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Regal Rexnord

412 hedge funds and large institutions have $9.03B invested in Regal Rexnord in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 142 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $20.3M

4% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 142

0.49% more ownership

Funds ownership: 99.88%100.36% (+0.49%)

5% less funds holding

Funds holding: 435412 (-23)

24% less capital invested

Capital invested by funds: $11.9B → $9.03B (-$2.9B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
412
Holders Change
-23
Holders Change %
-5.29%
% of All Funds
5.95%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
48
Increased
148
Reduced
142
Closed
65
Calls
$27.5M
Puts
$20.3M
Net Calls
+$7.15M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Coldstream Capital Management
Washington
$312K -$40.9K -263 -10%
YMRC
277
Yorktown Management & Research Company
Virginia
$311K
UCFA
278
United Capital Financial Advisors
Texas
$310K -$5.29K -34 -1%
HEIP
279
Hudson Edge Investment Partners
New Jersey
$309K +$64.9K +417 +22%
BAM
280
Blueshift Asset Management
New Jersey
$306K +$352K +2,263 New
SOW
281
State of Wyoming
Wyoming
$305K -$18.5K -119 -5%
KA
282
Kovack Advisors
Florida
$305K +$351K +2,257 New
Envestnet Portfolio Solutions
283
Envestnet Portfolio Solutions
Illinois
$305K -$67.7K -435 -16%
NS
284
NBC Securities
Alabama
$300K +$119K +765 +53%
PO
285
Private Ocean
California
$300K
HighTower Advisors
286
HighTower Advisors
Illinois
$299K -$22.4K -144 -6%
BRWA
287
B. Riley Wealth Advisors
Florida
$292K +$335K +2,152 New
FTWA
288
Fifth Third Wealth Advisors
Ohio
$290K +$334K +2,144 New
D.E. Shaw & Co
289
D.E. Shaw & Co
New York
$280K +$322K +2,072 New
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$274K -$5.13K -33 -2%
KWM
291
Keebeck Wealth Management
Illinois
$271K
BPA
292
Beacon Pointe Advisors
California
$271K +$64.1K +412 +26%
YDMI
293
Y.D. More Investments
Israel
$270K
II
294
Inspire Investing
Idaho
$264K -$81.5K -524 -21%
TPI
295
Trust Point Inc
Wisconsin
$260K +$12.3K +79 +4%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$257K
US Bancorp
297
US Bancorp
Minnesota
$249K -$37.6K -242 -12%
MML Investors Services
298
MML Investors Services
Massachusetts
$248K -$127K -816 -31%
FFM
299
Forum Financial Management
Illinois
$246K +$1.09K +7 +0.4%
TA
300
Tectonic Advisors
Texas
$246K +$41.5K +267 +17%

RRX Hedge Fund Activity: Q2 2024 in Review

412 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q2 2024, worth a combined $9.03B — down 24% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of RRX and 48 opened new positions — a net loss of 17 holders — while 142 trimmed existing stakes and 148 added.

The largest buyer was Victory Capital Management, adding an estimated $87.7M. The largest seller was Janus Henderson Group, cutting an estimated $82.5M.

  • 412 institutional investors held Regal Rexnord (RRX) as of Q2 2024, down from 435 in Q1 2024.
  • Funds reported $9.03B of Regal Rexnord stock for Q2 2024, down 24% quarter-over-quarter.
  • 48 funds opened new Regal Rexnord positions in Q2 2024 and 65 closed out, a net change of -17 holders.
  • The largest Regal Rexnord buyer in Q2 2024 was Victory Capital Management, an estimated $87.7M added.
  • The largest Regal Rexnord seller in Q2 2024 was Janus Henderson Group, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2024.