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 ($23.6m this quarter). Holder counts are more reliable. Shares outstanding: 66.5m as of 2024-07-30, 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 ≈ $135.25. Options: 11 managers hold calls ($27.5m notional), 9 hold puts ($20.3m).
Trends to Q2 2024
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 |
| Q4 2023 | 430 |
| Q1 2024 | 434 |
| Q2 2024 | 414 |
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 |
| Q4 2023 | 200 | 204 |
| Q1 2024 | 197 | 209 |
| Q2 2024 | 192 | 205 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $37.6m | $61.4m | 1.63 |
| Q4 2023 | $51.2m | $44.5m | 0.87 |
| Q1 2024 | $34.3m | $47.9m | 1.40 |
| Q2 2024 | $27.5m | $20.3m | 0.74 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +563.9k |
| NORGES BANK | Added | +425.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +277.3k |
| FMR LLC | Added | +267.1k |
| Interval Partners, LP | Added | +264.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +222.8k |
| VIKING GLOBAL INVESTORS LP | Added | +222.6k |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Added | +209.8k |
| TimesSquare Capital Management, LLC | Added | +179.8k |
| FIL Ltd | Added | +176.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -819.5k |
| JANUS HENDERSON GROUP PLC | Reduced | -530.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -419.9k |
| Mirae Asset Global Investments Co., Ltd. | Sold out | -294.2k |
| Fiera Capital Corp | Reduced | -252.0k |
| Bain Capital Public Equity Management II, LLC | Sold out | -242.0k |
| Point72 Asset Management, L.P. | Sold out | -229.8k |
| WAFRA INC. | Sold out | -142.6k |
| Polar Asset Management Partners Inc. | Sold out | -138.0k |
| NATIXIS ADVISORS, LLC | Reduced | -137.9k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $8.1m60.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.3m46.5k shares |
| CITADEL ADVISORS LLC | Reduced | $4.8m35.5k shares |
| Interval Partners, LP | New | $2.2m160 shares |
| WOLVERINE TRADING, LLC | New | $1.9m14.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m10.8k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.1m8.5k shares |
| Twin Tree Management, LP | Unchanged | $811.3k6.0k shares |
| Cubist Systematic Strategies, LLC | Reduced | $676.1k5.0k shares |
| GROUP ONE TRADING LLC | Reduced | $81.1k600 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.4m47.6k shares |
| Caption Management, LLC | New | $5.4m40.0k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $3.3m24.1k shares |
| CITADEL ADVISORS LLC | Reduced | $2.1m15.6k shares |
| JANE STREET GROUP, LLC | Added | $1.8m13.2k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.1m8.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $135.0k1.0k shares |
| GROUP ONE TRADING LLC | Reduced | $27.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 1 | $158.2k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $1.3m | — |
| Q4 2023 | 1 | $201.5k | 0 | — | — |
| Q1 2024 | 0 | — | 2 | $1.5m | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Capital World Investors 0.15% of their portfolio | 6.8m $915.9m | Added +174.0k |
| VANGUARD GROUP INC 0.02% of their portfolio | 6.8m $915.5m | Added +14.3k |
| FMR LLC 0.06% of their portfolio | 6.4m $865.9m | Added +267.1k |
| BlackRock Inc. 0.02% of their portfolio | 6.2m $831.8m | Added +59.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 1.84% of their portfolio | 3.2m $430.3m | Added +209.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.12% of their portfolio | 2.8m $382.2m | Reduced -419.9k |
| STATE STREET CORP 0.01% of their portfolio | 1.9m $264.1m | Reduced -1.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.26% of their portfolio | 1.9m $254.8m | Added +563.9k |
| NORGES BANK 0.03% of their portfolio | 1.7m $227.9m | Added +425.4k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.4m $192.3m | Added +8.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.2m $163.1m | Reduced -43.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.14% of their portfolio | 1.1m $152.2m | Added +222.8k |
| VIKING GLOBAL INVESTORS LP 0.58% of their portfolio | 1.1m $151.9m | Added +222.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $148.1m | Added +28.0k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.1m $145.3m | Added +6.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 816.1k $110.3m | Added +127.1k |
| Robeco Schweiz AG 2.08% of their portfolio | 799.5k $108.1m | Reduced -27.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 714.2k $96.6m | Added +171.1k |
| COOPERMAN LEON G 3.99% of their portfolio | 700.0k $94.7m | Added +100.0k |
| Clearbridge Investments, LLC 0.08% of their portfolio | 685.5k $92.7m | Reduced -73.2k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 670.4k $90.7m | Reduced -137.1k |
| TimesSquare Capital Management, LLC 1.37% of their portfolio | 646.3k $87.4m | Added +179.8k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 632.7k $85.6m | Reduced -117.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 583.9k $79.0m | Reduced -5.7k |
| MACQUARIE GROUP LTD 0.09% of their portfolio | 581.5k $78.6m | Reduced -101.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.39% of their portfolio | 579.9k $78.4m | Added +277.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 575.4k $77.8m | Reduced -70.4k |
| Invesco Ltd. 0.01% of their portfolio | 499.4k $67.5m | Reduced -66.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 469.8k $63.5m | Added +56.0k |
| Allspring Global Investments Holdings, LLC 0.10% of their portfolio | 461.8k $62.4m | Reduced -47.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 427.0k $57.7m | Added +5.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% of their portfolio | 421.3k $57.0m | First filing |
| COMMERCE BANK 0.37% of their portfolio | 419.4k $56.7m | Added +4.3k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 419.2k $56.7m | Reduced -65.6k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 402.8k $54.5m | Added +36.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 396.3k $53.6m | Added +3.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 394.6k $53.4m | Added +27.7k |
| Interval Partners, LP 1.35% of their portfolio | 340.0k $46.0m | Added +264.6k |
| SEGALL BRYANT & HAMILL, LLC 0.79% of their portfolio | 329.8k $44.6m | Reduced -28.6k |
| MORGAN STANLEY 0.00% of their portfolio | 300.4k $40.6m | Reduced -819.5k |
| Forest Avenue Capital Management LP 4.92% of their portfolio | 262.9k $35.6m | Added +102.4k |
| Vontobel Holding Ltd. 0.11% of their portfolio | 260.9k $35.3m | Added +13.8k |
| Ceredex Value Advisors LLC 0.62% of their portfolio | 243.4k $33.0m | Added +56.2k |
| Leeward Investments, LLC - MA 1.49% of their portfolio | 240.0k $32.4m | Reduced -1.9k |
| SCOPIA CAPITAL MANAGEMENT LP 4.68% of their portfolio | 233.8k $31.6m | Added +16.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.27% of their portfolio | 199.6k $27.0m | Added +31.1k |
| ProShare Advisors LLC 0.07% of their portfolio | 188.0k $25.4m | Reduced -32.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 184.6k $25.0m | Reduced -5.0k |
| FIL Ltd 0.02% of their portfolio | 176.7k $23.9m | Added +176.6k |
| CIBC Private Wealth Group LLC 0.04% of their portfolio | 171.9k $23.4m | Reduced -543 |
| CRAMER ROSENTHAL MCGLYNN LLC 1.32% of their portfolio | 166.4k $22.5m | Added +973 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.65% of their portfolio | 158.6k $21.4m | Reduced -6.2k |
| Retirement Systems of Alabama 0.08% of their portfolio | 156.2k $21.1m | Reduced -1.2k |
| Artemis Investment Management LLP 0.28% of their portfolio | 151.7k $20.5m | Added +43.3k |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 150.0k $20.3m | Reduced -19.2k |
| J. L. Bainbridge & Co., Inc. 2.01% of their portfolio | 148.3k $20.0m | Reduced -25.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio | 147.2k $19.9m | Reduced -33.4k |
| COMERICA BANK 0.08% of their portfolio | 138.3k $18.7m | Added +31.8k |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 131.2k $17.7m | Added +101.5k |
| Swiss National Bank 0.01% of their portfolio | 130.8k $17.7m | Reduced -100 |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 125.3k $16.9m | Added +1.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 118.2k $16.0m | Added +1.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 118.2k $16.0m | Reduced -117.3k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 114.9k $15.5m | Added +5.1k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 113.1k $15.4m | Added +1.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 106.9k $14.4m | Added +7.8k |
| Legal & General Group Plc 0.00% of their portfolio | 104.0k $14.1m | Added +97 |
| UBS Group AG 0.00% of their portfolio | 103.3k $14.0m | Added +2.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 102.9k $13.9m | Reduced -20.6k |
| HANTZ FINANCIAL SERVICES, INC. 0.25% of their portfolio | 97.3k $13.2m | Added +7.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 97.1k $13.1m | Added +5.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 96.8k $13.1m | Added +88.8k |
| Empire Life Investments Inc. 0.81% of their portfolio | 95.5k $12.9m | Reduced -5.7k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.87% of their portfolio | 86.4k $11.7m | Reduced -104.9k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 84.1k $11.4m | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 83.5k $11.3m | Reduced -21.8k |
| Gotham Asset Management, LLC 0.15% of their portfolio | 83.1k $11.2m | Added +33.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 81.2k $11.0m | Added +55.0k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 78.1k $10.6m | Reduced -50.7k |
| Verition Fund Management LLC 0.08% of their portfolio | 76.0k $10.3m | Added +39.7k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 75.4k $10.2m | Reduced -137.9k |
| CI INVESTMENTS INC. 0.04% of their portfolio | 74.2k $10.0m | Reduced -723 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.09% of their portfolio | 73.1k $9.9m | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 69.2k $9.8m | Reduced -3.0k |
| BARCLAYS PLC 0.00% of their portfolio | 66.5k $9.0m | Reduced -19.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 66.0k $8.9m | Reduced -27.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 65.9k $8.9m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 65.7k $8.9m | Reduced -80.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 65.3k $8.8m | Reduced -1.5k |
| OPPENHEIMER & CO INC 0.13% of their portfolio | 60.9k $8.2m | Added +255 |
| CenterBook Partners LP 0.51% of their portfolio | 60.6k $8.2m | Added +39.9k |
| MOORE CAPITAL MANAGEMENT, LP 0.18% of their portfolio | 60.0k $8.1m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 59.7k $8.1m | Added +2.7k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 56.2k $7.6m | Reduced -3.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 55.9k $7.6m | Added +50.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 52.0k $7.0m | Reduced -6.3k |
| Woodline Partners LP 0.07% of their portfolio | 51.4k $7.0m | New |
| J. Goldman & Co LP 0.25% of their portfolio | 50.4k $6.8m | New |
| Fiera Capital Corp 0.02% of their portfolio | 50.0k $6.8m | Reduced -252.0k |
| Amundi 0.00% of their portfolio | 50.0k $6.8m | Added +22.1k |