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Rio Tinto

713 hedge funds and large institutions have $8.31B invested in Rio Tinto in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 292 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 213

22% more call options, than puts

Call options by funds: $460M | Put options by funds: $378M

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more capital invested

Capital invested by funds: $8.02B → $8.31B (+$296M)

0% more funds holding

Funds holding: 710713 (+3)

0.38% more ownership

Funds ownership: 10.06%10.43% (+0.38%)

Holders
713
Holders Change
+3
Holders Change %
+0.42%
% of All Funds
11.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
73
Increased
292
Reduced
213
Closed
63
Calls
$460M
Puts
$378M
Net Calls
+$81.8M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
676
Larson Financial Group
Missouri
$6.94K
BWP
677
Baldwin Wealth Partners
Massachusetts
$6.36K
KLWA
678
Kelly Lawrence W & Associates
California
$6.36K
DAC
679
Dividend Assets Capital
South Carolina
$6K
FCMT
680
Founders Capital Management (Texas)
Texas
$4.9K +$4.91K +77 New
CWC
681
Carolinas Wealth Consulting
North Carolina
$4.6K +$1.72K +27 +61%
JFA
682
JNBA Financial Advisors
Minnesota
$4.58K -$4.59K -72 -50%
HWM
683
HighMark Wealth Management
Minnesota
$4.45K +$128 +2 +3%
AIC
684
Archer Investment Corporation
Indiana
$4.33K
SHIM
685
Stone House Investment Management
Pennsylvania
$3.46K +$64 +1 +2%
AFS
686
Annapolis Financial Services
Maryland
$3.12K
VNA
687
Valley National Advisers
Pennsylvania
$3K
VWM
688
Venturi Wealth Management
Texas
$2.87K +$1.91K +30 +200%
AF
689
Advisornet Financial
Minnesota
$2.67K
Jones Financial Companies
690
Jones Financial Companies
Missouri
$2.67K +$2.68K +42 New
CSC
691
Caldwell Sutter Capital
California
$2.55K
WWP
692
WR Wealth Planners
Missouri
$2.55K
APC
693
Aspire Private Capital
North Carolina
$2.54K -$64 -1 -2%
SIC
694
SJS Investment Consulting
Ohio
$2.5K +$64 +1 +3%
SWM
695
Sugarloaf Wealth Management
Georgia
$2.35K
RAM
696
Ramirez Asset Management
New York
$2.29K +$2.3K +36 New
TWD
697
True Wealth Design
Ohio
$2.16K
SC
698
Sawyer & Company
Massachusetts
$2K
TFGT
699
TS Financial Group (TSFG)
Illinois
$2K
IFAM
700
Institutional & Family Asset Management
Colorado
$1.99K +$319 +5 +19%

RIO Hedge Fund Activity: Q3 2023 in Review

713 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q3 2023, worth a combined $8.31B — up 3.7% from $8.02B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RIO positions and 63 closed out — a net gain of 10 holders — while 292 added to existing stakes and 213 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $431M. The largest seller was Goldman Sachs, cutting an estimated $119M.

  • 713 institutional investors held Rio Tinto (RIO) as of Q3 2023, up from 710 in Q2 2023.
  • Funds reported $8.31B of Rio Tinto stock for Q3 2023, up 3.7% quarter-over-quarter.
  • 73 funds opened new Rio Tinto positions in Q3 2023 and 63 closed out, a net change of +10 holders.
  • The largest Rio Tinto buyer in Q3 2023 was Wellington Management Group, an estimated $431M added.
  • The largest Rio Tinto seller in Q3 2023 was Goldman Sachs, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.