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Rithm Capital

480 hedge funds and large institutions have $2.68B invested in Rithm Capital in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 140

5% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 61

1.26% less ownership

Funds ownership: 48.77%47.51% (-1.3%)

2% less funds holding

Funds holding: 492480 (-12)

7% less capital invested

Capital invested by funds: $2.87B → $2.68B (-$194M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

53% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $46.5M

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
58
Increased
192
Reduced
140
Closed
61
Calls
$21.8M
Puts
$46.5M
Net Calls
-$24.7M
Net Calls Change
-$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$531M +$2M +184,802 +0.4%
BlackRock
2
BlackRock
New York
$322M +$7.08M +653,360 +2%
State Street
3
State Street
Massachusetts
$102M +$6.63M +612,209 +7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$92M +$858K +79,142 +0.9%
SOMRS
5
State of Michigan Retirement System
Michigan
$91M
Bank of America
6
Bank of America
North Carolina
$80.5M -$41.8M -3,854,234 -34%
Norges Bank
7
Norges Bank
Norway
$76.1M +$1.92M +177,014 +3%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$70.8M +$23.1M +2,136,342 +49%
LSV Asset Management
9
LSV Asset Management
Illinois
$61M -$4.03M -372,300 -6%
Morgan Stanley
10
Morgan Stanley
New York
$58.2M -$9.03M -833,371 -13%
Charles Schwab
11
Charles Schwab
California
$58.1M -$50.2K -4,630 -0.1%
NSLI
12
Nan Shan Life Insurance
Taiwan
$48.6M
ACL
13
Azora Capital LP
Florida
$45.3M -$2.18M -201,041 -5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$39M +$353K +32,544 +0.9%
CC
15
Conversant Capital
New Jersey
$36.8M
First Trust Advisors
16
First Trust Advisors
Illinois
$35.8M +$15.7M +1,451,829 +78%
Northern Trust
17
Northern Trust
Illinois
$35.6M +$8.13M +750,656 +30%
Marshall Wace
18
Marshall Wace
United Kingdom
$34.8M -$21.8M -2,009,165 -38%
Millennium Management
19
Millennium Management
New York
$32.4M +$11.6M +1,066,856 +56%
Allianz Asset Management
20
Allianz Asset Management
Germany
$25.3M -$906K -83,605 -3%
NRCM
21
Northern Right Capital Management
Connecticut
$23.9M +$4.97M +458,944 +26%
UBS Group
22
UBS Group
Switzerland
$23.5M +$7.17M +661,933 +44%
BCM
23
BlueCrest Capital Management
Jersey
$23.1M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$20.8M +$1.73M +159,506 +9%
VanEck Associates
25
VanEck Associates
New York
$19.6M -$2.07M -190,637 -10%

RITM Hedge Fund Activity: Q4 2024 in Review

480 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rithm Capital (RITM) for Q4 2024, worth a combined $2.68B — down 6.8% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RITM and 58 opened new positions — a net loss of 3 holders — while 140 trimmed existing stakes and 192 added.

The largest buyer was Balyasny Asset Management, adding an estimated $23.1M. The largest seller was Bank of America, cutting an estimated $41.8M.

  • 480 institutional investors held Rithm Capital (RITM) as of Q4 2024, down from 492 in Q3 2024.
  • Funds reported $2.68B of Rithm Capital stock for Q4 2024, down 6.8% quarter-over-quarter.
  • 58 funds opened new Rithm Capital positions in Q4 2024 and 61 closed out, a net change of -3 holders.
  • The largest Rithm Capital buyer in Q4 2024 was Balyasny Asset Management, an estimated $23.1M added.
  • The largest Rithm Capital seller in Q4 2024 was Bank of America, an estimated $41.8M sold.

Based on aggregated 13F filings for Q4 2024.