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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
BCMLT
401
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.57K – – –
BWL
402
Bogart Wealth LLC
Virginia
$3.41K +$3.72K +22 New
CT
403
Colonial Trust
South Carolina
$3.37K +$3.72K +22 New
S
404
Sachetta
Massachusetts
$3.37K +$507 +3 +16%
SIC
405
Salem Investment Counselors
North Carolina
$3.27K -$1.35K -8 -28%
WA
406
Whipplewood Advisors
Colorado
$3.1K +$3.38K +20 New
PWMG
407
Private Wealth Management Group
New Jersey
$2.95K – – –
AGWCA
408
Annis Gardner Whiting Capital Advisors
Florida
$2.8K – – –
Fuller & Thaler Asset Management
409
Fuller & Thaler Asset Management
California
$2.48K – – –
PS
410
Principal Securities
Iowa
$2.17K – – –
CAL
411
Capital Advisors Ltd
Ohio
$2K – – –
AWM
412
Abound Wealth Management
Tennessee
$1.86K – – –
DPW
413
DiNuzzo Private Wealth
Pennsylvania
$1.55K +$507 +3 +43%
AG
414
AmeriFlex Group
Nevada
$1.43K +$1.52K +9 New
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$1.27K – – –
SSB
416
Sandy Spring Bank
Maryland
$1.24K – – –
BGAI
417
Bruce G. Allen Investments
Colorado
$1.09K – – –
WCM
418
WealthTrak Capital Management
Virginia
$1.09K +$1.18K +7 New
CAS
419
Coppell Advisory Solutions
Texas
$1.07K +$1.18K +7 New
CPG
420
Cornerstone Planning Group
New Jersey
$815 +$338 +2 +67%
CT
421
Caldwell Trust
Florida
$776 – – –
WA
422
WPG Advisers
Maryland
$776 +$845 +5 New
PWMG
423
Prestige Wealth Management Group
New Jersey
$467 – – –
RTC
424
Riverview Trust Company
Washington
$465 – – –
CSWM
425
Cassady Schiller Wealth Management
Ohio
$465 +$507 +3 New
15 16
17
18 19

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.