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Regal Rexnord

235 hedge funds and large institutions have $2.94B invested in Regal Rexnord in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

14% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 79

6% more capital invested

Capital invested by funds: $2.77B → $2.94B (+$173M)

5% more funds holding

Funds holding: 223235 (+12)

1.54% more ownership

Funds ownership: 94.8%96.34% (+1.5%)

42% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $6.5M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
7.62%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
90
Reduced
79
Closed
27
Calls
$3.74M
Puts
$6.5M
Net Calls
-$2.75M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
51
Geode Capital Management
Massachusetts
$13.1M +$799K +12,026 +7%
USAA
52
United Services Automobile Association
Texas
$12.8M +$10.1M +152,000 +422%
NRECA
53
National Rural Electric Cooperative Association
Virginia
$12.7M
WCM Investment Management
54
WCM Investment Management
California
$12.1M +$409K +6,155 +4%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$11.7M +$26.6K +400 +0.2%
Charles Schwab
56
Charles Schwab
California
$11.5M +$660K +9,942 +6%
RS
57
Robeco Schweiz
Switzerland
$10.8M +$8.04M +121,000 +318%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$10.7M -$588K -8,848 -5%
Morgan Stanley
59
Morgan Stanley
New York
$10.6M -$6.2M -93,398 -37%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$10.2M +$106K +1,600 +1%
UOC
61
UBS O'Connor
Illinois
$10.1M +$9.87M +148,593 New
TCIM
62
TIAA CREF Investment Management
New York
$9.97M -$1.5M -22,529 -13%
SBH
63
Segall Bryant & Hamill
Illinois
$9.5M -$1.02M -15,365 -10%
BA
64
Broadview Advisors
Wisconsin
$9.46M +$1.47M +22,200 +19%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$9.12M +$8.93M +134,400 New
BIM
66
BlackRock Investment Management
Delaware
$8.95M +$734K +11,045 +9%
Canada Life
67
Canada Life
Manitoba, Canada
$8.46M +$8.29M +124,808 New
Lazard Asset Management
68
Lazard Asset Management
New York
$7.89M +$1.05M +15,820 +16%
AQR Capital Management
69
AQR Capital Management
Connecticut
$7.81M -$810K -12,189 -10%
Prudential Financial
70
Prudential Financial
New Jersey
$7.78M +$2.64M +39,686 +53%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$7.68M -$182K -2,736 -2%
Principal Financial Group
72
Principal Financial Group
Iowa
$7.6M -$13.2M -198,813 -64%
GAM
73
Gotham Asset Management
New York
$7.54M -$945K -14,222 -11%
ACH
74
ArrowMark Colorado Holdings
Colorado
$7.47M +$7.3M +109,900 New
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$7.27M