We are live on ! Find out more
RRX icon

Regal Rexnord

428 hedge funds and large institutions have $7.74B invested in Regal Rexnord in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 149 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 46

9% more funds holding

Funds holding: 394428 (+34)

3.36% less ownership

Funds ownership: 102.98%99.62% (-3.4%)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 149

19% less capital invested

Capital invested by funds: $9.58B → $7.74B (-$1.84B)

21% less call options, than puts

Call options by funds: $44.8M | Put options by funds: $56.7M

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

Holders
428
Holders Change
+34
Holders Change %
+8.63%
% of All Funds
6.88%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
86
Increased
128
Reduced
149
Closed
46
Calls
$44.8M
Puts
$56.7M
Net Calls
-$11.9M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Kolinsky Wealth Management
New Jersey
$235K +$147K +1,123 New
II
302
Inspire Investing
Idaho
$235K +$62.5K +477 +32%
CCM
303
Coldstream Capital Management
Washington
$229K +$250K +1,910 New
IFS
304
Ifrah Financial Services
Arkansas
$228K -$3.15K -24 -1%
TRCT
305
Tower Research Capital (TRC)
New York
$228K -$218K -1,665 -47%
HC
306
Henshaw Capital
Massachusetts
$228K
IB
307
Intrust Bank
Kansas
$224K -$54.5K -416 -18%
PFO
308
Pathstone Family Office
New Jersey
$223K -$300K -2,285 -54%
FFM
309
Forum Financial Management
Illinois
$217K
RWM
310
Ritholtz Wealth Management
New York
$215K -$77.9K -594 -25%
BAM
311
Blueshift Asset Management
New Jersey
$212K +$232K +1,766 New
KAS
312
Kestra Advisory Services
Texas
$212K +$29K +221 +14%
ST
313
Smithfield Trust
Pennsylvania
$203K +$19.9K +152 +10%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$202K -$120K -915 -35%
RP
315
Riverwater Partners
Wisconsin
$202K
PAS
316
Park Avenue Securities
New York
$201K -$3.8K -29 -2%
TWC
317
TD Waterhouse Canada
Ontario, Canada
$200K -$30.8K -235 -13%
SOW
318
State of Wyoming
Wyoming
$182K -$19.3K -147 -9%
Dimensional Fund Advisors
319
Dimensional Fund Advisors
Texas
$170K -$33.1M -252,722 -15%
National Bank of Canada
320
National Bank of Canada
Quebec, Canada
$149K +$787 +6 +0.5%
Bank Julius Baer & Co
321
Bank Julius Baer & Co
Switzerland
$147K +$2.49K +19 +2%
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$134K -$1.29M -9,877 -90%
QCG
323
Quadrant Capital Group
Ohio
$131K -$35.9K -274 -20%
BC
324
Burleson & Co
California
$120K
IA
325
IFP Advisors
Florida
$117K -$21K -160 -11%