We are live on ! Find out more
RRX icon

Regal Rexnord
RRX

428 hedge funds and large institutions have $9.79B invested in Regal Rexnord in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

15% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $44.5M

2% more funds holding

Funds holding: 420 → 428 (+8)

4% more capital invested

Capital invested by funds: $9.45B → $9.79B (+$337M)

0.08% less ownership

Funds ownership: 99.72% → 99.64% (-0.08%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
6.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
62
Increased
152
Reduced
154
Closed
49
Calls
$51.2M
Puts
$44.5M
Net Calls
+$6.73M
Net Calls Change
+$30.5M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$87.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$87.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$74.9M
4
Franklin Resources
Franklin Resources
California
+$58.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$41.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
TP
Third Point
New York
-$92.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.3M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B +$3.13M +24,847 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$985M -$293M -2,323,846 -26%
Capital World Investors
3
Capital World Investors
California
$933M +$1.1M +8,706 +0.1%
BlackRock
4
BlackRock
New York
$847M -$9.78M -77,520 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$523M +$17.1M +135,154 +4%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$452M +$87.3M +692,241 +29%
State Street
7
State Street
Massachusetts
$283M +$7.94M +62,896 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$207M +$3.87M +30,688 +2%
UBS AM
9
UBS AM
Illinois
$201M +$1.59M +12,603 +0.9%
Norges Bank
10
Norges Bank
Norway
$181M -$4.66M -36,945 -3%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$169M -$54.3M -430,013 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$154M +$6.01M +47,649 +5%
Franklin Resources
13
Franklin Resources
California
$148M +$58.9M +466,820 +87%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M +$74.9M +593,862 +168%
RS
15
Robeco Schweiz
Switzerland
$138M +$1.51M +12,000 +1%
ClearBridge Investments
16
ClearBridge Investments
New York
$137M +$6.21M +49,261 +6%
AllianceBernstein
17
AllianceBernstein
Tennessee
$129M -$27.5M -218,221 -20%
Macquarie Group
18
Macquarie Group
Australia
$116M -$14.5M -115,089 -13%
Viking Global Investors
19
Viking Global Investors
Connecticut
$102M +$87.3M +691,717 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$95.3M -$1.76M -13,980 -2%
Morgan Stanley
21
Morgan Stanley
New York
$93.8M +$38.9M +308,439 +95%
American Century Companies
22
American Century Companies
Missouri
$91.7M -$5.15M -40,843 -6%
CLG
23
Cooperman Leon G
$88.8M +$17.1M +135,334 +29%
Invesco
24
Invesco
Georgia
$79.4M +$1.85M +14,675 +3%
Principal Financial Group
25
Principal Financial Group
Iowa
$78.8M -$146K -1,156 -0.2%
1
2 3 4 5

RRX Hedge Fund Activity: Q4 2023 in Review

428 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Regal Rexnord (RRX) for Q4 2023, worth a combined $9.79B — up 3.6% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new RRX positions and 49 closed out — a net gain of 13 holders — while 152 added to existing stakes and 154 trimmed.

The largest buyer was Diamond Hill Capital Management, adding an estimated $87.3M. The largest seller was Fidelity Investments, cutting an estimated $293M.

  • 428 institutional investors held Regal Rexnord (RRX) as of Q4 2023, up from 420 in Q3 2023.
  • Funds reported $9.79B of Regal Rexnord stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 62 funds opened new Regal Rexnord positions in Q4 2023 and 49 closed out, a net change of +13 holders.
  • The largest Regal Rexnord buyer in Q4 2023 was Diamond Hill Capital Management, an estimated $87.3M added.
  • The largest Regal Rexnord seller in Q4 2023 was Fidelity Investments, an estimated $293M sold.

Based on aggregated 13F filings for Q4 2023.