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Regal Rexnord

427 hedge funds and large institutions have $11.1B invested in Regal Rexnord in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 194 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 34

245% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $5.54M

152% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 77

86% more capital invested

Capital invested by funds: $5.98B → $11.1B (+$5.12B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

26% more funds holding

Funds holding: 340427 (+87)

0.75% less ownership

Funds ownership: 97.93%97.18% (-0.75%)

Holders
427
Holders Change
+87
Holders Change %
+25.59%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
126
Increased
194
Reduced
77
Closed
34
Calls
$19.1M
Puts
$5.54M
Net Calls
+$13.6M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B +$422M +2,667,964 +68%
BlackRock
2
BlackRock
New York
$952M +$358M +2,259,014 +68%
Capital World Investors
3
Capital World Investors
California
$727M +$655M +4,138,839 +3,089%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$656M +$5.81M +36,665 +1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$611M +$53.6M +338,316 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$424M +$38.6M +243,534 +11%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$415M +$156M +982,482 +67%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$381M +$354M +2,235,965 +54,549%
State Street
9
State Street
Massachusetts
$293M +$109M +686,565 +67%
Macquarie Group
10
Macquarie Group
Australia
$256M +$200M +1,262,372 +527%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$237M -$8.39M -52,976 -4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$186M +$91.9M +580,111 +113%
UBS AM
13
UBS AM
Illinois
$181M +$123M +779,039 +274%
ClearBridge Investments
14
ClearBridge Investments
New York
$177M +$52.7M +332,729 +47%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$155M +$144M +912,193 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$154M +$59M +372,626 +70%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$151M +$69.3M +437,909 +98%
SBH
18
Segall Bryant & Hamill
Illinois
$151M +$10.8M +68,210 +8%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$125M +$116M +735,423 New
Franklin Resources
20
Franklin Resources
California
$125M +$37.1M +234,208 +47%
Invesco
21
Invesco
Georgia
$119M +$92.2M +582,516 +502%
Norges Bank
22
Norges Bank
Norway
$113M +$35.6M +224,868 +51%
American Century Companies
23
American Century Companies
Missouri
$106M +$88.9M +561,737 +917%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$104M +$14.5M +91,806 +18%
TCM
25
TimesSquare Capital Management
New York
$98.3M +$91.5M +577,844 New

RRX Hedge Fund Activity: Q4 2021 in Review

427 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2021, worth a combined $11.1B — up 86% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new RRX positions and 34 closed out — a net gain of 92 holders — while 194 added to existing stakes and 77 trimmed.

The largest buyer was Capital World Investors, adding an estimated $655M. The largest seller was Millennium Management, cutting an estimated $54.4M.

  • 427 institutional investors held Regal Rexnord (RRX) as of Q4 2021, up from 340 in Q3 2021.
  • Funds reported $11.1B of Regal Rexnord stock for Q4 2021, up 86% quarter-over-quarter.
  • 126 funds opened new Regal Rexnord positions in Q4 2021 and 34 closed out, a net change of +92 holders.
  • The largest Regal Rexnord buyer in Q4 2021 was Capital World Investors, an estimated $655M added.
  • The largest Regal Rexnord seller in Q4 2021 was Millennium Management, an estimated $54.4M sold.

Based on aggregated 13F filings for Q4 2021.