Regal Rexnord
294 hedge funds and large institutions have $3.28B invested in Regal Rexnord in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 20 closing their positions.
601% more call options, than puts
Call options by funds: $7.67M | Put options by funds: $1.09M
180% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 20
26% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 89
14% more funds holding
Funds holding: 259 → 294 (+35)
1.52% more ownership
Funds ownership: 95.27% → 96.78% (+1.5%)
2% less capital invested
Capital invested by funds: $3.36B → $3.28B (-$75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$24.2M |
| 2 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$16.5M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$13.8M |
| 4 |
BlackRock
New York
|
+$13.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$51.6M |
| 2 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$15.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$14.5M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$11.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PM
301
Parametrica Management
Wanchai,
Hong Kong
| – | -$293K | -3,707 | Closed |
|
|
CWM
302
CIBC World Markets
New York
| – | -$292K | -3,700 | Closed |
|
|
OI
303
Oakbrook Investments
Lisle,
Illinois
| – | -$261K | -3,300 | Closed |
|
|
MF
304
Magnetar Financial
Evanston,
Illinois
| – | -$246K | -3,117 | Closed |
|
|
N
305
Natixis
Paris,
France
| – | -$232K | -2,933 | Closed |
|
306
Credit Agricole
Montrouge Cedex,
France
| – | -$103K | -1,309 | Closed |
|
|
IR
307
Invictus RG
Hamilton,
Bermuda
| – | -$47K | -592 | Closed |
|
|
NFG
308
Next Financial Group
Houston,
Texas
| – | -$24K | -300 | Closed |
|
309
Bessemer Group
Woodbridge,
New Jersey
| – | -$14K | -173 | Closed |
|
310
AssetMark Inc
Concord,
California
| – | -$3K | -34 | Closed |
|
311
Parallax Volatility Advisers
San Francisco,
California
| – | -$3K | -34 | Closed |
|
|
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$1K | -16 | Closed |
|
|
VIA
313
Vantage Investment Advisors
State College,
Pennsylvania
| – | +$78 | +1 | New |
|
314
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$233 | +3 | New |
|
RRX Hedge Fund Activity: Q4 2017 in Review
294 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2017, worth a combined $3.28B — down 2.2% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new RRX positions and 20 closed out — a net gain of 36 holders — while 112 added to existing stakes and 89 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $24.2M. The largest seller was JP Morgan Chase, cutting an estimated $51.6M.
- 294 institutional investors held Regal Rexnord (RRX) as of Q4 2017, up from 259 in Q3 2017.
- Funds reported $3.28B of Regal Rexnord stock for Q4 2017, down 2.2% quarter-over-quarter.
- 56 funds opened new Regal Rexnord positions in Q4 2017 and 20 closed out, a net change of +36 holders.
- The largest Regal Rexnord buyer in Q4 2017 was LSV Asset Management, an estimated $24.2M added.
- The largest Regal Rexnord seller in Q4 2017 was JP Morgan Chase, an estimated $51.6M sold.
Based on aggregated 13F filings for Q4 2017.