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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
SPIA
351
Steward Partners Investment Advisory
New York
$19.9K +$1.23K +9 +7%
Fidelity International
352
Fidelity International
Bermuda
$19.5K +$7.08K +52 +69%
C
353
Covestor
United Kingdom
$18K +$408 +3 +3%
BWS
354
Buck Wealth Strategies
Colorado
$16.5K +$14.6K +107 New
EIM
355
Essex Investment Management
Massachusetts
$15.4K
YAL
356
Your Advocates Ltd
Texas
$15.4K +$6.81K +50 +100%
CA
357
Crewe Advisors
Utah
$12.3K +$7.49K +55 +220%
AA
358
Ancora Advisors
Ohio
$11.8K
WTG
359
West Tower Group
Virginia
$11.7K +$10.3K +76 New
MAM
360
Marquette Asset Management
Minnesota
$10.6K +$9.39K +69 New
LC
361
Lindbrook Capital
California
$10.3K +$136 +1 +2%
WTA
362
Washington Trust Advisors
Massachusetts
$10.2K
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$8.62K -$2.45K -18 -24%
WT
364
Washington Trust
Rhode Island
$8.62K +$3K +22 +65%
CMBA
365
C.M. Bidwell & Associates
Hawaii
$8.48K
NA
366
NewEdge Advisors
Louisiana
$8.31K +$1.09K +8 +17%
CWC
367
Carolinas Wealth Consulting
North Carolina
$7.71K -$3.68K -27 -35%
HNB
368
Huntington National Bank
Ohio
$7.39K -$26.3K -193 -80%
TPCW
369
TD Private Client Wealth
New York
$6.77K
HF
370
Halpern Financial
Virginia
$6.77K +$5.99K +44 New
CFD
371
Creative Financial Designs
Indiana
$6.34K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$4.62K
AF
373
Allworth Financial
California
$4.62K +$1.63K +12 +67%
KFI
374
Key Financial Inc
Pennsylvania
$4.31K +$3.81K +28 New
PFBT
375
Parkside Financial Bank & Trust
Missouri
$4K