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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
BBHC
276
Brown Brothers Harriman & Co
New York
$385K +$25.3K +150 +6%
WANY
277
Wealthspire Advisors (New York)
New York
$379K +$24.3K +144 +6%
UCFA
278
United Capital Financial Advisors
Texas
$376K -$12K -71 -3%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$372K +$17.2K +102 +4%
OAM
280
Oppenheimer Asset Management
New York
$370K +$76.7K +454 +23%
Holocene Advisors
281
Holocene Advisors
New York
$370K +$403K +2,386 New
BRWA
282
B. Riley Wealth Advisors
Florida
$368K +$44.6K +264 +13%
LFP
283
Leeward Financial Partners
Washington
$366K – – –
CCM
284
Coldstream Capital Management
Washington
$361K -$17.9K -106 -4%
MMCM
285
Murphy & Mullick Capital Management
New York
$359K +$391K +2,316 New
AI
286
Atria Investments
North Carolina
$358K +$128K +759 +49%
Cerity Partners
287
Cerity Partners
New York
$353K -$82.1K -486 -18%
KA
288
Kovack Advisors
Florida
$350K – – –
FTWA
289
Fifth Third Wealth Advisors
Ohio
$340K +$1.52K +9 +0.4%
MC
290
Moors & Cabot
Massachusetts
$332K +$14.4K +85 +4%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$320K +$17.1K +101 +5%
IAN
292
Integrated Advisors Network
Texas
$319K +$348K +2,057 New
AWM
293
AE Wealth Management
Kansas
$315K +$343K +2,031 New
KWM
294
Keebeck Wealth Management
Illinois
$311K – – –
YDMI
295
Y.D. More Investments
Israel
$310K – – –
FFM
296
Forum Financial Management
Illinois
$307K +$27.5K +163 +9%
TPI
297
Trust Point Inc
Wisconsin
$298K +$27K +160 +9%
OC
298
Oarsman Capital
Wisconsin
$288K -$42.2K -250 -12%
MML Investors Services
299
MML Investors Services
Massachusetts
$277K +$1.18K +7 +0.4%
IFS
300
Ifrah Financial Services
Arkansas
$275K -$3.72K -22 -1%
10 11
12
13 14

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.