REGAL REXNORD CORPORATION RRX
COM · Common Stock · CUSIP 758750103 · ISIN US7587501039
American manufacturing company
- SectorIndustrials
- IndustryGeneral Industrial Machinery & Equipment, NEC
- HeadquartersMilwaukee, WI
- Founded1955
- Websiteregalrexnord.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($26.6m this quarter). Holder counts are more reliable. Shares outstanding: 66.3m as of 2023-10-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $142.90. Options: 12 managers hold calls ($37.6m notional), 15 hold puts ($61.4m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 394 |
| Q4 2022 | 429 |
| Q1 2023 | 415 |
| Q2 2023 | 411 |
| Q3 2023 | 423 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 197 | 196 |
| Q1 2023 | 194 | 218 |
| Q2 2023 | 174 | 208 |
| Q3 2023 | 163 | 204 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $44.8m | $56.7m | 1.27 |
| Q1 2023 | $42.9m | $43.9m | 1.02 |
| Q2 2023 | $28.5m | $40.5m | 1.42 |
| Q3 2023 | $37.6m | $61.4m | 1.63 |
Biggest buyers
| Third Point LLC | New | +650.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +503.2k |
| Balyasny Asset Management L.P. | Added | +295.5k |
| Ceredex Value Advisors LLC | New | +217.8k |
| Blackstone Inc. | New | +195.0k |
| FMR LLC | Added | +181.9k |
| Invesco Ltd. | Added | +141.9k |
| JENNISON ASSOCIATES LLC | Added | +123.0k |
| Bain Capital Public Equity Management II, LLC | New | +77.0k |
| Allspring Global Investments Holdings, LLC | Added | +52.5k |
Biggest sellers
| ALLIANCEBERNSTEIN L.P. | Reduced | -814.2k |
| NORGES BANK | Reduced | -197.5k |
| FRANKLIN RESOURCES INC | Reduced | -187.3k |
| CIBC Private Wealth Group LLC | Reduced | -173.6k |
| SCOPIA CAPITAL MANAGEMENT LP | Reduced | -140.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -128.8k |
| SEGALL BRYANT & HAMILL, LLC | Reduced | -120.8k |
| MACQUARIE GROUP LTD | Reduced | -96.5k |
| 140 Summer Partners LP | Reduced | -96.1k |
| TimesSquare Capital Management, LLC | Reduced | -64.3k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $14.3m100.0k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | New | $5.2m361 shares |
| CITADEL ADVISORS LLC | Reduced | $4.7m32.7k shares |
| JANE STREET GROUP, LLC | Added | $3.9m27.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.9m20.4k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.8m12.9k shares |
| Cubist Systematic Strategies, LLC | Added | $1.4m10.1k shares |
| Squarepoint Ops LLC | New | $1.4m10.0k shares |
| WOLVERINE TRADING, LLC | Added | $1.3m8.8k shares |
| Walleye Trading LLC | New | $714.4k5.0k shares |
Biggest puts
| BANK OF AMERICA CORP /DE/ | New | $17.1m120.0k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $8.6m60.0k shares |
| D. E. Shaw & Co., Inc. | Added | $7.5m52.7k shares |
| ROYAL BANK OF CANADA | New | $6.4m45.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.3m37.3k shares |
| JANE STREET GROUP, LLC | Added | $4.8m33.5k shares |
| Cubist Systematic Strategies, LLC | Added | $3.2m22.1k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | New | $2.9m200 shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m15.2k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m8.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2025-04-24 | 8.7% |
| FMR LLC 13G · institution +1.1 pts · filed 2026-05-06 | 7.1% |
| VIKING GLOBAL INVESTORS LP 13G · passive investor +0.4 pts · filed 2026-09-16 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VICTORY CAPITAL MANAGEMENT INC (2.3%, 2026-05-12), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Capital World Investors (4.0%, 2026-02-13)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 1 | $21.4k | — |
| Q1 2022 | 0 | — | 2 | $481.6k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $158.2k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $1.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-23 | Avampato John Senior VP & CIO * | Sold | $1.3m8.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.11% of their portfolio | 9.0m $1.3bn | Added +181.9k |
| VANGUARD GROUP INC 0.02% of their portfolio | 6.8m $966.4m | Added +792 |
| Capital World Investors 0.18% of their portfolio | 6.3m $899.3m | Reduced -2.5k |
| BlackRock Inc. 0.02% of their portfolio | 5.8m $828.5m | Added +38.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.17% of their portfolio | 3.4m $485.4m | Reduced -128.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 1.63% of their portfolio | 2.4m $337.3m | Added +5.8k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $264.7m | Added +6.4k |
| JANUS HENDERSON GROUP PLC 0.15% of their portfolio | 1.6m $224.5m | Added +412 |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.4m $195.3m | Added +1.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 1.3m $191.8m | Added +37.9k |
| NORGES BANK 0.04% of their portfolio | 1.3m $179.9m | Reduced -197.5k |
| ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio | 1.1m $155.4m | Reduced -814.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 992.4k $141.8m | Added +18.9k |
| Robeco Schweiz AG 2.22% of their portfolio | 918.0k $131.2m | Unchanged |
| MACQUARIE GROUP LTD 0.16% of their portfolio | 900.1k $128.6m | Reduced -96.5k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 878.1k $125.5m | Reduced -1.9k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 660.6k $94.4m | Reduced -3.6k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 658.0k $94.0m | Added +17.8k |
| Third Point LLC 1.42% of their portfolio | 650.0k $92.9m | New |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 534.7k $76.4m | Reduced -187.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 533.8k $76.3m | Reduced -7.2k |
| Invesco Ltd. 0.02% of their portfolio | 521.5k $74.5m | Added +141.9k |
| Balyasny Asset Management L.P. 0.21% of their portfolio | 513.5k $73.4m | Added +295.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 503.2k $71.9m | New |
| NORTHERN TRUST CORP 0.01% of their portfolio | 476.9k $68.1m | Reduced -6.5k |
| COOPERMAN LEON G 3.48% of their portfolio | 464.7k $66.4m | Unchanged |
| Fisher Asset Management, LLC 0.04% of their portfolio | 463.9k $66.3m | Added +4.3k |
| COMMERCE BANK 0.47% of their portfolio | 413.3k $59.1m | Reduced -6.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 404.1k $57.7m | Added +5.6k |
| SEGALL BRYANT & HAMILL, LLC 0.61% of their portfolio | 371.4k $53.1m | Reduced -120.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 354.5k $50.6m | Added +42.1k |
| Mirae Asset Global Investments Co., Ltd. 0.11% of their portfolio | 354.1k $50.6m | Added +30.4k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 333.3k $47.6m | Reduced -17.8k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 326.7k $46.7m | Added +123.0k |
| MORGAN STANLEY 0.00% of their portfolio | 325.1k $46.4m | Reduced -40.3k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 305.1k $43.6m | Reduced -14.3k |
| Fiera Capital Corp 0.13% of their portfolio | 294.0k $42.0m | Reduced -5.6k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 282.8k $40.4m | Added +52.5k |
| WAFRA INC. 1.32% of their portfolio | 276.7k $39.5m | Reduced -59.2k |
| SCOPIA CAPITAL MANAGEMENT LP 4.97% of their portfolio | 266.3k $38.0m | Reduced -140.1k |
| NATIXIS ADVISORS, LLC 0.12% of their portfolio | 266.2k $38.0m | Added +17.0k |
| Alyeska Investment Group, L.P. 0.26% of their portfolio | 262.8k $37.5m | Reduced -56.3k |
| Leeward Investments, LLC - MA 1.78% of their portfolio | 244.4k $34.9m | Reduced -8.6k |
| Vontobel Holding Ltd. 0.31% of their portfolio | 234.1k $33.4m | Added +1.8k |
| ProShare Advisors LLC 0.10% of their portfolio | 227.6k $32.5m | Reduced -26.3k |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 227.2k $32.5m | Reduced -20.4k |
| Zurich Insurance Group Ltd/FI 0.34% of their portfolio | 224.0k $32.0m | Reduced -511 |
| Ceredex Value Advisors LLC 0.55% of their portfolio | 217.8k $31.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 216.6k $31.0m | Reduced -13.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 202.9k $29.0m | Reduced -631 |
| Blackstone Inc. 0.12% of their portfolio | 195.0k $27.9m | New |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.89% of their portfolio | 192.7k $27.5m | Reduced -25.3k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.90% of their portfolio | 192.2k $27.5m | Reduced -717 |
| J. L. Bainbridge & Co., Inc. 3.62% of their portfolio | 189.0k $27.0m | Added +15.3k |
| Polar Asset Management Partners Inc. 0.63% of their portfolio | 184.2k $26.3m | Reduced -50.5k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 173.5k $24.8m | Reduced -12.5k |
| Thrivent Financial for Lutherans 0.06% of their portfolio | 169.8k $24.3m | Reduced -25 |
| CIBC Private Wealth Group LLC 0.06% of their portfolio | 169.5k $24.2m | Reduced -173.6k |
| TimesSquare Capital Management, LLC 0.34% of their portfolio | 153.3k $21.9m | Reduced -64.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 152.7k $21.8m | Reduced -12.6k |
| Retirement Systems of Alabama 0.10% of their portfolio | 151.2k $21.6m | Reduced -7.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.16% of their portfolio | 150.5k $21.5m | Reduced -2.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 147.2k $21.0m | Reduced -16.1k |
| Swiss National Bank 0.02% of their portfolio | 145.7k $20.8m | Added +1.5k |
| 140 Summer Partners LP 3.99% of their portfolio | 143.0k $20.4m | Reduced -96.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 131.6k $18.8m | Reduced -1.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 124.9k $17.8m | Reduced -2.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.41% of their portfolio | 116.5k $16.6m | Reduced -47.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 109.0k $15.6m | Added +48.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 106.2k $15.2m | Added +362 |
| Legal & General Group Plc 0.01% of their portfolio | 102.4k $14.6m | Reduced -141 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.09% of their portfolio | 93.4k $13.3m | Reduced -6.5k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 91.9k $13.2m | Added +1.9k |
| UBS Group AG 0.01% of their portfolio | 91.0k $13.0m | Added +33.7k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.13% of their portfolio | 88.0k $12.6m | Added +3.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 87.9k $12.6m | Reduced -3.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 87.6k $14.1m | Reduced -5.7k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.68% of their portfolio | 85.8k $12.3m | Reduced -4.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 82.7k $11.8m | Reduced -1.6k |
| CI INVESTMENTS INC. 0.06% of their portfolio | 81.1k $11.6m | Reduced -995 |
| Channing Capital Management, LLC 0.37% of their portfolio | 78.3k $11.2m | Reduced -1.1k |
| Bain Capital Public Equity Management II, LLC 0.59% of their portfolio | 77.0k $11.0m | New |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 76.9k $11.0m | Added +3.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 73.7k $10.5m | Reduced -7.2k |
| Dana Investment Advisors, Inc. 0.53% of their portfolio | 72.4k $10.3m | Reduced -3.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 65.7k $9.4m | Reduced -1.3k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 64.6k $9.2m | Reduced -1.6k |
| HANTZ FINANCIAL SERVICES, INC. 0.23% of their portfolio | 64.1k $9.2m | Added +1.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 63.9k $9.1m | Reduced -285 |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.35% of their portfolio | 63.5k $9.1m | Reduced -1.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 60.9k $8.7m | Added +5.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 57.1k $8.2m | Added +120 |
| Forest Avenue Capital Management LP 3.63% of their portfolio | 56.4k $8.1m | Reduced -14.3k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.08% of their portfolio | 56.3k $8.0m | Reduced -2.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.72% of their portfolio | 55.6k $8.0m | Reduced -9.0k |
| OPPENHEIMER & CO INC 0.16% of their portfolio | 53.2k $7.6m | Added +2.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 52.1k $7.4m | Added +17.5k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 50.6k $7.2m | Added +47.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 50.6k $7.2m | Added +14.5k |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 49.7k $7.1m | Added +1.8k |