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Rivian

709 hedge funds and large institutions have $15.4B invested in Rivian in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 232 increasing their positions, 198 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 80

17% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 198

6% more funds holding

Funds holding: 669709 (+40)

4.74% more ownership

Funds ownership: 64.55%69.3% (+4.7%)

5% more capital invested

Capital invested by funds: $14.7B → $15.4B (+$706M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.61B

Holders
709
Holders Change
+40
Holders Change %
+5.98%
% of All Funds
10.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
126
Increased
232
Reduced
198
Closed
80
Calls
$1.4B
Puts
$1.61B
Net Calls
-$207M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
26
T. Rowe Price Investment Management
Maryland
$70.6M -$23.7M -1,261,580 -30%
Coatue Management
27
Coatue Management
New York
$60.7M -$9.17M -487,881 -16%
N
28
Nuveen
North Carolina
$57.9M +$236K +12,540 +0.5%
SEP
29
Soma Equity Partners
California
$56.9M +$17.4M +923,081 +62%
Charles Schwab
30
Charles Schwab
California
$56.2M +$2.1M +111,512 +5%
Barclays
31
Barclays
United Kingdom
$52.3M -$8.23M -437,942 -16%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$50.5M +$710K +37,781 +2%
BAMCO Inc
33
BAMCO Inc
New York
$50.5M -$7.14M -379,787 -15%
SPPAM
34
Summit Partners Public Asset Management
Massachusetts
$50.2M +$2.53M +134,519 +7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$48.3M -$733K -39,000 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$46.8M +$25.2M +1,342,471 +206%
Deutsche Bank
37
Deutsche Bank
Germany
$46.1M +$15.1M +804,328 +69%
Amundi
38
Amundi
France
$44.3M +$752K +39,987 +2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$39.3M -$216K -11,502 -0.7%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$35.4M +$5.63M +299,593 +25%
JP Morgan Chase
41
JP Morgan Chase
New York
$31.4M +$1.11M +58,892 +5%
Millennium Management
42
Millennium Management
New York
$29.2M -$60M -3,193,521 -72%
Capital Research Global Investors
43
Capital Research Global Investors
California
$26.4M -$173M -9,187,134 -89%
National Pension Service
44
National Pension Service
South Korea
$25.3M
GGH
45
GCM Grosvenor Holdings
Illinois
$24.5M
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$23.9M +$268K +14,253 +1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$22.2M -$593K -31,552 -3%
CS
48
Credit Suisse
Switzerland
$22M +$148K +7,891 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.3M +$1.5M +79,834 +11%
Wells Fargo
50
Wells Fargo
California
$19.2M +$8.66M +460,416 +129%

RIVN Hedge Fund Activity: Q4 2023 in Review

709 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rivian (RIVN) for Q4 2023, worth a combined $15.4B — up 4.8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new RIVN positions and 80 closed out — a net gain of 46 holders — while 232 added to existing stakes and 198 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $480M. The largest seller was Capital Research Global Investors, cutting an estimated $173M.

  • 709 institutional investors held Rivian (RIVN) as of Q4 2023, up from 669 in Q3 2023.
  • Funds reported $15.4B of Rivian stock for Q4 2023, up 4.8% quarter-over-quarter.
  • 126 funds opened new Rivian positions in Q4 2023 and 80 closed out, a net change of +46 holders.
  • The largest Rivian buyer in Q4 2023 was T. Rowe Price Associates, an estimated $480M added.
  • The largest Rivian seller in Q4 2023 was Capital Research Global Investors, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2023.