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Rio Tinto
RIO

770 hedge funds and large institutions have $10.1B invested in Rio Tinto in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 239 increasing their positions, 271 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 51

75% more funds holding in top 10

Funds holding in top 10: 8 → 14 (+6)

21% more capital invested

Capital invested by funds: $8.31B → $10.1B (+$1.77B)

8% more funds holding

Funds holding: 713 → 770 (+57)

7% more call options, than puts

Call options by funds: $679M | Put options by funds: $633M

0.4% more ownership

Funds ownership: 10.43% → 10.83% (+0.4%)

12% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 271

Holders
770
Holders Change
+57
Holders Change %
+7.99%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
119
Increased
239
Reduced
271
Closed
51
Calls
$679M
Puts
$633M
Net Calls
+$46.3M
Net Calls Change
-$35.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$265M
2
Goldman Sachs
Goldman Sachs
New York
+$131M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$115M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$110M
5
SGDR
SPX Gestao de Recursos
Brazil
+$45.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$237M
2
Franklin Resources
Franklin Resources
California
-$102M
3
Holocene Advisors
Holocene Advisors
New York
-$81.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$75M
5
Two Sigma Investments
Two Sigma Investments
New York
-$36.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
751
Aspire Private Capital
North Carolina
$2.98K – – –
CSC
752
Caldwell Sutter Capital
California
$2.98K – – –
SIC
753
SJS Investment Consulting
Ohio
$2.93K – – –
SWM
754
Sugarloaf Wealth Management
Georgia
$2.75K – – –
RAM
755
Ramirez Asset Management
New York
$2.38K -$268 -4 -11%
IFAM
756
Institutional & Family Asset Management
Colorado
$2.33K – – –
AA
757
Addison Advisors
Vermont
$2.23K – – –
AT
758
Arlington Trust
Alabama
$2.16K +$1.95K +29 New
HFM
759
Harvest Fund Management
China
$2K – – –
SC
760
Sawyer & Company
Massachusetts
$2K – – –
AIMA
761
Ables Iannone Moore & Associates
Georgia
$1.86K +$1.68K +25 New
AWM
762
Abound Wealth Management
Tennessee
$1.79K – – –
MA
763
MCF Advisors
Kentucky
$1.79K +$1.61K +24 New
WIM
764
Westside Investment Management
California
$1.79K – – –
VWM
765
Venturi Wealth Management
Texas
$1.12K -$2.01K -30 -67%
CAM
766
ClariVest Asset Management
California
$1.04K +$939 +14 New
IHWM
767
Iron Horse Wealth Management
Iowa
$1.04K – – –
HI
768
Horizon Investments
North Carolina
$968 +$872 +13 New
GIM
769
Gold Investment Management
Alberta, Canada
$894 +$805 +12 New
AWM
770
Activest Wealth Management
Florida
$298 – – –
FGAM
771
Financial Gravity Asset Management
Texas
$165 +$67 +1 +50%
Holocene Advisors
772
Holocene Advisors
New York
– -$81.5M -1,280,657 Closed
Voloridge Investment Management
773
Voloridge Investment Management
Florida
– -$26.8M -420,347 Closed
Renaissance Technologies
774
Renaissance Technologies
New York
– -$18M -282,500 Closed
WMSA
775
Weiss Multi-Strategy Advisers
New York
– -$11.1M -175,000 Closed
29 30
31
32 33

RIO Hedge Fund Activity: Q4 2023 in Review

770 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q4 2023, worth a combined $10.1B — up 21% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RIO positions and 51 closed out — a net gain of 68 holders — while 239 added to existing stakes and 271 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was Capital World Investors, cutting an estimated $237M.

  • 770 institutional investors held Rio Tinto (RIO) as of Q4 2023, up from 713 in Q3 2023.
  • Funds reported $10.1B of Rio Tinto stock for Q4 2023, up 21% quarter-over-quarter.
  • 119 funds opened new Rio Tinto positions in Q4 2023 and 51 closed out, a net change of +68 holders.
  • The largest Rio Tinto buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest Rio Tinto seller in Q4 2023 was Capital World Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2023.