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Regal Rexnord

230 hedge funds and large institutions have $3.08B 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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% less funds holding

Funds holding: 232230 (-2)

3% less capital invested

Capital invested by funds: $3.18B → $3.08B (-$97.5M)

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

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
82
Reduced
100
Closed
20
Calls
$873K
Puts
$1.66M
Net Calls
-$784K
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$257M -$34.2M -462,602 -12%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$227M +$13.6M +184,225 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$176M +$6.71M +90,826 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$154M +$17.7M +239,978 +13%
Franklin Resources
5
Franklin Resources
California
$123M +$21.6M +292,600 +21%
State Street
6
State Street
Massachusetts
$91.5M +$577K +7,819 +0.6%
BIT
7
BlackRock Institutional Trust
California
$89.3M +$1.08M +14,645 +1%
BFA
8
BlackRock Fund Advisors
California
$83.3M -$6.12M -82,949 -7%
Invesco
9
Invesco
Georgia
$82.9M +$9.33M +126,351 +12%
Wells Fargo
10
Wells Fargo
California
$75M +$15.7M +212,423 +26%
Norges Bank
11
Norges Bank
Norway
$68.8M -$9.25M -125,300 -12%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$52.7M +$303K +4,100 +0.6%
BG
13
BlackRock Group
United Kingdom
$51.5M -$9.22M -124,836 -15%
RA
14
Royce & Associates
New York
$49.1M +$3.49M +47,329 +8%
Macquarie Group
15
Macquarie Group
Australia
$48.8M -$32.2K -436 -0.1%
Fisher Asset Management
16
Fisher Asset Management
Washington
$44.4M -$563K -7,625 -1%
CI
17
Cambiar Investors
Colorado
$43.2M -$1.63M -22,124 -4%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$41.9M -$2.75M -37,225 -6%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$40.9M +$3.58M +48,490 +9%
SFM
20
Systematic Financial Management
New Jersey
$40M +$34.6M +468,885 +580%
Deutsche Bank
21
Deutsche Bank
Germany
$39M +$3.22M +43,601 +9%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$36.4M -$33.1M -448,073 -47%
Northern Trust
23
Northern Trust
Illinois
$33.9M +$2.72M +36,814 +9%
N
24
Nuveen
North Carolina
$33.5M -$4.53M -61,363 -12%
LI
25
LMCG Investments
Massachusetts
$33.4M -$2.97M -40,210 -8%