We are live on ! Find out more
RRX icon

Regal Rexnord

243 hedge funds and large institutions have $2.5B invested in Regal Rexnord in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 103 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $1.6M

3.62% more ownership

Funds ownership: 93.47%97.09% (+3.6%)

10% less funds holding

Funds holding: 269243 (-26)

24% less capital invested

Capital invested by funds: $3.28B → $2.5B (-$776M)

32% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 103

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
70
Reduced
103
Closed
53
Calls
$2.39M
Puts
$1.6M
Net Calls
+$782K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$276M +$60.2M +767,475 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M +$9.95M +126,774 +3%
BlackRock
3
BlackRock
New York
$235M -$43.2M -551,145 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$186M +$722K +9,201 +0.3%
LSV Asset Management
5
LSV Asset Management
Illinois
$94.7M -$8.26M -105,299 -7%
Franklin Resources
6
Franklin Resources
California
$91.5M +$2.1M +26,774 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$87.6M +$667K +8,506 +0.6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$75.6M +$15.6M +198,264 +20%
State Street
9
State Street
Massachusetts
$64.7M +$1.91M +24,374 +2%
AQR Capital Management
10
AQR Capital Management
Connecticut
$64.7M -$7.41M -94,412 -8%
Victory Capital Management
11
Victory Capital Management
Texas
$64M +$40.4M +514,454 +103%
Citadel Advisors
12
Citadel Advisors
Florida
$52.6M +$59.6M +759,279 +1,005%
Norges Bank
13
Norges Bank
Norway
$39.8M
Fisher Asset Management
14
Fisher Asset Management
Washington
$37.1M -$3.57M -45,465 -7%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$36.7M -$5.14M -65,484 -10%
Northern Trust
16
Northern Trust
Illinois
$35M +$1.29M +16,476 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$34.2M -$1.64M -20,947 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$32.8M +$2.05M +26,111 +5%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32M -$1.77M -22,597 -4%
SBH
20
Segall Bryant & Hamill
Illinois
$28.9M +$12.7M +161,851 +54%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$28.6M -$4.68M -59,687 -12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$27.2M -$2.65M -33,807 -7%
AL
23
AJO LP
Pennsylvania
$26M +$11.5M +146,634 +55%
N
24
Nuveen
North Carolina
$23.4M -$9.82M -125,157 -25%
ICOM
25
Investment Counselors of Maryland
Maryland
$19.4M +$144K +1,836 +0.6%

RRX Hedge Fund Activity: Q1 2020 in Review

243 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q1 2020, worth a combined $2.5B — down 24% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of RRX and 30 opened new positions — a net loss of 23 holders — while 103 trimmed existing stakes and 70 added.

The largest buyer was Fidelity Investments, adding an estimated $60.2M. The largest seller was BlackRock, cutting an estimated $43.2M.

  • 243 institutional investors held Regal Rexnord (RRX) as of Q1 2020, down from 269 in Q4 2019.
  • Funds reported $2.5B of Regal Rexnord stock for Q1 2020, down 24% quarter-over-quarter.
  • 30 funds opened new Regal Rexnord positions in Q1 2020 and 53 closed out, a net change of -23 holders.
  • The largest Regal Rexnord buyer in Q1 2020 was Fidelity Investments, an estimated $60.2M added.
  • The largest Regal Rexnord seller in Q1 2020 was BlackRock, an estimated $43.2M sold.

Based on aggregated 13F filings for Q1 2020.