Regal Rexnord
266 hedge funds and large institutions have $2.79B invested in Regal Rexnord in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 115 reducing their positions, and 45 closing their positions.
1.4% less ownership
Funds ownership: 93.69% → 92.29% (-1.4%)
5% less funds holding
Funds holding: 280 → 266 (-14)
17% less capital invested
Capital invested by funds: $3.36B → $2.79B (-$567M)
31% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 45
33% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 115
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$28.9M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$24.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$16.9M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$10.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$85.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.9M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$14.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$13.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Group One Trading
Chicago,
Illinois
| – | -$58K | -700 | Closed |
|
|
TG
302
TLP Group
Evanston,
Illinois
| – | -$50K | -605 | Closed |
|
|
NFG
303
Next Financial Group
Houston,
Texas
| – | -$16K | -200 | Closed |
|
|
PA
304
Parallel Advisors
San Francisco,
California
| – | -$13K | -157 | Closed |
|
305
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$13K | -153 | Closed |
|
|
SPIA
306
Steward Partners Investment Advisory
New York
| – | -$12K | -147 | Closed |
|
|
ASN
307
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -69 | Closed |
|
|
ML
308
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$4K | -54 | Closed |
|
|
CPIG
309
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$3K | -50 | Closed |
|
|
WSTAM
310
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$1K | -17 | Closed |
|
RRX Hedge Fund Activity: Q4 2018 in Review
266 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2018, worth a combined $2.79B — down 17% from $3.36B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of RRX and 31 opened new positions — a net loss of 14 holders — while 115 trimmed existing stakes and 77 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $28.9M. The largest seller was Fidelity Investments, cutting an estimated $85.1M.
- 266 institutional investors held Regal Rexnord (RRX) as of Q4 2018, down from 280 in Q3 2018.
- Funds reported $2.79B of Regal Rexnord stock for Q4 2018, down 17% quarter-over-quarter.
- 31 funds opened new Regal Rexnord positions in Q4 2018 and 45 closed out, a net change of -14 holders.
- The largest Regal Rexnord buyer in Q4 2018 was Thrivent Financial for Lutherans, an estimated $28.9M added.
- The largest Regal Rexnord seller in Q4 2018 was Fidelity Investments, an estimated $85.1M sold.
Based on aggregated 13F filings for Q4 2018.