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Regal Rexnord

230 hedge funds and large institutions have $3.08B invested in Regal Rexnord in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% less funds holding

Funds holding: 232230 (-2)

3% less capital invested

Capital invested by funds: $3.18B → $3.08B (-$97.5M)

1.67% less ownership

Funds ownership: 95.92%94.25% (-1.7%)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

47% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.66M

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
82
Reduced
100
Closed
20
Calls
$873K
Puts
$1.66M
Net Calls
-$784K
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$31.7M -$6.52M -88,300 -17%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$28.7M -$802K -10,860 -3%
IAMU
28
Impax Asset Management (UK)
United Kingdom
$27.9M +$221K +3,000 +0.8%
B
29
Baird
Wisconsin
$26.9M +$7.09M +96,091 +35%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$26.3M +$1.37M +18,505 +5%
DGHMC
31
Dalton, Greiner, Hartman, Maher & Co
New York
$26.1M +$26.5M +359,084 New
Ameriprise
32
Ameriprise
Minnesota
$26M -$7.14M -96,762 -21%
Parnassus Investments
33
Parnassus Investments
California
$25.7M +$369 +5 +0%
SC
34
Saturna Capital
Washington
$24.3M -$5.17M -70,000 -17%
SAM
35
Sentinel Asset Management
Vermont
$22.8M +$225K +3,050 +1%
KCM
36
Kennedy Capital Management
Missouri
$22.7M -$3.13M -42,333 -12%
ICOM
37
Investment Counselors of Maryland
Maryland
$22.7M -$582K -7,885 -2%
CCM
38
Channing Capital Management
Illinois
$22.3M +$2.48M +33,549 +12%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$21.9M +$22.3M +301,738 New
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$20.4M +$5.41M +73,290 +35%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$19.8M -$66.1K -895 -0.3%
RFC
42
Russell Frank Company
Washington
$17.9M -$1.29M -17,482 -7%
MCM
43
Munder Capital Management
Michigan
$17.8M -$1.4M -18,951 -7%
KAM
44
Keeley Asset Management
Illinois
$17.5M +$835K +11,310 +5%
JAM
45
Jupiter Asset Management
United Kingdom
$17.4M +$222K +3,004 +1%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$17.3M +$1.71M +23,174 +11%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$16.7M +$823K +11,140 +5%
Allianz Asset Management
48
Allianz Asset Management
Germany
$15.4M -$940K -12,738 -6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$15.1M +$4.03M +54,575 +36%
UBS AM
50
UBS AM
Illinois
$15M +$8.28M +112,100 +119%