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Regal Rexnord

410 hedge funds and large institutions have $10.1B invested in Regal Rexnord in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $9.19B → $10.1B (+$936M)

0.73% more ownership

Funds ownership: 98.75%99.48% (+0.73%)

1% less funds holding

Funds holding: 413410 (-3)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

19% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 161

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

30% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $40.5M

Holders
410
Holders Change
-3
Holders Change %
-0.73%
% of All Funds
6.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
131
Reduced
161
Closed
46
Calls
$28.5M
Puts
$40.5M
Net Calls
-$12.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
326
Lazard Asset Management
New York
$83K
PA
327
Parallel Advisors
California
$75.1K +$7.9K +58 +13%
IGWM
328
ICA Group Wealth Management
Colorado
$73.1K +$64.7K +475 New
Amundi
329
Amundi
France
$72.3K -$20K -147 -24%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$69K +$11.4K +84 +23%
GRP
331
Global Retirement Partners
California
$64K -$272 -2 -0.5%
RTC
332
Riverview Trust Company
Washington
$63.7K
SWM
333
Spire Wealth Management
Virginia
$62.5K +$17.4K +128 +46%
ANBT
334
American National Bank & Trust
Texas
$54K
Nomura Asset Management
335
Nomura Asset Management
Japan
$50.8K
HI
336
Harbour Investments
Wisconsin
$49.1K
AWM
337
AllSquare Wealth Management
New York
$48.1K
FHA
338
First Horizon Advisors
Tennessee
$47.9K
HIA
339
Harbor Investment Advisory
Maryland
$46.6K -$8.98K -66 -18%
BWM
340
BerganKDV Wealth Management
Minnesota
$38.5K
AF
341
Advisornet Financial
Minnesota
$38.5K +$136 +1 +0.4%
JFGIW
342
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.6K
MTIC
343
Missouri Trust & Investment Company
Missouri
$34.6K -$3.4K -25 -10%
BONH
344
Bank of New Hampshire
New Hampshire
$30.8K
UB
345
UMB Bank
Missouri
$30.3K
JWM
346
Janiczek Wealth Management
Colorado
$29.9K -$1.77K -13 -6%
DGAM
347
Desjardins Global Asset Management
Quebec, Canada
$27.7K +$408 +3 +2%
RCM
348
Raleigh Capital Management
North Carolina
$24.5K +$17.8K +131 +468%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$22.5K +$5.04K +37 +34%
VSQM
350
V-Square Quantitative Management
Illinois
$20.6K +$18.2K +134 New