Regal Rexnord
234 hedge funds and large institutions have $3.43B invested in Regal Rexnord in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 24 closing their positions.
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
11% more capital invested
Capital invested by funds: $3.09B → $3.43B (+$344M)
2.65% more ownership
Funds ownership: 94.25% → 96.9% (+2.7%)
2% more funds holding
Funds holding: 230 → 234 (+4)
2% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 86
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
84% less call options, than puts
Call options by funds: $2.5M | Put options by funds: $15.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$39.6M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$36M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$23.4M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$17.4M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$36.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$13.5M |
| 4 |
Two Sigma Investments
New York
|
-$9.31M |
| 5 |
NCM
Newland Capital Management
New York
|
-$9.13M |
RRX Hedge Fund Activity: Q2 2014 in Review
234 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q2 2014, worth a combined $3.43B — up 11% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new RRX positions and 24 closed out — a net gain of 4 holders — while 88 added to existing stakes and 86 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $39.6M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $36.4M sold.
- 234 institutional investors held Regal Rexnord (RRX) as of Q2 2014, up from 230 in Q1 2014.
- Funds reported $3.43B of Regal Rexnord stock for Q2 2014, up 11% quarter-over-quarter.
- 28 funds opened new Regal Rexnord positions in Q2 2014 and 24 closed out, a net change of +4 holders.
- The largest Regal Rexnord buyer in Q2 2014 was Victory Capital Management, an estimated $39.6M added.
- The largest Regal Rexnord seller in Q2 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $36.4M sold.
Based on aggregated 13F filings for Q2 2014.