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Regal Rexnord

268 hedge funds and large institutions have $3.28B invested in Regal Rexnord in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $2.81B → $3.28B (+$466M)

6% more funds holding

Funds holding: 254268 (+14)

1.52% more ownership

Funds ownership: 91.96%93.47% (+1.5%)

29% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 109

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
268
Holders Change
+14
Holders Change %
+5.51%
% of All Funds
5.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
77
Reduced
109
Closed
20
Calls
$368K
Puts
Net Calls
+$368K
Net Calls Change
-$542K
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
26
Segall Bryant & Hamill
Illinois
$25.5M +$13.5M +170,224 +134%
Millennium Management
27
Millennium Management
New York
$23.9M +$8.78M +110,753 +66%
SFM
28
Systematic Financial Management
New Jersey
$23.8M +$1.64M +20,627 +8%
AL
29
AJO LP
Pennsylvania
$22.8M -$2.72M -34,354 -11%
PAM
30
Panagora Asset Management
Massachusetts
$20.6M -$2.48M -31,271 -12%
JAM
31
Jupiter Asset Management
United Kingdom
$19.5M
Invesco
32
Invesco
Georgia
$18.9M -$6.78M -85,532 -28%
FP
33
Foundry Partners
Minnesota
$18.9M +$1.45M +18,286 +9%
Ameriprise
34
Ameriprise
Minnesota
$18M +$2.68M +33,767 +19%
Principal Financial Group
35
Principal Financial Group
Iowa
$17.6M +$35.4K +446 +0.2%
UBS AM
36
UBS AM
Illinois
$17.5M +$12.4K +157 +0.1%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$14.9M +$2.67M +33,677 +24%
KCM
38
Kennedy Capital Management
Missouri
$14.8M -$465K -5,860 -3%
Marshall Wace
39
Marshall Wace
United Kingdom
$14.8M +$2.77M +34,897 +25%
First Trust Advisors
40
First Trust Advisors
Illinois
$13.6M +$3.14M +39,547 +33%
JP Morgan Chase
41
JP Morgan Chase
New York
$13.2M -$7.87M -99,229 -39%
Man Group
42
Man Group
United Kingdom
$12.8M +$6.46M +81,515 +119%
PPA
43
Parametric Portfolio Associates
Washington
$12.4M -$605K -7,630 -5%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$11.1M -$533K -6,726 -5%
Legal & General Group
45
Legal & General Group
United Kingdom
$9.86M +$69K +870 +0.8%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$9.6M +$117K +1,470 +1%
Ensign Peak Advisors
47
Ensign Peak Advisors
Utah
$9.57M +$8.86M +111,754 New
Axa
48
Axa
France
$9.3M -$31.7K -400 -0.4%
IP
49
Interval Partners
New York
$8.99M +$8.33M +105,000 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$8.52M -$335K -4,228 -4%

RRX Hedge Fund Activity: Q4 2019 in Review

268 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2019, worth a combined $3.28B — up 17% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RRX positions and 20 closed out — a net gain of 20 holders — while 77 added to existing stakes and 109 trimmed.

The largest buyer was Segall Bryant & Hamill, adding an estimated $13.5M. The largest seller was Allianz Asset Management, cutting an estimated $13.5M.

  • 268 institutional investors held Regal Rexnord (RRX) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $3.28B of Regal Rexnord stock for Q4 2019, up 17% quarter-over-quarter.
  • 40 funds opened new Regal Rexnord positions in Q4 2019 and 20 closed out, a net change of +20 holders.
  • The largest Regal Rexnord buyer in Q4 2019 was Segall Bryant & Hamill, an estimated $13.5M added.
  • The largest Regal Rexnord seller in Q4 2019 was Allianz Asset Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2019.