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Regal Rexnord

296 hedge funds and large institutions have $3.64B invested in Regal Rexnord in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $3.41B → $3.64B (+$232M)

5% more funds holding

Funds holding: 281296 (+15)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

3.62% less ownership

Funds ownership: 99.13%95.5% (-3.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

66% less call options, than puts

Call options by funds: $2.39M | Put options by funds: $6.94M

Holders
296
Holders Change
+15
Holders Change %
+5.34%
% of All Funds
5.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
103
Reduced
107
Closed
27
Calls
$2.39M
Puts
$6.94M
Net Calls
-$4.55M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
251
Private Capital Group
Connecticut
$117K -$664 -7 -0.6%
CFGS
252
Concourse Financial Group Securities
Alabama
$101K +$7.3K +77 +8%
AWM
253
AllSquare Wealth Management
New York
$47K
PI
254
PEAK6 Investments
Illinois
$47K +$47.7K +503 New
QCG
255
Quadrant Capital Group
Ohio
$46K
S
256
SignatureFD
Georgia
$43K +$1.71K +18 +4%
CI Investments Inc
257
CI Investments Inc
Ontario, Canada
$42K +$42K +443 New
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$41K +$13.3K +140 +47%
RTC
259
Riverview Trust Company
Washington
$39K
PA
260
Parallel Advisors
California
$35K
AIL
261
AGF Investments LLC
Ontario, Canada
$28K +$24K +253 +602%
MC
262
Maverick Capital
Texas
$28K +$28.2K +297 New
BWM
263
BerganKDV Wealth Management
Minnesota
$23K
HNB
264
Huntington National Bank
Ohio
$18K +$284 +3 +2%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$13K
AAMU
266
Amundi Asset Management US
Massachusetts
$12K
CIA
267
CSat Investment Advisory
Michigan
$12K +$1.42K +15 +14%
TAIM
268
TD Ameritrade Investment Management
Nebraska
$11K +$474 +5 +4%
AAM
269
Advisors Asset Management
Colorado
$11K +$11.2K +118 New
GAM
270
Gemmer Asset Management
California
$10K
APA
271
American Portfolios Advisors
New York
$9.67K +$4.64K +49 +91%
GRP
272
Global Retirement Partners
California
$9K -$5.59K -59 -38%
SPIA
273
Steward Partners Investment Advisory
New York
$9K
JWM
274
Janiczek Wealth Management
Colorado
$9K +$9.57K +101 New
HR
275
Howe & Rusling
New York
$8K +$1.9K +20 +33%

RRX Hedge Fund Activity: Q3 2020 in Review

296 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q3 2020, worth a combined $3.64B — up 6.8% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RRX positions and 27 closed out — a net gain of 17 holders — while 103 added to existing stakes and 107 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $38.3M. The largest seller was Bank Julius Baer & Co, cutting an estimated $115M.

  • 296 institutional investors held Regal Rexnord (RRX) as of Q3 2020, up from 281 in Q2 2020.
  • Funds reported $3.64B of Regal Rexnord stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 44 funds opened new Regal Rexnord positions in Q3 2020 and 27 closed out, a net change of +17 holders.
  • The largest Regal Rexnord buyer in Q3 2020 was ClearBridge Investments, an estimated $38.3M added.
  • The largest Regal Rexnord seller in Q3 2020 was Bank Julius Baer & Co, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2020.