We are live on ! Find out more
RRX icon

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
GWS
376
Glassman Wealth Services
Virginia
$4K
CAM
377
ClariVest Asset Management
California
$4K
GEA
378
Glen Eagle Advisors
New Jersey
$3.75K +$136 +1 +4%
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$3.54K
BIA
380
Bell Investment Advisors
California
$3.39K -$2.45K -18 -45%
EARNEST Partners
381
EARNEST Partners
Georgia
$3.08K
RWPA
382
Richard W. Paul & Associates
Michigan
$3.08K
AWM
383
Avior Wealth Management
Nebraska
$2.77K +$2.45K +18 New
BHWM
384
Bay Harbor Wealth Management
Maryland
$2.46K
Fuller & Thaler Asset Management
385
Fuller & Thaler Asset Management
California
$2.46K
BAAM
386
Baker Avenue Asset Management
California
$2.45K -$136 -1 -6%
CAL
387
Capital Advisors Ltd
Ohio
$2K -$1.77K -13 -57%
PPC
388
Park Place Capital
Alabama
$1.85K
VCM
389
Versant Capital Management
Arizona
$1.85K +$681 +5 +71%
GJIA
390
Glass Jacobson Investment Advisors
Maryland
$1.85K +$1.63K +12 New
M
391
MOTCO
Texas
$1.85K +$1.63K +12 New
GI
392
Gradient Investments
Minnesota
$1.39K +$1.23K +9 New
SSB
393
Sandy Spring Bank
Maryland
$1.23K
EWA
394
EverSource Wealth Advisors
Alabama
$1.23K +$272 +2 +33%
PTC
395
Private Trust Company
Ohio
$1.23K
SWA
396
Sutton Wealth Advisors
Florida
$1.23K
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$1.23K +$953 +7 +700%
CAS
398
Coppell Advisory Solutions
Texas
$1.22K +$1.09K +8 New
CA
399
Centerpoint Advisors
Massachusetts
$1K
TFA
400
Transamerica Financial Advisors
Florida
$1K