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Regal Rexnord

276 hedge funds and large institutions have $3.09B invested in Regal Rexnord in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,100% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $256K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

1.1% less ownership

Funds ownership: 96.78%95.68% (-1.1%)

6% less capital invested

Capital invested by funds: $3.28B → $3.09B (-$198M)

6% less funds holding

Funds holding: 294276 (-18)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
276
Holders Change
-18
Holders Change %
-6.12%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
118
Reduced
90
Closed
43
Calls
$15.9M
Puts
$256K
Net Calls
+$15.6M
Net Calls Change
+$9.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$474M -$14.1M -187,129 -3%
BlackRock
2
BlackRock
New York
$329M +$17.8M +236,942 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$302M +$147K +1,951 +0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$197M +$10.4M +138,116 +5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$106M +$10.3M +136,674 +10%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$92.5M +$4.25M +56,453 +5%
State Street
7
State Street
Massachusetts
$88M -$3.03M -40,302 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$58.7M +$19.3M +257,048 +47%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$57.8M +$8.15M +108,267 +16%
Norges Bank
10
Norges Bank
Norway
$57.5M
Franklin Resources
11
Franklin Resources
California
$54.6M +$22.5M +299,269 +67%
Prudential Financial
12
Prudential Financial
New Jersey
$53.3M +$3.75M +49,790 +7%
Fisher Asset Management
13
Fisher Asset Management
Washington
$51.3M -$447K -5,945 -0.8%
Northern Trust
14
Northern Trust
Illinois
$45M +$732K +9,730 +2%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M +$5.63M +74,783 +15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$41.7M -$14.2M -189,113 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40.3M +$2.09M +27,789 +5%
N
18
Nuveen
North Carolina
$39.5M +$1.08M +14,300 +3%
Invesco
19
Invesco
Georgia
$37.6M -$2.25M -29,898 -6%
Allianz Asset Management
20
Allianz Asset Management
Germany
$36.2M +$972K +12,924 +3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$34.4M +$3.2M +42,526 +10%
First Trust Advisors
22
First Trust Advisors
Illinois
$34.2M +$5.06M +67,245 +17%
Deutsche Bank
23
Deutsche Bank
Germany
$28.1M -$1.65M -21,893 -5%
KCM
24
Kennedy Capital Management
Missouri
$25.5M +$2.44M +32,459 +10%
FWIA
25
Fort Washington Investment Advisors
Ohio
$21M +$5.64M +75,000 +35%

RRX Hedge Fund Activity: Q1 2018 in Review

276 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q1 2018, worth a combined $3.09B — down 6% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of RRX and 29 opened new positions — a net loss of 14 holders — while 90 trimmed existing stakes and 118 added.

The largest buyer was Franklin Resources, adding an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $39.1M.

  • 276 institutional investors held Regal Rexnord (RRX) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $3.09B of Regal Rexnord stock for Q1 2018, down 6% quarter-over-quarter.
  • 29 funds opened new Regal Rexnord positions in Q1 2018 and 43 closed out, a net change of -14 holders.
  • The largest Regal Rexnord buyer in Q1 2018 was Franklin Resources, an estimated $22.5M added.
  • The largest Regal Rexnord seller in Q1 2018 was JP Morgan Chase, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2018.