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Regal Rexnord

342 hedge funds and large institutions have $4.82B invested in Regal Rexnord in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.35M

209% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 23

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

33% more capital invested

Capital invested by funds: $3.64B → $4.82B (+$1.18B)

16% more funds holding

Funds holding: 296342 (+46)

1.08% more ownership

Funds ownership: 95.5%96.58% (+1.1%)

27% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 136

Holders
342
Holders Change
+46
Holders Change %
+15.54%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
71
Increased
99
Reduced
136
Closed
23
Calls
$18M
Puts
$4.35M
Net Calls
+$13.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$526M -$120M -1,088,870 -20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$470M +$8.79M +79,592 +2%
BlackRock
3
BlackRock
New York
$413M +$592K +5,358 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$306M -$18.8M -170,539 -6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$272M +$22.6M +204,535 +10%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$154M -$22.9M -207,084 -14%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$132M +$104M +946,002 +716%
State Street
8
State Street
Massachusetts
$124M +$1.41M +12,782 +1%
SBH
9
Segall Bryant & Hamill
Illinois
$110M +$5.89M +53,361 +6%
Invesco
10
Invesco
Georgia
$103M +$68.2M +617,873 +280%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$94.8M -$5.01M -45,340 -6%
LSV Asset Management
12
LSV Asset Management
Illinois
$92.6M -$40.4M -366,037 -33%
ClearBridge Investments
13
ClearBridge Investments
New York
$85.7M +$32.4M +293,811 +73%
CRM
14
Cramer Rosenthal McGlynn
Connecticut
$78.4M +$20.4M +184,696 +41%
Fisher Asset Management
15
Fisher Asset Management
Washington
$70.7M -$586K -5,305 -0.9%
Northern Trust
16
Northern Trust
Illinois
$69.6M +$1.65M +14,941 +3%
Norges Bank
17
Norges Bank
Norway
$66.8M -$47.3K -428 -0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$63.9M +$2.75M +24,941 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$58.9M +$1.54M +13,914 +3%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.3M +$219K +1,983 +0.4%
AQR Capital Management
21
AQR Capital Management
Connecticut
$55M -$25.4M -229,698 -34%
ICOM
22
Investment Counselors of Maryland
Maryland
$48.7M +$2.29M +20,735 +6%
Franklin Resources
23
Franklin Resources
California
$47.9M -$32.1M -290,481 -43%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$45.9M -$2.73M -24,709 -6%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$45.8M +$41.2M +372,806 New

RRX Hedge Fund Activity: Q4 2020 in Review

342 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2020, worth a combined $4.82B — up 33% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RRX positions and 23 closed out — a net gain of 48 holders — while 99 added to existing stakes and 136 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $104M. The largest seller was Fidelity Investments, cutting an estimated $120M.

  • 342 institutional investors held Regal Rexnord (RRX) as of Q4 2020, up from 296 in Q3 2020.
  • Funds reported $4.82B of Regal Rexnord stock for Q4 2020, up 33% quarter-over-quarter.
  • 71 funds opened new Regal Rexnord positions in Q4 2020 and 23 closed out, a net change of +48 holders.
  • The largest Regal Rexnord buyer in Q4 2020 was Thrivent Financial for Lutherans, an estimated $104M added.
  • The largest Regal Rexnord seller in Q4 2020 was Fidelity Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.