Regal Rexnord
230 hedge funds and large institutions have $3.09B invested in Regal Rexnord in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
1% less funds holding
Funds holding: 232 → 230 (-2)
3% less capital invested
Capital invested by funds: $3.19B → $3.09B (-$97.6M)
1.67% less ownership
Funds ownership: 95.92% → 94.25% (-1.7%)
18% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 100
47% less call options, than puts
Call options by funds: $873K | Put options by funds: $1.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$34.6M |
| 2 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$26.5M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$22.3M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$21.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$35M |
| 2 |
JP Morgan Chase
New York
|
-$34.2M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$33.5M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$33.1M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$29.6M |
RRX Hedge Fund Activity: Q1 2014 in Review
230 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q1 2014, worth a combined $3.09B — down 3.1% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new RRX positions and 20 closed out — a net gain of 1 holder — while 82 added to existing stakes and 100 trimmed.
The largest buyer was Systematic Financial Management, adding an estimated $34.6M. The largest seller was Fidelity International, cutting an estimated $35M.
- 230 institutional investors held Regal Rexnord (RRX) as of Q1 2014, down from 232 in Q4 2013.
- Funds reported $3.09B of Regal Rexnord stock for Q1 2014, down 3.1% quarter-over-quarter.
- 21 funds opened new Regal Rexnord positions in Q1 2014 and 20 closed out, a net change of +1 holder.
- The largest Regal Rexnord buyer in Q1 2014 was Systematic Financial Management, an estimated $34.6M added.
- The largest Regal Rexnord seller in Q1 2014 was Fidelity International, an estimated $35M sold.
Based on aggregated 13F filings for Q1 2014.