
$4K +$3.31K +61 New
LAS
406
Lloyd Advisory Services
Georgia
$4K +$3.36K +62 New
KFS
407
Kelly Financial Services
Massachusetts
$3.56K
GEA
408
Glen Eagle Advisors
New Jersey
$3.27K
First Manhattan
409
First Manhattan
New York
$3K
GWMIA
410
Global Wealth Management Investment Advisory
Florida
$3K
SIAS
411
Shine Investment Advisory Services
Colorado
$3K
WCG
412
Weaver Consulting Group
California
$3K
KPW
413
Kore Private Wealth
New York
$3K +$2.71K +50 New
LWM
414
Liberty Wealth Management
California
$3K +$2.98K +55 New
FCH
415
Freestone Capital Holdings
Washington
$2.33K -$21.6K -398 -1%
SFG
416
Sowa Financial Group
Rhode Island
$2K +$1.47K +27 New
SWM
417
Sugarloaf Wealth Management
Georgia
$2K +$2.01K +37 New
SMFS
418
Squar Milner Financial Services
California
$2K +$2.17K +40 New
GFPC
419
Global Financial Private Capital
Florida
$1K
TFGT
420
TS Financial Group (TSFG)
Illinois
$1K
GWS
421
Glassman Wealth Services
Virginia
$1K +$651 +12 New
Chevy Chase Trust
422
Chevy Chase Trust
Maryland
$1K +$1.14K +21 New
MAM
423
Meeder Asset Management
Ohio
$1K +$1.3K +24 New
OPS
424
Orion Portfolio Solutions
Nebraska
$1K +$1.3K +24 New
HT
425
HAP Trading
New York
-$5.6M -103,309 Closed

RIO Hedge Fund Activity: Q4 2019 in Review

427 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q4 2019, worth a combined $5.56B — up 15% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RIO positions and 40 closed out — a net gain of 44 holders — while 121 added to existing stakes and 136 trimmed.

The largest buyer was Barclays, adding an estimated $125M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $76.6M.

  • 427 institutional investors held Rio Tinto (RIO) as of Q4 2019, up from 390 in Q3 2019.
  • Funds reported $5.56B of Rio Tinto stock for Q4 2019, up 15% quarter-over-quarter.
  • 84 funds opened new Rio Tinto positions in Q4 2019 and 40 closed out, a net change of +44 holders.
  • The largest Rio Tinto buyer in Q4 2019 was Barclays, an estimated $125M added.
  • The largest Rio Tinto seller in Q4 2019 was State Farm Mutual Automobile Insurance, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2019.