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Regal Rexnord

435 hedge funds and large institutions have $11.9B invested in Regal Rexnord in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 162 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

22% more capital invested

Capital invested by funds: $9.79B → $11.9B (+$2.15B)

2% more funds holding

Funds holding: 428435 (+7)

0.23% more ownership

Funds ownership: 99.64%99.88% (+0.23%)

14% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 162

28% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $47.9M

Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
6.27%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
59
Increased
139
Reduced
162
Closed
47
Calls
$34.3M
Puts
$47.9M
Net Calls
-$13.6M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B -$5.1M -32,711 -0.5%
Capital World Investors
2
Capital World Investors
California
$1.19B +$46.3M +296,941 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.11B -$80.6M -517,721 -8%
BlackRock
4
BlackRock
New York
$1.1B +$57.7M +370,281 +6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$585M -$44.6M -286,434 -8%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$535M -$12.6M -81,122 -3%
State Street
7
State Street
Massachusetts
$352M +$6.02M +38,629 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$255M +$2.6M +16,699 +1%
Victory Capital Management
9
Victory Capital Management
Texas
$238M +$194M +1,245,992 +1,667%
Norges Bank
10
Norges Bank
Norway
$227M +$5.85M +37,561 +3%
UBS AM
11
UBS AM
Illinois
$225M -$16.4M -105,316 -8%
Franklin Resources
12
Franklin Resources
California
$192M +$10.3M +65,863 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$192M +$4.16M +26,688 +3%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163M -$7.11M -45,676 -5%
Viking Global Investors
15
Viking Global Investors
Connecticut
$162M +$32.5M +208,812 +30%
RS
16
Robeco Schweiz
Switzerland
$149M -$16.1M -103,330 -11%
AllianceBernstein
17
AllianceBernstein
Tennessee
$145M -$9.67M -62,084 -7%
ClearBridge Investments
18
ClearBridge Investments
New York
$137M -$26.3M -168,692 -18%
N
19
Nuveen
North Carolina
$135M +$58.8M +377,639 +101%
Macquarie Group
20
Macquarie Group
Australia
$123M -$15.9M -102,035 -13%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$116M +$25.3M +162,147 +34%
CLG
22
Cooperman Leon G
$108M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$106M -$8.47M -54,357 -8%
Invesco
24
Invesco
Georgia
$102M +$4.67M +29,983 +6%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$101M -$90.5M -580,853 -51%