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Regal Rexnord

296 hedge funds and large institutions have $3.64B invested in Regal Rexnord in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $3.41B → $3.64B (+$232M)

5% more funds holding

Funds holding: 281296 (+15)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

3.62% less ownership

Funds ownership: 99.13%95.5% (-3.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

66% less call options, than puts

Call options by funds: $2.39M | Put options by funds: $6.94M

Holders
296
Holders Change
+15
Holders Change %
+5.34%
% of All Funds
5.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
103
Reduced
107
Closed
27
Calls
$2.39M
Puts
$6.94M
Net Calls
-$4.55M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$31.1M +$1.63M +17,248 +5%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$30.6M -$4.54M -47,925 -13%
Charles Schwab
28
Charles Schwab
California
$28M -$463K -4,880 -2%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$27.6M +$4.65M +49,103 +20%
Ameriprise
30
Ameriprise
Minnesota
$26.4M +$3.88M +40,936 +17%
N
31
Nuveen
North Carolina
$24.8M -$3.42M -36,057 -12%
SFM
32
Systematic Financial Management
New Jersey
$23.1M -$714K -7,531 -3%
JAM
33
Jupiter Asset Management
United Kingdom
$22M +$512K +5,400 +2%
Invesco
34
Invesco
Georgia
$20.7M +$8.78M +92,674 +72%
UBS AM
35
UBS AM
Illinois
$20.2M +$1.74M +18,312 +9%
FP
36
Foundry Partners
Minnesota
$17M -$258K -2,727 -1%
WA
37
Wasatch Advisors
Utah
$16.4M +$4.41M +46,507 +36%
PAM
38
Panagora Asset Management
Massachusetts
$15.2M -$2.27M -23,981 -13%
ProShare Advisors
39
ProShare Advisors
Maryland
$14.5M -$3M -31,675 -17%
Principal Financial Group
40
Principal Financial Group
Iowa
$14.3M +$1.02M +10,810 +8%
KCM
41
Kennedy Capital Management
Missouri
$14.3M -$67.7K -714 -0.5%
Goldman Sachs
42
Goldman Sachs
New York
$14.1M -$938K -9,900 -6%
Renaissance Technologies
43
Renaissance Technologies
New York
$14M +$12.3M +129,500 +648%
SAM
44
Scopus Asset Management
New York
$14M +$8.58M +90,500 +156%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$12.4M -$505K -5,329 -4%
PPA
46
Parametric Portfolio Associates
Washington
$12.3M +$655K +6,912 +6%
JP Morgan Chase
47
JP Morgan Chase
New York
$11.9M +$795K +8,390 +7%
CM
48
Castleark Management
Illinois
$11.6M -$49.3K -520 -0.4%
Axa
49
Axa
France
$11.5M +$265K +2,800 +2%
DIA
50
Dana Investment Advisors
Wisconsin
$11.4M -$2.02M -21,264 -15%

RRX Hedge Fund Activity: Q3 2020 in Review

296 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q3 2020, worth a combined $3.64B — up 6.8% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RRX positions and 27 closed out — a net gain of 17 holders — while 103 added to existing stakes and 107 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $38.3M. The largest seller was Bank Julius Baer & Co, cutting an estimated $115M.

  • 296 institutional investors held Regal Rexnord (RRX) as of Q3 2020, up from 281 in Q2 2020.
  • Funds reported $3.64B of Regal Rexnord stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 44 funds opened new Regal Rexnord positions in Q3 2020 and 27 closed out, a net change of +17 holders.
  • The largest Regal Rexnord buyer in Q3 2020 was ClearBridge Investments, an estimated $38.3M added.
  • The largest Regal Rexnord seller in Q3 2020 was Bank Julius Baer & Co, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2020.