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Regal Rexnord

232 hedge funds and large institutions have $2.42B invested in Regal Rexnord in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

2.95% more ownership

Funds ownership: 95.36%98.3% (+2.9%)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

2% less funds holding

Funds holding: 236232 (-4)

9% less capital invested

Capital invested by funds: $2.66B → $2.42B (-$237M)

61% less call options, than puts

Call options by funds: $763K | Put options by funds: $1.98M

Holders
232
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
100
Reduced
73
Closed
34
Calls
$763K
Puts
$1.98M
Net Calls
-$1.22M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$165K
LIA
202
LS Investment Advisors
Michigan
$150K +$69.1K +1,149 +73%
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$143K -$30.4K -506 -16%
TRCT
204
Tower Research Capital (TRC)
New York
$105K +$107K +1,775 +1,443%
LSV Asset Management
205
LSV Asset Management
Illinois
$99K +$108K +1,800 New
IPC
206
Independent Portfolio Consultants
Florida
$91K -$63.4K -1,055 -39%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$79K -$15K -249 -15%
WA
208
WFG Advisors
Texas
$68K +$74.7K +1,242 New
Nomura Asset Management
209
Nomura Asset Management
Japan
$67K +$72.8K +1,210 New
AAM
210
Advisors Asset Management
Colorado
$66K
CG
211
Cutler Group
California
$49K -$147K -2,440 -73%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$37K +$6.32K +105 +18%
CCA
213
Checchi Capital Advisers
California
$36K
FANJ
214
Financial Architects (New Jersey)
New Jersey
$30K +$30.8K +512 +1,766%
Creative Planning
215
Creative Planning
Kansas
$22K -$14.1K -234 -37%
AG
216
Advisor Group
Arizona
$18K +$20.7K +345 New
Walleye Trading
217
Walleye Trading
New York
$17K +$18K +300 New
WCBA
218
Weaver C. Barksdale & Associates
Tennessee
$15K +$1.26K +21 +8%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$12K
CF
220
CenterStar Fund
Illinois
$9K
WA
221
WealthTrust-Arizona
Arizona
$7K -$60 -1 -0.8%
HNB
222
Huntington National Bank
Ohio
$6K +$1.08K +18 +21%
CFG
223
Citizens Financial Group
Rhode Island
$5K -$241 -4 -4%
GAM
224
Gemmer Asset Management
California
$4K -$902 -15 -16%
AP
225
Advisors Preferred
Maryland
$4K +$4.81K +80 New

RRX Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q2 2016, worth a combined $2.42B — down 8.9% from $2.66B a quarter earlier.

Fund positioning in RRX was balanced in Q2 2016: 34 funds opened new positions, 34 closed out, 100 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Franklin Resources, cutting an estimated $59.9M.

  • 232 institutional investors held Regal Rexnord (RRX) as of Q2 2016, down from 236 in Q1 2016.
  • Funds reported $2.42B of Regal Rexnord stock for Q2 2016, down 8.9% quarter-over-quarter.
  • 34 funds opened new Regal Rexnord positions in Q2 2016 and 34 closed out, a net change of 0 holders.
  • The largest Regal Rexnord buyer in Q2 2016 was Fidelity Investments, an estimated $232M added.
  • The largest Regal Rexnord seller in Q2 2016 was Franklin Resources, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2016.