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Regal Rexnord

281 hedge funds and large institutions have $3.41B invested in Regal Rexnord in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 80 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

39% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $2.71M

36% more capital invested

Capital invested by funds: $2.5B → $3.41B (+$906M)

16% more funds holding

Funds holding: 242281 (+39)

2.03% more ownership

Funds ownership: 97.09%99.13% (+2%)

28% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 111

Holders
281
Holders Change
+39
Holders Change %
+16.12%
% of All Funds
5.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
64
Increased
80
Reduced
111
Closed
23
Calls
$3.75M
Puts
$2.71M
Net Calls
+$1.04M
Net Calls Change
+$262K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$441M +$49.7M +662,708 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M -$19.2M -256,550 -6%
BlackRock
3
BlackRock
New York
$304M -$18.7M -249,757 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$247M -$8.93M -119,192 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$160M +$47M +626,741 +52%
Franklin Resources
6
Franklin Resources
California
$132M -$1.37M -18,290 -1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$128M +$5.82M +77,655 +6%
LSV Asset Management
8
LSV Asset Management
Illinois
$101M -$25.9M -345,817 -23%
State Street
9
State Street
Massachusetts
$85.7M -$3.36M -44,786 -4%
AQR Capital Management
10
AQR Capital Management
Connecticut
$76.5M -$13.3M -177,690 -17%
Citadel Advisors
11
Citadel Advisors
Florida
$65.5M -$6.36M -84,930 -10%
Norges Bank
12
Norges Bank
Norway
$54.9M -$273K -3,640 -0.6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$51.7M +$190K +2,530 +0.4%
SBH
14
Segall Bryant & Hamill
Illinois
$50.7M +$9.05M +120,796 +26%
Northern Trust
15
Northern Trust
Illinois
$48M -$510K -6,807 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$44.9M -$512K -6,830 -1%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$44.7M -$5.51M -73,482 -12%
AL
18
AJO LP
Pennsylvania
$43.7M +$6.57M +87,609 +21%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.9M -$620K -8,272 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$41.2M -$5.4M -72,114 -13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$36.3M -$1.17M -15,597 -4%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$32.7M -$5.98M -79,772 -18%
Ensign Peak Advisors
23
Ensign Peak Advisors
Utah
$31M +$6.9M +92,069 +35%
ICOM
24
Investment Counselors of Maryland
Maryland
$28.8M +$1.59M +21,259 +7%
CB
25
Commerce Bank
Missouri
$27.4M +$23.5M +313,620 New

RRX Hedge Fund Activity: Q2 2020 in Review

281 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q2 2020, worth a combined $3.41B — up 36% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new RRX positions and 23 closed out — a net gain of 41 holders — while 80 added to existing stakes and 111 trimmed.

The largest buyer was Bank Julius Baer & Co, adding an estimated $88.7M. The largest seller was Victory Capital Management, cutting an estimated $55.1M.

  • 281 institutional investors held Regal Rexnord (RRX) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.41B of Regal Rexnord stock for Q2 2020, up 36% quarter-over-quarter.
  • 64 funds opened new Regal Rexnord positions in Q2 2020 and 23 closed out, a net change of +41 holders.
  • The largest Regal Rexnord buyer in Q2 2020 was Bank Julius Baer & Co, an estimated $88.7M added.
  • The largest Regal Rexnord seller in Q2 2020 was Victory Capital Management, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2020.