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Regal Rexnord

259 hedge funds and large institutions have $3.36B invested in Regal Rexnord in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

2% more funds holding

Funds holding: 253259 (+6)

1.55% more ownership

Funds ownership: 93.71%95.27% (+1.6%)

2% less capital invested

Capital invested by funds: $3.42B → $3.36B (-$65.6M)

2% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 98

31% less call options, than puts

Call options by funds: $610K | Put options by funds: $883K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
6.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
96
Reduced
98
Closed
18
Calls
$610K
Puts
$883K
Net Calls
-$273K
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
226
Quantbot Technologies
New York
$60K +$60.8K +761 New
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$49K -$1.12K -14 -2%
IR
228
Invictus RG
Bermuda
$47K -$66K -827 -58%
AG
229
Advisor Group
Arizona
$43K +$5.35K +67 +14%
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$41K -$2.95K -37 -7%
DVM
231
Dreman Value Management
Florida
$34K
ClearBridge Investments
232
ClearBridge Investments
New York
$33K +$1.12K +14 +4%
Fuller & Thaler Asset Management
233
Fuller & Thaler Asset Management
California
$32K +$31.9K +400 New
NFG
234
Next Financial Group
Texas
$24K
Barrow, Hanley, Mewhinney & Strauss
235
Barrow, Hanley, Mewhinney & Strauss
Texas
$22K
PHK
236
Point72 Hong Kong
Hong Kong
$20K +$19.8K +248 New
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$17K +$1.12K +14 +7%
OIA
238
OneDigital Investment Advisors
Kansas
$15K -$4.71K -59 -24%
AIL
239
AGF Investments LLC
Ontario, Canada
$15K
FANJ
240
Financial Architects (New Jersey)
New Jersey
$14K -$4.87K -61 -26%
Bessemer Group
241
Bessemer Group
New Jersey
$14K
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$13K -$80 -1 -0.6%
GRP
243
Global Retirement Partners
California
$12K
TG
244
TLP Group
Illinois
$10K +$10.5K +131 New
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$9K -$63.9K -800 -87%
WA
246
WealthTrust-Arizona
Arizona
$9K
GAM
247
Gemmer Asset Management
California
$8K
TRCT
248
Tower Research Capital (TRC)
New York
$8K +$7.98K +100 New
CFG
249
Citizens Financial Group
Rhode Island
$6K -$1.76K -22 -22%
ASN
250
Advisory Services Network
Georgia
$6K

RRX Hedge Fund Activity: Q3 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q3 2017, worth a combined $3.36B — down 1.9% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RRX positions and 18 closed out — a net gain of 11 holders — while 96 added to existing stakes and 98 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $20.3M. The largest seller was Cambiar Investors, exiting entirely with an estimated $18.6M sold.

  • 259 institutional investors held Regal Rexnord (RRX) as of Q3 2017, up from 253 in Q2 2017.
  • Funds reported $3.36B of Regal Rexnord stock for Q3 2017, down 1.9% quarter-over-quarter.
  • 29 funds opened new Regal Rexnord positions in Q3 2017 and 18 closed out, a net change of +11 holders.
  • The largest Regal Rexnord buyer in Q3 2017 was Principal Financial Group, an estimated $20.3M added.
  • The largest Regal Rexnord seller in Q3 2017 was Cambiar Investors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2017.