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Rio Tinto

372 hedge funds and large institutions have $5.14B invested in Rio Tinto in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 116 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $4.62B → $5.14B (+$523M)

11% more funds holding

Funds holding: 336372 (+36)

2% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 114

0.03% more ownership

Funds ownership: 7.21%7.25% (+0.03%)

57% less call options, than puts

Call options by funds: $161M | Put options by funds: $375M

Holders
372
Holders Change
+36
Holders Change %
+10.71%
% of All Funds
8.44%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
68
Increased
116
Reduced
114
Closed
31
Calls
$161M
Puts
$375M
Net Calls
-$215M
Net Calls Change
-$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
101
Quantitative Investment Management
Virginia
$4.07M -$6.25M -128,100 -63%
AAMU
102
Amundi Asset Management US
Massachusetts
$3.75M +$3.46M +70,790 New
Baillie Gifford & Co
103
Baillie Gifford & Co
United Kingdom
$3.74M
BCM
104
Bourgeon Capital Management
Connecticut
$3.73M +$97.1K +1,990 +3%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$3.56M +$2.53M +51,737 +333%
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.53M -$3.19M -65,446 -50%
BA
107
Bridgewater Associates
Connecticut
$3.42M -$478K -9,783 -13%
EGA
108
Eagle Global Advisors
Texas
$3.35M +$148K +3,025 +5%
LOAMU
109
Lombard Odier Asset Management (USA)
New York
$3.24M +$60K +1,229 +2%
CA
110
Commerzbank Aktiengesellschaft
Germany
$3.13M +$181K +3,709 +7%
AIA
111
Avalon Investment & Advisory
Texas
$3.02M +$356K +7,296 +15%
William Blair Investment Management
112
William Blair Investment Management
Illinois
$2.98M +$6.05K +124 +0.2%
TIA
113
Trust Investment Advisors
Indiana
$2.86M -$53.7K -1,100 -2%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$2.83M +$123K +2,515 +5%
Invesco
115
Invesco
Georgia
$2.79M +$27.9K +572 +1%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$2.76M +$205K +4,197 +9%
GP
117
GLG Partners
United Kingdom
$2.75M -$15.3K -313 -0.6%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$2.7M +$467K +9,573 +23%
DVM
119
Dreman Value Management
Florida
$2.68M +$77K +1,578 +3%
BFA
120
Bragg Financial Advisors
North Carolina
$2.62M +$76.6K +1,570 +3%
LPL Financial
121
LPL Financial
California
$2.61M +$77.2K +1,581 +3%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$2.56M +$70.4K +1,443 +3%
GC
123
Gratry & Company
Ohio
$2.52M -$205K -4,210 -8%
NRS
124
Neville Rodie & Shaw
New York
$2.49M -$4.88K -100 -0.2%
TAM
125
Tocqueville Asset Management
New York
$2.47M -$29.2K -598 -1%

RIO Hedge Fund Activity: Q4 2017 in Review

372 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q4 2017, worth a combined $5.14B — up 11% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new RIO positions and 31 closed out — a net gain of 37 holders — while 116 added to existing stakes and 114 trimmed.

The largest buyer was Franklin Resources, adding an estimated $46.4M. The largest seller was Goldman Sachs, cutting an estimated $71.2M.

  • 372 institutional investors held Rio Tinto (RIO) as of Q4 2017, up from 336 in Q3 2017.
  • Funds reported $5.14B of Rio Tinto stock for Q4 2017, up 11% quarter-over-quarter.
  • 68 funds opened new Rio Tinto positions in Q4 2017 and 31 closed out, a net change of +37 holders.
  • The largest Rio Tinto buyer in Q4 2017 was Franklin Resources, an estimated $46.4M added.
  • The largest Rio Tinto seller in Q4 2017 was Goldman Sachs, an estimated $71.2M sold.

Based on aggregated 13F filings for Q4 2017.