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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
Franklin Resources
1
Franklin Resources
California
$809M +$46.4M +949,800 +7%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$717M
Goldman Sachs
3
Goldman Sachs
New York
$249M -$71.2M -1,458,649 -24%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$238M -$49M -1,002,843 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$135M +$1.87M +38,214 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$134M +$8.83M +180,866 +8%
Bank of America
7
Bank of America
North Carolina
$132M -$13.9M -283,771 -10%
IAM
8
Impala Asset Management
Florida
$129M -$17.4M -356,892 -13%
EARNEST Partners
9
EARNEST Partners
Georgia
$121M -$455K -9,317 -0.4%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$113M -$7.91M -161,989 -7%
VanEck Associates
11
VanEck Associates
New York
$109M +$38.1M +781,073 +61%
GQG Partners
12
GQG Partners
Florida
$103M +$8.22M +168,350 +9%
Jennison Associates
13
Jennison Associates
New York
$97.4M -$14.6M -299,309 -14%
NAMA
14
Nikko Asset Management Americas
New York
$95.6M +$42.9M +879,164 +84%
Morgan Stanley
15
Morgan Stanley
New York
$93.5M -$15.2M -311,819 -15%
BlackRock
16
BlackRock
New York
$72.4M -$5.9M -120,886 -8%
Capital International Investors
17
Capital International Investors
California
$64.4M
Northern Trust
18
Northern Trust
Illinois
$61.4M -$441K -9,036 -0.8%
UBS Group
19
UBS Group
Switzerland
$56M +$4.85M +99,336 +10%
TAM
20
Todd Asset Management
Kentucky
$55.7M -$1.9M -39,018 -4%
PPA
21
Parametric Portfolio Associates
Washington
$54.7M +$3.83M +78,422 +8%
Millennium Management
22
Millennium Management
New York
$54.1M +$19.3M +395,984 +63%
Two Sigma Investments
23
Two Sigma Investments
New York
$52M +$43.9M +899,443 +1,087%
WRF
24
Waddell & Reed Financial
Kansas
$49.4M +$4.66M +95,500 +11%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$48.7M -$8.28M -169,632 -16%

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.