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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
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$7K
EI
277
Ellevest Inc
New York
$7K +$3.32K +35 +85%
LAS
278
Lloyd Advisory Services
Georgia
$7K +$6.92K +73 New
BFC
279
Bedel Financial Consulting
Indiana
$6K
BCA
280
Berman Capital Advisors
Georgia
$5K
CAM
281
ClariVest Asset Management
California
$5K
TWA
282
TCI Wealth Advisors
Arizona
$5K
VI
283
Vestcor Inc
New Brunswick, Canada
$5K
FHC
284
First Horizon Corporation
Tennessee
$5K +$5.78K +61 New
CTC
285
Central Trust Company
Missouri
$3K -$948 -10 -25%
AII
286
AGF Investments Inc
Ontario, Canada
$3K -$569 -6 -17%
CAW
287
Cornerstone Advisors (Washington)
Washington
$3K
IA
288
IFP Advisors
Florida
$3K
CA
289
Crewe Advisors
Utah
$3K +$2.56K +27 New
Millennium Management
290
Millennium Management
New York
$2.81K -$4.4M -46,449 -61%
EARNEST Partners
291
EARNEST Partners
Georgia
$2K
WT
292
Washington Trust
Rhode Island
$2K +$190 +2 +10%
BHWM
293
Bay Harbor Wealth Management
Maryland
$2K +$284 +3 +13%
LC
294
Lindbrook Capital
California
$1K +$569 +6 New
TPCW
295
TD Private Client Wealth
New York
$657
WC
296
Walthausen & Co
New York
-$5.03M -57,610 Closed
Canada Pension Plan Investment Board
297
Canada Pension Plan Investment Board
Ontario, Canada
-$4.49M -51,443 Closed
OCM
298
Olstein Capital Management
New York
-$3.84M -43,964 Closed
EF
299
Empirical Finance
Pennsylvania
-$1.26M -14,447 Closed
QSS
300
Quantitative Systematic Strategies
Florida
-$1.01M -11,567 Closed

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.