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 ($17.0m this quarter). Holder counts are more reliable. Shares outstanding: 66.2m as of 2024-10-31, 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 ≈ $155.11. Options: 9 managers hold calls ($42.7m notional), 10 hold puts ($36.9m).
Trends to Q4 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 |
| Q3 2024 | 439 |
| Q4 2024 | 440 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 194 | 218 |
| Q2 2023 | 174 | 208 |
| Q3 2023 | 163 | 204 |
| Q4 2023 | 200 | 204 |
| Q1 2024 | 197 | 209 |
| Q2 2024 | 192 | 205 |
| Q3 2024 | 216 | 190 |
| Q4 2024 | 200 | 204 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $34.3m | $47.9m | 1.40 |
| Q2 2024 | $27.5m | $20.3m | 0.74 |
| Q3 2024 | $33.3m | $34.6m | 1.04 |
| Q4 2024 | $42.7m | $36.9m | 0.86 |
Biggest buyers
| UBS Group AG | Added | +506.0k |
| Nuveen Asset Management, LLC | Added | +399.3k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +363.7k |
| Cartenna Capital, LP | New | +360.3k |
| Alyeska Investment Group, L.P. | Added | +323.9k |
| SCOPIA CAPITAL MANAGEMENT LP | Added | +257.8k |
| BlackRock, Inc. | Added | +246.0k |
| VIKING GLOBAL INVESTORS LP | Added | +236.5k |
| TimesSquare Capital Management, LLC | Added | +232.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +183.3k |
Biggest sellers
| Point72 Asset Management, L.P. | Sold out | -503.1k |
| Capital World Investors | Reduced | -497.4k |
| FMR LLC | Reduced | -315.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduced | -258.0k |
| SEGALL BRYANT & HAMILL, LLC | Reduced | -246.6k |
| JPMORGAN CHASE & CO | Reduced | -188.6k |
| Forest Avenue Capital Management LP | Reduced | -181.7k |
| Interval Partners, LP | Sold out | -175.5k |
| COOPERMAN LEON G | Reduced | -164.6k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -123.0k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $31.0m200.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.1m33.0k shares |
| JANE STREET GROUP, LLC | New | $3.4m22.2k shares |
| CITIGROUP INC | New | $1.6m10.4k shares |
| CITADEL ADVISORS LLC | Reduced | $744.6k4.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $675.7k4.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $62.0k400 shares |
| GROUP ONE TRADING LLC | Reduced | $46.5k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Caption Management, LLC | Unchanged | $18.6m120.0k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $10.9m70.0k shares |
| BARCLAYS PLC | New | $3.6m23.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m10.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m7.1k shares |
| JANE STREET GROUP, LLC | Reduced | $527.4k3.4k shares |
| GROUP ONE TRADING LLC | New | $263.7k1.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $263.0k1.7k shares |
| Walleye Capital LLC | Reduced | $77.6k500 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $1.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-07 | Pinkham Louis V. Chief Executive Officer, director | Sold | $1.6m8.8k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 6.8m $1.0bn | Reduced -7.6k |
| BlackRock, Inc. 0.02% of their portfolio | 6.4m $995.4m | Added +246.0k |
| Capital World Investors 0.15% of their portfolio | 6.3m $975.7m | Reduced -497.4k |
| FMR LLC 0.05% of their portfolio | 5.7m $885.0m | Reduced -315.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 1.99% of their portfolio | 2.9m $451.2m | Reduced -258.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.14% of their portfolio | 2.8m $429.2m | Reduced -38.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.33% of their portfolio | 2.2m $337.7m | Added +363.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $319.2m | Added +80.0k |
| NORGES BANK 0.03% of their portfolio | 1.5m $235.2m | Added +4.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.3m $206.7m | Added +42.7k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.3m $204.1m | Reduced -123.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.77% of their portfolio | 1.1m $176.7m | Added +159.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.15% of their portfolio | 1.1m $175.5m | Reduced -6.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $170.7m | Reduced -4.2k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 1.1m $165.3m | Reduced -85.9k |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 899.7k $139.6m | Added +399.3k |
| TimesSquare Capital Management, LLC 2.00% of their portfolio | 884.1k $137.1m | Added +232.5k |
| VIKING GLOBAL INVESTORS LP 0.44% of their portfolio | 866.6k $134.4m | Added +236.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.32% of their portfolio | 847.8k $131.5m | Reduced -36.6k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 745.3k $115.6m | Reduced -37.9k |
| Robeco Schweiz AG 2.29% of their portfolio | 691.9k $107.3m | Reduced -47.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 684.0k $106.1m | Reduced -188.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 679.5k $105.4m | Reduced -22.9k |
| Clearbridge Investments, LLC 0.08% of their portfolio | 617.8k $95.8m | Added +56.6k |
| UBS Group AG 0.02% of their portfolio | 609.1k $94.5m | Added +506.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 574.7k $89.2m | Added +116.9k |
| MORGAN STANLEY 0.01% of their portfolio | 548.1k $85.0m | Added +71.3k |
| COOPERMAN LEON G 3.14% of their portfolio | 535.4k $83.1m | Reduced -164.6k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 533.5k $82.8m | Added +10.6k |
| Invesco Ltd. 0.02% of their portfolio | 529.0k $82.1m | Added +25.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 512.0k $79.4m | Reduced -14.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% of their portfolio | 456.5k $70.8m | Added +24.8k |
| SCOPIA CAPITAL MANAGEMENT LP 7.45% of their portfolio | 454.1k $70.4m | Added +257.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 446.4k $68.4m | Reduced -20.4k |
| Allspring Global Investments Holdings, LLC 0.11% of their portfolio | 439.3k $67.3m | Reduced -34.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 434.1k $67.3m | Added +13.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 432.2k $67.0m | Added +378 |
| COMMERCE BANK 0.40% of their portfolio | 420.9k $65.3m | Reduced -5.0k |
| Alyeska Investment Group, L.P. 0.23% of their portfolio | 400.1k $62.1m | Added +323.9k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 384.6k $59.7m | Reduced -15.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.56% of their portfolio | 379.7k $58.9m | Added +77.3k |
| FIL Ltd 0.05% of their portfolio | 368.1k $57.1m | Added +39.6k |
| Cartenna Capital, LP 4.13% of their portfolio | 360.3k $55.9m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 346.0k $53.7m | Reduced -37.1k |
| Vontobel Holding Ltd. 0.16% of their portfolio | 300.3k $46.6m | Reduced -5.3k |
| CRAMER ROSENTHAL MCGLYNN LLC 2.16% of their portfolio | 246.5k $38.2m | Added +25.6k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 241.7k $37.5m | Added +183.3k |
| ProShare Advisors LLC 0.07% of their portfolio | 200.9k $31.2m | Reduced -20.1k |
| Leeward Investments, LLC - MA 1.54% of their portfolio | 198.9k $30.9m | Reduced -12.0k |
| COMERICA BANK 0.12% of their portfolio | 192.8k $29.9m | Added +17.0k |
| Ceredex Value Advisors LLC 0.57% of their portfolio | 183.4k $28.5m | Reduced -54.1k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 182.3k $28.3m | Added +435 |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 175.7k $27.3m | Added +44.4k |
| CIBC Private Wealth Group LLC 0.05% of their portfolio | 166.8k $25.9m | Reduced -4.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 165.8k $25.7m | Reduced -58.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.65% of their portfolio | 165.8k $25.7m | Added +8.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.16% of their portfolio | 159.1k $24.7m | Reduced -18.0k |
| Retirement Systems of Alabama 0.09% of their portfolio | 153.6k $23.8m | Reduced -304 |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 143.9k $22.3m | First filing |
| Aperture Investors, LLC 2.83% of their portfolio | 141.2k $21.9m | Reduced -10.1k |
| Swiss National Bank 0.01% of their portfolio | 130.8k $20.3m | Added +900 |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 130.1k $20.2m | Reduced -887 |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 118.5k $18.4m | Reduced -2.3k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 110.3k $16.9m | Reduced -1.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 108.0k $16.8m | Added +24.1k |
| Legal & General Group Plc 0.00% of their portfolio | 107.0k $16.6m | Reduced -523 |
| California Public Employees Retirement System 0.01% of their portfolio | 105.6k $16.4m | Reduced -10.6k |
| HANTZ FINANCIAL SERVICES, INC. 0.28% of their portfolio | 104.3k $16.2m | Added +4.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 101.2k $15.7m | Reduced -47.8k |
| Creative Planning 0.02% of their portfolio | 100.7k $15.6m | Added +97.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 97.9k $15.2m | Added +92.9k |
| Schonfeld Strategic Advisors LLC 0.09% of their portfolio | 96.0k $14.9m | Reduced -62.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.44% of their portfolio | 95.1k $14.7m | Added +67.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 95.0k $14.7m | Added +6.2k |
| Artemis Investment Management LLP 0.20% of their portfolio | 92.0k $14.3m | Reduced -42.1k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 89.6k $13.9m | Added +2.7k |
| Gotham Asset Management, LLC 0.13% of their portfolio | 88.3k $13.7m | Reduced -29.0k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 85.1k $13.2m | Added +82.7k |
| BARCLAYS PLC 0.01% of their portfolio | 84.8k $13.1m | Reduced -10.3k |
| Forest Avenue Capital Management LP 1.19% of their portfolio | 81.3k $12.6m | Reduced -181.7k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.11% of their portfolio | 79.9k $12.4m | Added +7.3k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 74.9k $11.6m | Reduced -3.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 74.2k $11.5m | Added +7.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 73.1k $11.3m | Reduced -16.3k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.79% of their portfolio | 72.2k $11.2m | Reduced -11.2k |
| Channing Capital Management, LLC 0.28% of their portfolio | 68.4k $10.6m | Added +14.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 67.6k $10.5m | Reduced -879 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 66.0k $10.2m | Added +5.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 65.4k $10.1m | Reduced -206 |
| Waratah Capital Advisors Ltd. 0.57% of their portfolio | 65.3k $10.1m | New |
| ArrowMark Colorado Holdings LLC 0.13% of their portfolio | 63.2k $9.8m | Added +12.0k |
| Empire Life Investments Inc. 0.61% of their portfolio | 62.6k $9.7m | Reduced -31.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 62.3k $9.7m | Reduced -1.1k |
| Freestone Grove Partners LP 0.12% of their portfolio | 61.7k $9.6m | First filing |
| Polar Asset Management Partners Inc. 0.14% of their portfolio | 61.0k $9.5m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 59.6k $9.2m | Reduced -90 |
| STRS OHIO 0.04% of their portfolio | 58.6k $9.1m | Added +48.2k |
| OPPENHEIMER & CO INC 0.14% of their portfolio | 58.4k $9.1m | Reduced -265 |
| Walleye Capital LLC 0.08% of their portfolio | 55.6k $8.6m | Added +52.6k |
| CI INVESTMENTS INC. 0.03% of their portfolio | 55.2k $8.6m | Reduced -12.4k |