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Rio Tinto

392 hedge funds and large institutions have $4.3B invested in Rio Tinto in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 152 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $136M | Put options by funds: $83.2M

0.03% more ownership

Funds ownership: 7.55%7.58% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

8% less funds holding

Funds holding: 427392 (-35)

20% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 152

23% less capital invested

Capital invested by funds: $5.56B → $4.3B (-$1.26B)

38% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 78

Holders
392
Holders Change
-35
Holders Change %
-8.2%
% of All Funds
8.64%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
48
Increased
122
Reduced
152
Closed
78
Calls
$136M
Puts
$83.2M
Net Calls
+$52.9M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$553M
Franklin Resources
2
Franklin Resources
California
$515M +$134M +2,610,787 +30%
Fisher Asset Management
3
Fisher Asset Management
Washington
$508M +$6.35M +123,742 +1%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$257M -$256M -4,995,595 -47%
Barclays
5
Barclays
United Kingdom
$212M +$63.7M +1,240,976 +36%
Goldman Sachs
6
Goldman Sachs
New York
$142M -$586K -11,423 -0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$130M +$2.09M +40,700 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$102M +$79.8M +1,554,650 +228%
MMH
9
Menora Mivtachim Holdings
Israel
$88.6M +$12.8M +250,300 +15%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$79.7M +$6.65M +129,598 +8%
EARNEST Partners
11
EARNEST Partners
Georgia
$75.4M -$12.6M -245,081 -13%
PPA
12
Parametric Portfolio Associates
Washington
$73.5M +$13.4M +260,921 +19%
Renaissance Technologies
13
Renaissance Technologies
New York
$71M +$2.24M +43,700 +3%
VanEck Associates
14
VanEck Associates
New York
$69.2M -$704K -13,715 -0.9%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$68.4M +$33.4M +651,453 +77%
IAM
16
Impala Asset Management
Florida
$68.2M -$23.2M -451,290 -23%
EVM
17
Eaton Vance Management
Massachusetts
$64.3M +$72.4M +1,411,024 New
HL
18
Harding Loevner
New Jersey
$62.5M +$1.54M +30,074 +2%
Northern Trust
19
Northern Trust
Illinois
$61.6M -$725K -14,120 -1%
Bank of America
20
Bank of America
North Carolina
$53.2M +$10.1M +196,717 +20%
TAM
21
Todd Asset Management
Kentucky
$46.5M -$3.54M -69,028 -6%
SGDR
22
SPX Gestao de Recursos
Brazil
$46.2M +$16.4M +319,720 +46%
Morgan Stanley
23
Morgan Stanley
New York
$40.1M +$2.42M +47,094 +6%
TU
24
TDAM USA
Ontario, Canada
$37.5M +$8.63M +168,231 +26%
TRSOTSOK
25
Teachers Retirement System of the State of Kentucky
Kentucky
$31M -$2.05M -40,000 -6%

RIO Hedge Fund Activity: Q1 2020 in Review

392 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q1 2020, worth a combined $4.3B — down 23% from $5.56B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of RIO and 48 opened new positions — a net loss of 30 holders — while 152 trimmed existing stakes and 122 added.

The largest buyer was Franklin Resources, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $256M.

  • 392 institutional investors held Rio Tinto (RIO) as of Q1 2020, down from 427 in Q4 2019.
  • Funds reported $4.3B of Rio Tinto stock for Q1 2020, down 23% quarter-over-quarter.
  • 48 funds opened new Rio Tinto positions in Q1 2020 and 78 closed out, a net change of -30 holders.
  • The largest Rio Tinto buyer in Q1 2020 was Franklin Resources, an estimated $134M added.
  • The largest Rio Tinto seller in Q1 2020 was Arrowstreet Capital, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2020.