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Regal Rexnord

238 hedge funds and large institutions have $3.26B invested in Regal Rexnord in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 80

3.14% more ownership

Funds ownership: 97.65%100.79% (+3.1%)

5% less funds holding

Funds holding: 250238 (-12)

6% less capital invested

Capital invested by funds: $3.48B → $3.26B (-$219M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

66% less call options, than puts

Call options by funds: $849K | Put options by funds: $2.52M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
238
Holders Change
-12
Holders Change %
-4.8%
% of All Funds
6.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
90
Reduced
80
Closed
41
Calls
$849K
Puts
$2.52M
Net Calls
-$1.67M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
Olstein Capital Management
New York
$13.6M +$2.09M +27,000 +17%
Pzena Investment Management
52
Pzena Investment Management
New York
$13.5M
Neuberger Berman Group
53
Neuberger Berman Group
New York
$12.5M -$7.91M -102,304 -37%
Comerica Bank
54
Comerica Bank
Texas
$12M +$7.27M +94,131 +131%
WCM Investment Management
55
WCM Investment Management
California
$11.7M +$711K +9,204 +6%
AQR Capital Management
56
AQR Capital Management
Connecticut
$11.6M +$8.02M +103,755 +184%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$11.6M -$2.41M -31,143 -16%
BA
58
Broadview Advisors
Wisconsin
$11.5M -$665K -8,600 -5%
Charles Schwab
59
Charles Schwab
California
$11.5M +$1.5M +19,431 +14%
SBH
60
Segall Bryant & Hamill
Illinois
$11.1M -$260K -3,367 -2%
Ameriprise
61
Ameriprise
Minnesota
$11M -$428K -5,539 -4%
USAA
62
United Services Automobile Association
Texas
$10.7M
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$10.3M +$555K +7,178 +5%
SAM
64
Sentinel Asset Management
Vermont
$10M +$1.21M +15,700 +13%
TCIM
65
TIAA CREF Investment Management
New York
$9.65M +$17K +220 +0.2%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$9.54M +$8.5K +110 +0.1%
BIM
67
BlackRock Investment Management
Delaware
$9.33M +$181K +2,337 +2%
DVM
68
Dreman Value Management
Florida
$9.33M +$3.36M +43,418 +51%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$9.13M -$7.91M -102,376 -45%
MAA
70
Managed Account Advisors
New Jersey
$8.67M +$282K +3,647 +3%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$8.43M +$69.5K +899 +0.8%
CS
72
Credit Suisse
Switzerland
$8.38M +$3.84M +49,730 +76%
Parnassus Investments
73
Parnassus Investments
California
$7.99M -$7.73M -100,000 -48%
DnB Asset Management
74
DnB Asset Management
Norway
$7.71M +$50.9K +659 +0.6%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$6.54M -$37.2M -480,800 -84%