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Rio Tinto

710 hedge funds and large institutions have $8.02B invested in Rio Tinto in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 307 increasing their positions, 210 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 210

46% more call options, than puts

Call options by funds: $535M | Put options by funds: $366M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.46% less ownership

Funds ownership: 10.52%10.06% (-0.46%)

7% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 75

2% less funds holding

Funds holding: 722710 (-12)

10% less capital invested

Capital invested by funds: $8.92B → $8.02B (-$906M)

Holders
710
Holders Change
-12
Holders Change %
-1.66%
% of All Funds
11.15%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
70
Increased
307
Reduced
210
Closed
75
Calls
$535M
Puts
$366M
Net Calls
+$169M
Net Calls Change
+$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
476
Forum Financial Management
Illinois
$278K
H
477
HoyleCohen
California
$274K +$275K +4,285 New
IAS
478
Insigneo Advisory Services
Florida
$273K +$275K +4,277 New
DI
479
Diligent Investors
California
$270K
CFO
480
CVA Family Office
Colorado
$265K
CSPIA
481
Cary Street Partners Investment Advisory
Virginia
$264K +$25.4K +395 +11%
CFG
482
Cooper Financial Group
California
$263K +$13.8K +215 +6%
VFA
483
Valeo Financial Advisors
Indiana
$262K -$133K -2,066 -33%
PP
484
PDS Planning
Ohio
$261K +$31.2K +486 +13%
CBTWT
485
Community Bank & Trust (Waco, Texas)
Texas
$261K -$707 -11 -0.3%
CSIC
486
Clifford Swan Investment Counsel
California
$260K +$1.93K +30 +0.7%
WFI
487
West Family Investments
California
$259K -$21.2K -329 -7%
SRC
488
Sage Rhino Capital
California
$258K +$2.44K +38 +1%
ACP
489
Aveo Capital Partners
Colorado
$257K +$61.8K +961 +31%
Dodge & Cox
490
Dodge & Cox
California
$255K
NFG
491
Norris Financial Group
South Carolina
$253K -$72.1K -1,121 -22%
WFA
492
WMG Financial Advisors
Tennessee
$253K -$28.9K -450 -10%
KIA
493
Knollwood Investment Advisory
Maryland
$252K +$254K +3,950 New
SCM
494
SOL Capital Management
Maryland
$252K +$8.36K +130 +3%
PP
495
Patten & Patten
Tennessee
$252K +$253K +3,940 New
SC
496
Savant Capital
Illinois
$248K +$250K +3,883 New
FA
497
Faithward Advisors
Pennsylvania
$247K
BFEC
498
Benjamin F. Edwards & Company
Missouri
$246K +$21.5K +335 +10%
EWA
499
EP Wealth Advisors
California
$245K +$21.4M +332,812 New
EHWM
500
Eads & Heald Wealth Management
Georgia
$242K +$244K +3,788 New

RIO Hedge Fund Activity: Q2 2023 in Review

710 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q2 2023, worth a combined $8.02B — down 10% from $8.92B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of RIO and 70 opened new positions — a net loss of 5 holders — while 210 trimmed existing stakes and 307 added.

The largest buyer was Wellington Management Group, adding an estimated $164M. The largest seller was Arrowstreet Capital, cutting an estimated $261M.

  • 710 institutional investors held Rio Tinto (RIO) as of Q2 2023, down from 722 in Q1 2023.
  • Funds reported $8.02B of Rio Tinto stock for Q2 2023, down 10% quarter-over-quarter.
  • 70 funds opened new Rio Tinto positions in Q2 2023 and 75 closed out, a net change of -5 holders.
  • The largest Rio Tinto buyer in Q2 2023 was Wellington Management Group, an estimated $164M added.
  • The largest Rio Tinto seller in Q2 2023 was Arrowstreet Capital, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2023.