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RPM International

537 hedge funds and large institutions have $7.55B invested in RPM International in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $4.96M

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

26% more capital invested

Capital invested by funds: $6B → $7.55B (+$1.55B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 509537 (+28)

0.03% more ownership

Funds ownership: 77.65%77.69% (+0.03%)

25% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 197

Holders
537
Holders Change
+28
Holders Change %
+5.5%
% of All Funds
11.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
76
Increased
148
Reduced
197
Closed
43
Calls
$13.5M
Puts
$4.96M
Net Calls
+$8.51M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B -$46.8M -673,851 -5%
BlackRock
2
BlackRock
New York
$938M +$26.7M +384,804 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$755M -$42.9M -617,583 -6%
Aristotle Capital Management
4
Aristotle Capital Management
California
$688M +$366M +5,268,811 +135%
State Street
5
State Street
Massachusetts
$441M -$44.2M -636,551 -10%
ACM
6
Atlanta Capital Management
Georgia
$323M -$1.15M -16,528 -0.4%
WRF
7
Waddell & Reed Financial
Kansas
$130M -$3.98M -57,287 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$119M +$1.72M +24,693 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$109M -$1.37M -19,698 -1%
Norges Bank
10
Norges Bank
Norway
$103M +$912K +13,126 +1%
Northern Trust
11
Northern Trust
Illinois
$99.6M +$7.32M +105,274 +9%
TCM
12
TimesSquare Capital Management
New York
$86.9M -$9.45M -136,005 -11%
Bank of America
13
Bank of America
North Carolina
$85.8M -$2.43M -34,949 -3%
Principal Financial Group
14
Principal Financial Group
Iowa
$81.8M -$2.59M -37,256 -3%
CI
15
Cincinnati Insurance
Ohio
$77.6M
Goldman Sachs
16
Goldman Sachs
New York
$75.7M +$14.6M +209,596 +26%
Federated Hermes
17
Federated Hermes
Pennsylvania
$68.1M -$10.8M -154,982 -15%
CFC
18
Cincinnati Financial Corp
Ohio
$61.9M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$60.1M -$333K -4,795 -0.6%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$57.4M -$2.45M -35,179 -4%
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$56.6M -$12.4M -178,537 -19%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$56.2M -$14.1M -202,718 -21%
GKIM
23
GW&K Investment Management
Massachusetts
$53.9M +$215K +3,088 +0.4%
Wells Fargo
24
Wells Fargo
California
$52.2M -$2.05M -29,553 -4%
Charles Schwab
25
Charles Schwab
California
$48.9M -$262K -3,775 -0.6%

RPM Hedge Fund Activity: Q2 2020 in Review

537 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in RPM International (RPM) for Q2 2020, worth a combined $7.55B — up 26% from $6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new RPM positions and 43 closed out — a net gain of 33 holders — while 148 added to existing stakes and 197 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $366M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 537 institutional investors held RPM International (RPM) as of Q2 2020, up from 509 in Q1 2020.
  • Funds reported $7.55B of RPM International stock for Q2 2020, up 26% quarter-over-quarter.
  • 76 funds opened new RPM International positions in Q2 2020 and 43 closed out, a net change of +33 holders.
  • The largest RPM International buyer in Q2 2020 was Aristotle Capital Management, an estimated $366M added.
  • The largest RPM International seller in Q2 2020 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q2 2020.