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Regal Rexnord

410 hedge funds and large institutions have $10.1B invested in Regal Rexnord in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $9.19B → $10.1B (+$936M)

0.73% more ownership

Funds ownership: 98.75%99.48% (+0.73%)

1% less funds holding

Funds holding: 413410 (-3)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

19% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 161

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

30% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $40.5M

Holders
410
Holders Change
-3
Holders Change %
-0.73%
% of All Funds
6.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
131
Reduced
161
Closed
46
Calls
$28.5M
Puts
$40.5M
Net Calls
-$12.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
276
Yorktown Management & Research Company
Virginia
$354K +$313K +2,300 New
HSBC Holdings
277
HSBC Holdings
United Kingdom
$350K -$33.5K -246 -10%
PO
278
Private Ocean
California
$350K
HighTower Advisors
279
HighTower Advisors
Illinois
$334K +$298K +2,188 New
AA
280
ALPS Advisors
Colorado
$324K +$2.04K +15 +0.7%
PRWA
281
Platte River Wealth Advisors
Colorado
$322K +$285K +2,090 New
US Bancorp
282
US Bancorp
Minnesota
$321K -$3.54K -26 -1%
TC
283
Telemus Capital
Michigan
$315K -$272 -2 -0.1%
II
284
Inspire Investing
Idaho
$314K +$13.2K +97 +5%
CCM
285
Coldstream Capital Management
Washington
$312K +$7.21K +53 +3%
KWM
286
Keebeck Wealth Management
Illinois
$309K
PA
287
Profund Advisors
Maryland
$307K -$51.2K -376 -16%
RP
288
Riverwater Partners
Wisconsin
$305K +$40.8K +300 +18%
FA
289
FDx Advisors
Illinois
$301K -$21.5K -158 -7%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$292K
HC
291
Henshaw Capital
Massachusetts
$292K
IFS
292
Ifrah Financial Services
Arkansas
$285K +$408 +3 +0.2%
FFM
293
Forum Financial Management
Illinois
$279K
RJT
294
Raymond James Trust
Florida
$272K +$39.8K +292 +20%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$270K -$3.81K -28 -2%
IWC
296
Integrated Wealth Concepts
Massachusetts
$270K +$239K +1,756 New
GCP
297
GSA Capital Partners
United Kingdom
$248K +$219K +1,610 New
RDWM
298
Red Door Wealth Management
Tennessee
$240K +$212K +1,558 New
TWC
299
TD Waterhouse Canada
Ontario, Canada
$240K -$9.8K -72 -4%
BWM
300
Buckley Wealth Management
Nevada
$239K +$211K +1,553 New