Regal Rexnord
297 hedge funds and large institutions have $3.64B invested in Regal Rexnord in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 27 closing their positions.
63% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 27
7% more capital invested
Capital invested by funds: $3.41B → $3.64B (+$235M)
5% more funds holding
Funds holding: 282 → 297 (+15)
4% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 107
3.62% less ownership
Funds ownership: 99.12% → 95.49% (-3.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
66% less call options, than puts
Call options by funds: $2.39M | Put options by funds: $6.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$38.3M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$31.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.2M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$24.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$115M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$71.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$37.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$20.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.7M |
RRX Hedge Fund Activity: Q3 2020 in Review
297 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q3 2020, worth a combined $3.64B — up 6.9% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new RRX positions and 27 closed out — a net gain of 17 holders — while 103 added to existing stakes and 107 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $38.3M. The largest seller was Bank Julius Baer & Co, cutting an estimated $115M.
- 297 institutional investors held Regal Rexnord (RRX) as of Q3 2020, up from 282 in Q2 2020.
- Funds reported $3.64B of Regal Rexnord stock for Q3 2020, up 6.9% quarter-over-quarter.
- 44 funds opened new Regal Rexnord positions in Q3 2020 and 27 closed out, a net change of +17 holders.
- The largest Regal Rexnord buyer in Q3 2020 was ClearBridge Investments, an estimated $38.3M added.
- The largest Regal Rexnord seller in Q3 2020 was Bank Julius Baer & Co, an estimated $115M sold.
Based on aggregated 13F filings for Q3 2020.