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Rio Tinto

770 hedge funds and large institutions have $10.1B invested in Rio Tinto in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 239 increasing their positions, 271 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 51

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

21% more capital invested

Capital invested by funds: $8.31B → $10.1B (+$1.77B)

8% more funds holding

Funds holding: 713770 (+57)

7% more call options, than puts

Call options by funds: $679M | Put options by funds: $633M

0.4% more ownership

Funds ownership: 10.43%10.83% (+0.4%)

12% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 271

Holders
770
Holders Change
+57
Holders Change %
+7.99%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
119
Increased
239
Reduced
271
Closed
51
Calls
$679M
Puts
$633M
Net Calls
+$46.3M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.85B +$110M +1,644,751 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.19B +$30.2M +449,536 +3%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$814M
Morgan Stanley
4
Morgan Stanley
New York
$626M +$265M +3,942,918 +88%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$482M +$115M +1,711,553 +36%
Goldman Sachs
6
Goldman Sachs
New York
$425M +$131M +1,953,147 +52%
Franklin Resources
7
Franklin Resources
California
$362M -$102M -1,526,147 -24%
Capital World Investors
8
Capital World Investors
California
$356M -$237M -3,531,000 -42%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$265M +$44.4M +661,618 +23%
Bank of America
10
Bank of America
North Carolina
$201M +$25.1M +374,018 +16%
HL
11
Harding Loevner
New Jersey
$169M -$2.49M -37,074 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$157M +$23.5M +350,618 +20%
Northern Trust
13
Northern Trust
Illinois
$107M -$30.5M -454,630 -24%
EARNEST Partners
14
EARNEST Partners
Georgia
$103M -$152K -2,269 -0.2%
BlackRock
15
BlackRock
New York
$98.9M +$1.25M +18,566 +1%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$90.5M +$42.5M +634,135 +109%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$78.8M -$9.41M -140,277 -12%
TAM
18
Todd Asset Management
Kentucky
$72.5M -$1.11M -16,532 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$67.4M -$4.06M -60,533 -6%
MME
20
Meag Munich Ergo
Germany
$59.4M +$8.9M +132,590 +20%
SGDR
21
SPX Gestao de Recursos
Brazil
$59M +$45.1M +672,095 +561%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$58.8M +$237K +3,526 +0.4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$57.1M +$1.29M +19,254 +3%
UBS Group
24
UBS Group
Switzerland
$56.5M +$249K +3,704 +0.5%
CCM
25
Cullen Capital Management
New York
$56M -$21.9M -326,887 -30%

RIO Hedge Fund Activity: Q4 2023 in Review

770 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rio Tinto (RIO) for Q4 2023, worth a combined $10.1B — up 21% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RIO positions and 51 closed out — a net gain of 68 holders — while 239 added to existing stakes and 271 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was Capital World Investors, cutting an estimated $237M.

  • 770 institutional investors held Rio Tinto (RIO) as of Q4 2023, up from 713 in Q3 2023.
  • Funds reported $10.1B of Rio Tinto stock for Q4 2023, up 21% quarter-over-quarter.
  • 119 funds opened new Rio Tinto positions in Q4 2023 and 51 closed out, a net change of +68 holders.
  • The largest Rio Tinto buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest Rio Tinto seller in Q4 2023 was Capital World Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2023.