Rio Tinto
RIO
308 hedge funds and large institutions have $5.12B invested in Rio Tinto in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 34 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 98
0.38% more ownership
Funds ownership: 6.96% → 7.34% (+0.38%)
4% less capital invested
Capital invested by funds: $5.35B → $5.12B (-$231M)
3% less funds holding
Funds holding: 317 → 308 (-9)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 34
78% less call options, than puts
Call options by funds: $146M | Put options by funds: $660M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$103M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$65.1M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$64.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$62.9M |
| 5 |
Jennison Associates
New York
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$54.5M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$20.9M |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$18.3M |
| 4 |
WI
WHV Investments
San Francisco,
California
|
-$14M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$13M |
RIO Hedge Fund Activity: Q3 2014 in Review
308 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q3 2014, worth a combined $5.12B — down 4.3% from $5.35B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of RIO and 27 opened new positions — a net loss of 7 holders — while 98 trimmed existing stakes and 117 added.
The largest buyer was Franklin Resources, adding an estimated $103M. The largest seller was Goldman Sachs, cutting an estimated $54.5M.
- 308 institutional investors held Rio Tinto (RIO) as of Q3 2014, down from 317 in Q2 2014.
- Funds reported $5.12B of Rio Tinto stock for Q3 2014, down 4.3% quarter-over-quarter.
- 27 funds opened new Rio Tinto positions in Q3 2014 and 34 closed out, a net change of -7 holders.
- The largest Rio Tinto buyer in Q3 2014 was Franklin Resources, an estimated $103M added.
- The largest Rio Tinto seller in Q3 2014 was Goldman Sachs, an estimated $54.5M sold.
Based on aggregated 13F filings for Q3 2014.