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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
CBTWT
751
Community Bank & Trust (Waco, Texas)
Texas
-$261K -4,092 Closed
PP
752
PDS Planning
Ohio
-$261K -4,091 Closed
EHWM
753
Eads & Heald Wealth Management
Georgia
-$242K -3,788 Closed
CWP
754
Curated Wealth Partners
California
-$236K -3,690 Closed
CWA
755
CM Wealth Advisors
Ohio
-$238K -3,600 Closed
WSCM
756
Wellington Shields Capital Management
New York
-$220K -3,450 Closed
SSW
757
Stone Summit Wealth
Florida
-$211K -3,306 Closed
TCWM
758
Total Clarity Wealth Management
Illinois
-$210K -3,297 Closed
MCI
759
MRP Capital Investments
Georgia
-$63.8K -1,000 Closed
RI
760
Ridgewood Investments
New Jersey
-$61.2K -959 Closed
PIAS
761
PCA Investment Advisory Services
Ohio
-$46.2K -724 Closed
WP
762
WealthPLAN Partners
Nebraska
-$46.2K -724 Closed
ANBT
763
American National Bank & Trust
Texas
-$43K -674 Closed
IGWM
764
ICA Group Wealth Management
Colorado
-$41.5K -650 Closed
CCM
765
CAAS Capital Management
New York
-$32.6K -510 Closed
SF
766
Safeguard Financial
Wisconsin
-$25K -402 Closed
CWA
767
Clearview Wealth Advisors
Oregon
-$20.5K -321 Closed
TAIM
768
TD Ameritrade Investment Management
Nebraska
-$11K -177 Closed
DI
769
Disciplined Investments
Oklahoma
-$7.53K -118 Closed
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$6.19K -97 Closed
JGIA
771
Jackson Grant Investment Advisers
Connecticut
-$4.79K -75 Closed
RG
772
Retirement Group
California
-$4.6K -72 Closed
ADL
773
Asset Dedication LLC
California
-$5K -66 Closed
DJSG
774
D.J. St. Germain
Massachusetts
-$3.13K -49 Closed
CFS
775
CGC Financial Services
Oregon
-$2.55K -40 Closed

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.