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Rio Tinto

404 hedge funds and large institutions have $5.22B invested in Rio Tinto in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

11% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $4.89B → $5.22B (+$336M)

4% more funds holding

Funds holding: 389404 (+15)

0.03% more ownership

Funds ownership: 7.14%7.17% (+0.03%)

20% less call options, than puts

Call options by funds: $164M | Put options by funds: $206M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
404
Holders Change
+15
Holders Change %
+3.86%
% of All Funds
9.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
57
Increased
144
Reduced
130
Closed
38
Calls
$164M
Puts
$206M
Net Calls
-$42.1M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$41.2M +$784K +13,994 +2%
WRF
27
Waddell & Reed Financial
Kansas
$40.5M -$11.5M -204,620 -22%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$39.6M -$5.44M -97,111 -12%
MPMG
29
Minneapolis Portfolio Management Group
Minnesota
$39.5M +$42.1K +751 +0.1%
MMH
30
Menora Mivtachim Holdings
Israel
$38.3M
TRSOTSOK
31
Teachers Retirement System of the State of Kentucky
Kentucky
$37.1M
NAMA
32
Nikko Asset Management Americas
New York
$34.1M -$9.64M -172,089 -22%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$30.2M +$1.3M +23,232 +4%
Wells Fargo
34
Wells Fargo
California
$28.1M +$170K +3,030 +0.6%
RJA
35
Raymond James & Associates
Florida
$28M -$796K -14,221 -3%
AG
36
Aperio Group
California
$28M +$3.12M +55,783 +12%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$27.7M -$1.1M -19,682 -4%
Capital Fund Management (CFM)
38
Capital Fund Management (CFM)
France
$24.1M +$19.2M +343,720 +375%
Citigroup
39
Citigroup
New York
$23.8M +$2.08M +37,082 +9%
Federated Hermes
40
Federated Hermes
Pennsylvania
$21.7M -$5.16M -92,088 -19%
PFM
41
Parsec Financial Management
North Carolina
$19.8M +$89K +1,590 +0.4%
GF
42
Gabelli Funds
New York
$19.5M
CS
43
Credit Suisse
Switzerland
$19.4M +$4.55M +81,242 +30%
CGM
44
Capital Growth Management
Massachusetts
$19.4M -$27.4M -490,000 -58%
Ameriprise
45
Ameriprise
Minnesota
$18.9M +$2.54M +45,373 +15%
RC
46
Randolph Company
Ohio
$18.9M +$103K +1,840 +0.5%
Millennium Management
47
Millennium Management
New York
$17.6M +$5.31M +94,738 +43%
MIH
48
Madison Investment Holdings
Wisconsin
$17.6M -$448K -8,000 -2%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$16.6M +$576K +10,294 +4%
AR
50
Advisory Research
Illinois
$16.6M +$16.7M +298,949 New

RIO Hedge Fund Activity: Q2 2018 in Review

404 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q2 2018, worth a combined $5.22B — up 6.9% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RIO positions and 38 closed out — a net gain of 19 holders — while 144 added to existing stakes and 130 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $230M. The largest seller was Arrowstreet Capital, cutting an estimated $126M.

  • 404 institutional investors held Rio Tinto (RIO) as of Q2 2018, up from 389 in Q1 2018.
  • Funds reported $5.22B of Rio Tinto stock for Q2 2018, up 6.9% quarter-over-quarter.
  • 57 funds opened new Rio Tinto positions in Q2 2018 and 38 closed out, a net change of +19 holders.
  • The largest Rio Tinto buyer in Q2 2018 was Fisher Asset Management, an estimated $230M added.
  • The largest Rio Tinto seller in Q2 2018 was Arrowstreet Capital, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2018.