We are live on ! Find out more
RRX icon

Regal Rexnord
RRX

439 hedge funds and large institutions have $10.7B invested in Regal Rexnord in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

16% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $36.9M

3.03% more ownership

Funds ownership: 100.83% → 103.87% (+3%)

4% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 153

0% more funds holding

Funds holding: 437 → 439 (+2)

4% less capital invested

Capital invested by funds: $11.1B → $10.7B (-$473M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
59
Increased
159
Reduced
153
Closed
49
Calls
$42.7M
Puts
$36.9M
Net Calls
+$5.84M
Net Calls Change
+$7.11M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$85.5M
2
N
Nuveen
North Carolina
+$67.5M
3
Victory Capital Management
Victory Capital Management
Texas
+$61.5M
4
CC
Cartenna Capital
Connecticut
+$60.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$54.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$84.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$83.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.4M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$43.6M
5
SBH
Segall Bryant & Hamill
Illinois
-$41.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
376
Harbour Investments
Wisconsin
$13.8K – – –
C
377
Covestor
United Kingdom
$13K -$6.59K -39 -31%
FFA
378
Farther Finance Advisors
California
$12.9K +$3.21K +19 +30%
VWM
379
Venturi Wealth Management
Texas
$11.9K +$11.5K +68 +756%
AA
380
Ancora Advisors
Ohio
$11.9K – – –
CMBA
381
C.M. Bidwell & Associates
Hawaii
$11.7K – – –
BCWM
382
Bartlett & Co Wealth Management
Ohio
$11.7K +$12.7K +75 New
CWC
383
Carolinas Wealth Consulting
North Carolina
$11.5K – – –
FHA
384
First Horizon Advisors
Tennessee
$11K – – –
AF
385
Allworth Financial
California
$10.5K +$5.58K +33 +103%
MAM
386
Meeder Asset Management
Ohio
$10.4K +$8.28K +49 +272%
WSFS
387
Wilmington Savings Fund Society
Delaware
$10.2K +$11.2K +66 New
WTA
388
Washington Trust Advisors
Massachusetts
$9.1K +$845 +5 +9%
NRG
389
Nemes Rush Group
Michigan
$8.69K – – –
PB
390
Pinnacle Bancorp
Nebraska
$8.07K +$8.79K +52 New
CTC
391
Cetera Trust Company
Minnesota
$7.29K – – –
HWM
392
Hemington Wealth Management
Virginia
$7K +$1.69K +10 +26%
PFBT
393
Parkside Financial Bank & Trust
Missouri
$5.74K +$676 +4 +12%
FWM
394
FSA Wealth Management
Massachusetts
$5.43K – – –
HNB
395
Huntington National Bank
Ohio
$5.12K -$3.04K -18 -35%
JWA
396
JFS Wealth Advisors
Pennsylvania
$4.96K +$845 +5 +19%
KFI
397
Key Financial Inc
Pennsylvania
$4.34K – – –
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$4.19K – – –
BIA
399
Bell Investment Advisors
California
$3.88K -$1.86K -11 -31%
GEA
400
Glen Eagle Advisors
New Jersey
$3.83K – – –
14 15
16
17 18

RRX Hedge Fund Activity: Q4 2024 in Review

439 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2024, worth a combined $10.7B — down 4.2% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RRX positions and 49 closed out — a net gain of 10 holders — while 159 added to existing stakes and 153 trimmed.

The largest buyer was UBS Group, adding an estimated $85.5M. The largest seller was Capital World Investors, cutting an estimated $84.1M.

  • 439 institutional investors held Regal Rexnord (RRX) as of Q4 2024, up from 437 in Q3 2024.
  • Funds reported $10.7B of Regal Rexnord stock for Q4 2024, down 4.2% quarter-over-quarter.
  • 59 funds opened new Regal Rexnord positions in Q4 2024 and 49 closed out, a net change of +10 holders.
  • The largest Regal Rexnord buyer in Q4 2024 was UBS Group, an estimated $85.5M added.
  • The largest Regal Rexnord seller in Q4 2024 was Capital World Investors, an estimated $84.1M sold.

Based on aggregated 13F filings for Q4 2024.