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Reliance Steel & Aluminium

531 hedge funds and large institutions have $12.3B invested in Reliance Steel & Aluminium in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 188 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

20% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $35.3M

1% more funds holding

Funds holding: 525531 (+6)

1.69% less ownership

Funds ownership: 81.41%79.72% (-1.7%)

6% less capital invested

Capital invested by funds: $13B → $12.3B (-$741M)

13% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 215

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
531
Holders Change
+6
Holders Change %
+1.14%
% of All Funds
8.43%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
47
Increased
188
Reduced
215
Closed
39
Calls
$42.4M
Puts
$35.3M
Net Calls
+$7.08M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86B -$19.7M -71,230 -1%
BlackRock
2
BlackRock
New York
$1.77B -$57M -205,642 -3%
State Street
3
State Street
Massachusetts
$671M -$13.7M -49,396 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$386M -$65.6M -236,560 -14%
YAM
5
Yacktman Asset Management
Texas
$323M -$4.7M -16,954 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$314M +$3.37M +12,166 +1%
Royal London Asset Management
7
Royal London Asset Management
United Kingdom
$258M -$7.66M -27,642 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$245M -$28.6M -103,099 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$238M +$8.82M +31,812 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$234M -$43.5M -156,931 -15%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$234M -$40.1M -144,516 -14%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$234M +$9.06M +32,675 +4%
First Trust Advisors
13
First Trust Advisors
Illinois
$215M -$6.02M -21,716 -3%
Invesco
14
Invesco
Georgia
$190M +$52.5M +189,326 +35%
Northern Trust
15
Northern Trust
Illinois
$177M +$10.5M +37,971 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$176M -$7.32M -26,393 -4%
Victory Capital Management
17
Victory Capital Management
Texas
$170M -$65.8M -237,255 -27%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$166M -$35.5M -128,111 -17%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$161M +$1.83M +6,600 +1%
Morgan Stanley
20
Morgan Stanley
New York
$143M +$10.3M +37,262 +7%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$131M +$13.4M +48,465 +11%
N
22
Nuveen
North Carolina
$122M -$23.1M -83,425 -15%
Norges Bank
23
Norges Bank
Norway
$117M +$28.3M +102,241 +30%
Charles Schwab
24
Charles Schwab
California
$102M -$111K -399 -0.1%
Corient Private Wealth
25
Corient Private Wealth
Florida
$98.8M -$129K -465 -0.1%

RS Hedge Fund Activity: Q3 2023 in Review

531 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Reliance Steel & Aluminium (RS) for Q3 2023, worth a combined $12.3B — down 5.7% from $13B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new RS positions and 39 closed out — a net gain of 8 holders — while 188 added to existing stakes and 215 trimmed.

The largest buyer was Invesco, adding an estimated $52.5M. The largest seller was Victory Capital Management, cutting an estimated $65.8M.

  • 531 institutional investors held Reliance Steel & Aluminium (RS) as of Q3 2023, up from 525 in Q2 2023.
  • Funds reported $12.3B of Reliance Steel & Aluminium stock for Q3 2023, down 5.7% quarter-over-quarter.
  • 47 funds opened new Reliance Steel & Aluminium positions in Q3 2023 and 39 closed out, a net change of +8 holders.
  • The largest Reliance Steel & Aluminium buyer in Q3 2023 was Invesco, an estimated $52.5M added.
  • The largest Reliance Steel & Aluminium seller in Q3 2023 was Victory Capital Management, an estimated $65.8M sold.

Based on aggregated 13F filings for Q3 2023.