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Regal Rexnord
RRX

439 hedge funds and large institutions have $10.7B invested in Regal Rexnord in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

16% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $36.9M

3.03% more ownership

Funds ownership: 100.83% → 103.87% (+3%)

4% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 153

0% more funds holding

Funds holding: 437 → 439 (+2)

4% less capital invested

Capital invested by funds: $11.1B → $10.7B (-$473M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
59
Increased
159
Reduced
153
Closed
49
Calls
$42.7M
Puts
$36.9M
Net Calls
+$5.84M
Net Calls Change
+$7.11M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$85.5M
2
N
Nuveen
North Carolina
+$67.5M
3
Victory Capital Management
Victory Capital Management
Texas
+$61.5M
4
CC
Cartenna Capital
Connecticut
+$60.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$54.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$84.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$83.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.4M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$43.6M
5
SBH
Segall Bryant & Hamill
Illinois
-$41.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
251
State of Wyoming
Wyoming
$560K +$131K +773 +27%
MCM
252
Manchester Capital Management
Vermont
$555K – – –
OQS
253
Occudo Quantitative Strategies
Florida
$550K +$599K +3,546 New
SI
254
Sapience Investments
California
$542K -$179K -1,060 -23%
TWC
255
TD Waterhouse Canada
Ontario, Canada
$540K -$5.41K -32 -0.9%
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$540K +$3.89K +23 +0.7%
Wealth Enhancement Advisory Services
257
Wealth Enhancement Advisory Services
Minnesota
$540K +$58.5K +346 +11%
M&T Bank
258
M&T Bank
New York
$535K +$29.6K +175 +5%
HighTower Advisors
259
HighTower Advisors
Illinois
$513K +$144K +855 +35%
FMI
260
F/M Investments
District of Columbia
$473K +$515K +3,047 New
TPW
261
Transatlantique Private Wealth
New York
$466K -$11.3K -67 -2%
Brown Advisory
262
Brown Advisory
Maryland
$466K +$507K +3,003 New
AWM
263
Avior Wealth Management
Nebraska
$460K -$36.5K -216 -7%
CL
264
Choreo LLC
Illinois
$454K -$94.5K -559 -16%
VAS
265
Vestmark Advisory Solutions
Massachusetts
$451K +$143K +845 +41%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$437K +$31.6K +187 +7%
PWP
267
Perfromance Wealth Partners
Illinois
$428K – – –
TC
268
Trust Company
Kansas
$413K +$450K +2,665 New
AAS
269
Avantax Advisory Services
Texas
$408K +$26.7K +158 +6%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$407K +$51.5K +305 +13%
IGAM
271
iA Global Asset Management
Quebec, Canada
$407K – – –
Osaic Holdings
272
Osaic Holdings
Arizona
$395K +$29.2K +173 +7%
MS
273
Maven Securities
Jersey
$394K -$272K -1,609 -39%
SCM
274
Shelton Capital Management
Colorado
$390K -$18.4K -109 -4%
TA
275
Tectonic Advisors
Texas
$388K +$87.4K +517 +26%
9 10
11
12 13

RRX Hedge Fund Activity: Q4 2024 in Review

439 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2024, worth a combined $10.7B — down 4.2% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RRX positions and 49 closed out — a net gain of 10 holders — while 159 added to existing stakes and 153 trimmed.

The largest buyer was UBS Group, adding an estimated $85.5M. The largest seller was Capital World Investors, cutting an estimated $84.1M.

  • 439 institutional investors held Regal Rexnord (RRX) as of Q4 2024, up from 437 in Q3 2024.
  • Funds reported $10.7B of Regal Rexnord stock for Q4 2024, down 4.2% quarter-over-quarter.
  • 59 funds opened new Regal Rexnord positions in Q4 2024 and 49 closed out, a net change of +10 holders.
  • The largest Regal Rexnord buyer in Q4 2024 was UBS Group, an estimated $85.5M added.
  • The largest Regal Rexnord seller in Q4 2024 was Capital World Investors, an estimated $84.1M sold.

Based on aggregated 13F filings for Q4 2024.