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Rio Tinto

404 hedge funds and large institutions have $5.22B invested in Rio Tinto in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

11% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $4.89B → $5.22B (+$336M)

4% more funds holding

Funds holding: 389404 (+15)

0.03% more ownership

Funds ownership: 7.14%7.17% (+0.03%)

20% less call options, than puts

Call options by funds: $164M | Put options by funds: $206M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
404
Holders Change
+15
Holders Change %
+3.86%
% of All Funds
9.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
57
Increased
144
Reduced
130
Closed
38
Calls
$164M
Puts
$206M
Net Calls
-$42.1M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$751M
Franklin Resources
2
Franklin Resources
California
$573M -$99.8M -1,782,800 -15%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$245M -$126M -2,245,192 -34%
Fisher Asset Management
4
Fisher Asset Management
Washington
$228M +$230M +4,106,200 New
Goldman Sachs
5
Goldman Sachs
New York
$201M +$35.1M +626,060 +21%
Boston Partners
6
Boston Partners
Massachusetts
$178M +$172M +3,075,360 +2,390%
Barclays
7
Barclays
United Kingdom
$158M -$23.8M -424,565 -13%
Bank of America
8
Bank of America
North Carolina
$143M -$11.7M -208,716 -8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$140M -$980K -17,496 -0.7%
IAM
10
Impala Asset Management
Florida
$137M -$5.64M -100,680 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$136M -$1.06M -18,854 -0.8%
EARNEST Partners
12
EARNEST Partners
Georgia
$125M +$304K +5,432 +0.2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$120M +$6.12M +109,323 +5%
VanEck Associates
14
VanEck Associates
New York
$111M -$3.48M -62,195 -3%
Morgan Stanley
15
Morgan Stanley
New York
$76.5M -$31.7M -565,718 -29%
BlackRock
16
BlackRock
New York
$70.6M -$7.93M -141,596 -10%
Northern Trust
17
Northern Trust
Illinois
$68.4M +$2.87M +51,297 +4%
Capital International Investors
18
Capital International Investors
California
$67.5M
Jennison Associates
19
Jennison Associates
New York
$66.6M -$24.8M -443,388 -27%
UBS Group
20
UBS Group
Switzerland
$60.1M -$11.4M -203,516 -16%
PPA
21
Parametric Portfolio Associates
Washington
$58.2M +$2.02M +36,099 +4%
TAM
22
Todd Asset Management
Kentucky
$57.3M +$74.4K +1,329 +0.1%
SEI Investments
23
SEI Investments
Pennsylvania
$49.6M +$470K +8,401 +0.9%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$44.4M +$3.71M +66,300 +9%
Two Sigma Investments
25
Two Sigma Investments
New York
$42.6M -$32.1M -573,513 -43%

RIO Hedge Fund Activity: Q2 2018 in Review

404 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q2 2018, worth a combined $5.22B — up 6.9% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RIO positions and 38 closed out — a net gain of 19 holders — while 144 added to existing stakes and 130 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $230M. The largest seller was Arrowstreet Capital, cutting an estimated $126M.

  • 404 institutional investors held Rio Tinto (RIO) as of Q2 2018, up from 389 in Q1 2018.
  • Funds reported $5.22B of Rio Tinto stock for Q2 2018, up 6.9% quarter-over-quarter.
  • 57 funds opened new Rio Tinto positions in Q2 2018 and 38 closed out, a net change of +19 holders.
  • The largest Rio Tinto buyer in Q2 2018 was Fisher Asset Management, an estimated $230M added.
  • The largest Rio Tinto seller in Q2 2018 was Arrowstreet Capital, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2018.