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Regal Rexnord

254 hedge funds and large institutions have $2.81B invested in Regal Rexnord in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $277K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.75% less ownership

Funds ownership: 92.71%91.96% (-0.75%)

5% less funds holding

Funds holding: 266254 (-12)

13% less capital invested

Capital invested by funds: $3.24B → $2.81B (-$433M)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

34% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 114

Holders
254
Holders Change
-12
Holders Change %
-4.51%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
75
Reduced
114
Closed
39
Calls
$1.19M
Puts
$277K
Net Calls
+$910K
Net Calls Change
+$909K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$304M -$4.98M -65,988 -2%
BlackRock
2
BlackRock
New York
$304M -$14M -185,074 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$259M -$3.47M -45,937 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$217M +$1.51M +20,016 +0.7%
LSV Asset Management
5
LSV Asset Management
Illinois
$123M -$1.89M -25,100 -1%
Franklin Resources
6
Franklin Resources
California
$106M +$3.48M +46,100 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$105M +$4.57M +60,590 +4%
AQR Capital Management
8
AQR Capital Management
Connecticut
$77.1M +$23.2M +307,288 +41%
State Street
9
State Street
Massachusetts
$76.9M -$4.4M -58,239 -5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$71.9M -$24.6M -326,449 -25%
Fisher Asset Management
11
Fisher Asset Management
Washington
$54.2M +$8.95M +118,563 +19%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$49.7M +$5.62M +74,505 +12%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$46.9M +$7.49M +99,186 +18%
Norges Bank
14
Norges Bank
Norway
$46.1M +$518K +6,867 +1%
Victory Capital Management
15
Victory Capital Management
Texas
$41.1M +$1.36M +17,953 +3%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.9M +$379K +5,014 +0.9%
Northern Trust
17
Northern Trust
Illinois
$39.3M -$1.05M -13,913 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$37M -$2.89M -38,342 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$36.3M -$2.4M -31,819 -6%
N
20
Nuveen
North Carolina
$35.3M +$597K +7,912 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$34.4M -$933K -12,362 -3%
Invesco
22
Invesco
Georgia
$22.4M -$11M -145,458 -32%
AL
23
AJO LP
Pennsylvania
$21.9M -$20.2M -267,113 -47%
Charles Schwab
24
Charles Schwab
California
$21.7M +$981K +12,998 +5%
PAM
25
Panagora Asset Management
Massachusetts
$19.8M +$4.35M +57,580 +27%

RRX Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q3 2019, worth a combined $2.81B — down 13% from $3.24B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of RRX and 27 opened new positions — a net loss of 12 holders — while 114 trimmed existing stakes and 75 added.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was AllianceBernstein, cutting an estimated $24.6M.

  • 254 institutional investors held Regal Rexnord (RRX) as of Q3 2019, down from 266 in Q2 2019.
  • Funds reported $2.81B of Regal Rexnord stock for Q3 2019, down 13% quarter-over-quarter.
  • 27 funds opened new Regal Rexnord positions in Q3 2019 and 39 closed out, a net change of -12 holders.
  • The largest Regal Rexnord buyer in Q3 2019 was AQR Capital Management, an estimated $23.2M added.
  • The largest Regal Rexnord seller in Q3 2019 was AllianceBernstein, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.