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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
RWPA
401
Richard W. Paul & Associates
Michigan
$2.64K +$2.88K +22 New
TWP
402
TFO Wealth Partners
Ohio
$2.46K +$3.02K +23 New
EARNEST Partners
403
EARNEST Partners
Georgia
$2.4K
AF
404
Allworth Financial
California
$2.16K -$15.2K -116 -87%
CAS
405
Coppell Advisory Solutions
Texas
$2.16K +$2.36K +18 New
CASC
406
Coppell Advisory Solutions Corp
Texas
$2.16K +$2.36K +18 New
Fuller & Thaler Asset Management
407
Fuller & Thaler Asset Management
California
$2K -$11.4M -87,232 -100%
BHWM
408
Bay Harbor Wealth Management
Maryland
$2K +$262 +2 +13%
MWM
409
MinichMacGregor Wealth Management
New York
$1.83K +$1.97K +15 New
SWA
410
Sutton Wealth Advisors
Florida
$1.68K +$1.31K +10 +250%
ACM
411
AUA Capital Management
Pennsylvania
$1.56K -$787 -6 -32%
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$1.44K +$1.57K +12 New
Fidelity International
413
Fidelity International
Bermuda
$1.32K +$1.44K +11 New
BAAM
414
Baker Avenue Asset Management
California
$1.2K +$1.31K +10 New
CAL
415
Capital Advisors Ltd
Ohio
$1K -$2.49K -19 -66%
TFA
416
Transamerica Financial Advisors
Florida
$1K
VCM
417
Versant Capital Management
Arizona
$840 +$918 +7 New
BWA
418
BDO Wealth Advisors
Florida
$720
CWP
419
Concord Wealth Partners
Virginia
$720 +$787 +6 New
DWA
420
Delos Wealth Advisors
Texas
$600
DI
421
Disciplined Investments
Oklahoma
$480
GI
422
Gradient Investments
Minnesota
$480 +$524 +4 New
MHR
423
Matthew Hamilton Rosenberg
$480 +$524 +4 New
PWMG
424
Prestige Wealth Management Group
New Jersey
$361
JWA
425
JFS Wealth Advisors
Pennsylvania
$360 -$2.62K -20 -87%