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Rio Tinto

336 hedge funds and large institutions have $4.62B invested in Rio Tinto in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $4B → $4.62B (+$619M)

3% more funds holding

Funds holding: 325336 (+11)

6% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 110

0.35% more ownership

Funds ownership: 6.86%7.21% (+0.35%)

40% less call options, than puts

Call options by funds: $225M | Put options by funds: $376M

Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
8.38%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
49
Increased
117
Reduced
110
Closed
32
Calls
$225M
Puts
$376M
Net Calls
-$151M
Net Calls Change
-$89.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$676M -$183M -3,944,731 -22%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$639M
Goldman Sachs
3
Goldman Sachs
New York
$291M +$46.2M +994,359 +19%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$259M +$250M +5,370,414 +4,335%
IAM
5
Impala Asset Management
Florida
$132M -$24M -517,298 -16%
Bank of America
6
Bank of America
North Carolina
$131M +$38.1M +819,577 +42%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$118M +$16.4M +353,835 +16%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$111M -$27.5M -591,247 -20%
EARNEST Partners
9
EARNEST Partners
Georgia
$108M -$2.43M -52,180 -2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$108M -$1.24M -26,638 -1%
Jennison Associates
11
Jennison Associates
New York
$101M +$26.2M +563,461 +36%
Morgan Stanley
12
Morgan Stanley
New York
$98.1M -$51.9M -1,115,532 -35%
GQG Partners
13
GQG Partners
Florida
$84.1M +$68.4M +1,470,874 +474%
BlackRock
14
BlackRock
New York
$70.3M +$75K +1,613 +0.1%
VanEck Associates
15
VanEck Associates
New York
$60.4M +$41.9M +900,859 +237%
Capital International Investors
16
Capital International Investors
California
$57.4M
Northern Trust
17
Northern Trust
Illinois
$55.2M +$108K +2,315 +0.2%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$51.5M +$28.1M +605,170 +124%
TAM
19
Todd Asset Management
Kentucky
$51.5M -$1.37M -29,427 -3%
NAMA
20
Nikko Asset Management Americas
New York
$49.1M -$3.81M -81,900 -7%
MWNA
21
Marshall Wace North America
New York
$46.1M +$35.3M +758,677 +340%
UBS Group
22
UBS Group
Switzerland
$45.3M +$851K +18,308 +2%
PPA
23
Parametric Portfolio Associates
Washington
$45.1M +$4.21M +90,656 +10%
JP Morgan Chase
24
JP Morgan Chase
New York
$42.2M +$2.51M +53,949 +6%
Renaissance Technologies
25
Renaissance Technologies
New York
$41.3M +$33.5M +720,200 +463%

RIO Hedge Fund Activity: Q3 2017 in Review

336 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q3 2017, worth a combined $4.62B — up 15% from $4B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RIO positions and 32 closed out — a net gain of 17 holders — while 117 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $250M. The largest seller was Franklin Resources, cutting an estimated $183M.

  • 336 institutional investors held Rio Tinto (RIO) as of Q3 2017, up from 325 in Q2 2017.
  • Funds reported $4.62B of Rio Tinto stock for Q3 2017, up 15% quarter-over-quarter.
  • 49 funds opened new Rio Tinto positions in Q3 2017 and 32 closed out, a net change of +17 holders.
  • The largest Rio Tinto buyer in Q3 2017 was Arrowstreet Capital, an estimated $250M added.
  • The largest Rio Tinto seller in Q3 2017 was Franklin Resources, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2017.