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Regal Rexnord

269 hedge funds and large institutions have $3.36B invested in Regal Rexnord in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,381% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $196K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $3.09B → $3.36B (+$278M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2.17% less ownership

Funds ownership: 95.68%93.51% (-2.2%)

2% less funds holding

Funds holding: 275269 (-6)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
92
Reduced
104
Closed
38
Calls
$2.9M
Puts
$196K
Net Calls
+$2.71M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$21.6M -$1.14M -14,669 -5%
SFM
27
Systematic Financial Management
New Jersey
$21.5M +$2.43M +31,421 +14%
ICOM
28
Investment Counselors of Maryland
Maryland
$21.4M -$21.7K -280 -0.1%
Ameriprise
29
Ameriprise
Minnesota
$20.5M +$449K +5,801 +2%
JP Morgan Chase
30
JP Morgan Chase
New York
$19M -$4.09M -52,778 -19%
JAM
31
Jupiter Asset Management
United Kingdom
$18.6M
Bank of America
32
Bank of America
North Carolina
$16.7M +$1.09M +14,033 +7%
Victory Capital Management
33
Victory Capital Management
Texas
$15.9M +$123K +1,590 +0.8%
Principal Financial Group
34
Principal Financial Group
Iowa
$15.9M +$6.66K +86 +0%
FP
35
Foundry Partners
Minnesota
$15.6M +$555K +7,166 +4%
UBS AM
36
UBS AM
Illinois
$15.1M -$797K -10,301 -5%
Deutsche Bank
37
Deutsche Bank
Germany
$15.1M -$15.4M -198,477 -52%
SBH
38
Segall Bryant & Hamill
Illinois
$15M +$14.2M +182,974 New
Man Group
39
Man Group
United Kingdom
$14.1M +$1.85M +23,885 +16%
Goldman Sachs
40
Goldman Sachs
New York
$13.8M +$1.69M +21,853 +15%
Lazard Asset Management
41
Lazard Asset Management
New York
$12.8M -$1.02M -13,198 -8%
Axa
42
Axa
France
$12.2M -$457K -5,900 -4%
DGHMC
43
Dalton, Greiner, Hartman, Maher & Co
New York
$12M +$7.22M +93,250 +174%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$11.5M -$712K -9,195 -6%
TCIM
45
TIAA CREF Investment Management
New York
$11.4M -$487K -6,298 -4%
DIA
46
Dean Investment Associates
Ohio
$11.3M +$686K +8,860 +7%
NAP
47
New Amsterdam Partners
New York
$10.9M +$1.14M +14,720 +12%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$10.7M +$1.02M +13,227 +11%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$9.86M -$28.5K -368 -0.3%
PPA
50
Parametric Portfolio Associates
Washington
$9.5M +$329K +4,247 +4%

RRX Hedge Fund Activity: Q2 2018 in Review

269 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q2 2018, worth a combined $3.36B — up 9% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RRX and 36 opened new positions — a net loss of 2 holders — while 104 trimmed existing stakes and 92 added.

The largest buyer was Franklin Resources, adding an estimated $51.6M. The largest seller was Fidelity Investments, cutting an estimated $48.7M.

  • 269 institutional investors held Regal Rexnord (RRX) as of Q2 2018, down from 275 in Q1 2018.
  • Funds reported $3.36B of Regal Rexnord stock for Q2 2018, up 9% quarter-over-quarter.
  • 36 funds opened new Regal Rexnord positions in Q2 2018 and 38 closed out, a net change of -2 holders.
  • The largest Regal Rexnord buyer in Q2 2018 was Franklin Resources, an estimated $51.6M added.
  • The largest Regal Rexnord seller in Q2 2018 was Fidelity Investments, an estimated $48.7M sold.

Based on aggregated 13F filings for Q2 2018.