Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RBC BEARINGS INC (RBC)

499 + Investors. Track Smart Money conviction in RBC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +54
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — RBC

Based on 495 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added RBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
495 hedge funds hold RBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+122 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

251 buying221 selling
Last quarter: 251 funds bought or added vs 221 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new RBC position: 69 → 62 → 61 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 21% medium 24% new
270 out of 495 hedge funds have held RBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

51 → 69 → 62 → 61 → 94 new funds/Q
New funds entering each quarter: 69 → 62 → 61 → 94. A growing number of institutions are discovering RBC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 11% 1-2yr 29% new
Of 499 current holders: 301 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
41 of 495 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: RBC

How many hedge funds hold RBC — quarterly history vs. share price
Quarterly hedge fund ownership of RBC vs. share price

Market Analysis: RBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RBC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

70 top-rated funds 3 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: RBC
2026 Q1 Stats Unlock in 18 days 499 + Investors

Track Smart Money conviction in RBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 499 445 12.13%
13F Shares 30M 31M -1.07%
Total Value $13.33B $11.73B 13.64%
New Positions 94 61 +33
Increased Positions 160 169 -9
Closed Positions 41 41 -
Reduced Positions 187 154 +33
Total Calls 2 4 -50.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: RBC

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Institutional Holders (2026 Q1)

499 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RBC. Verified SEC 13F-HR filings.

Top 25 institutional holders of RBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conestoga Capital Advisors, LLC 4.66% 429,309 $233.2M
2 Carmel Capital Management L.L.C. 3.84% 24,708 $13.4M
3 WASATCH ADVISORS LP 2.08% 575,966 $312.8M
4 Stephens Investment Management Group LLC 1.97% 265,038 $143.9M
5 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.67% 17,904 $9.7M
6 Douglas Lane & Associates, LLC 1.06% 135,909 $73.8M
7 Yorktown Management & Research Co Inc 0.90% 1,970 $1.1M
8 Covenant Asset Management, LLC 0.77% 9,434 $5.1M
9 TORRAY INVESTMENT PARTNERS LLC 0.72% 9,080 $4.9M
10 Huntleigh Advisors, Inc. 0.72% 7,717 $4.2M
11 L. Roy Papp & Associates, LLP 0.65% 10,457 $5.7M
12 Oak Thistle LLC 0.44% 8,392 $4.6M
13 WHITTIER TRUST CO 0.36% 57,528 $31.8M
14 Impact Capital Partners LLC 0.33% 2,023 $1.1M
15 WHITTIER TRUST CO OF NEVADA INC 0.32% 27,923 $15.4M
16 OAK RIDGE INVESTMENTS LLC 0.31% 8,528 $4.6M
17 MITCHELL SINKLER & STARR/PA 0.29% 1,173 $637K
18 Quantum Private Wealth, LLC 0.29% 1,750 $950K
19 SHEETS SMITH WEALTH MANAGEMENT 0.27% 4,494 $2.4M
20 RIVERBRIDGE PARTNERS LLC 0.27% 20,386 $11.1M
21 Somerset Trust Co 0.25% 1,479 $803K
22 Petros Family Wealth, LLC 0.21% 555 $301K
23 ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 0.21% 1,273 $691K
24 PFW Advisors LLC 0.19% 1,134 $616K
25 Advisors Capital Management, LLC 0.18% 28,524 $15.5M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — RBC BEARINGS INC (RBC)

What does the Smart Money Trend signal show for RBC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added RBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RBC?

Slight buying edge — 53% buying: Last quarter: 251 funds bought or added vs 221 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RBC holders?

Strong quality — 36% AUM from major funds: 41 of 495 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RBC?

55% of holders stayed for 2+ years: 270 out of 495 hedge funds have held RBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.