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RB Global

254 hedge funds and large institutions have $4.33B invested in RB Global in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

17% more funds holding

Funds holding: 218254 (+36)

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $3.93B → $4.33B (+$398M)

1.61% more ownership

Funds ownership: 90.83%92.43% (+1.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
254
Holders Change
+36
Holders Change %
+16.51%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
57
Increased
87
Reduced
78
Closed
12
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$953K
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
226
First Bank & Trust
South Dakota
$14K
GWM
227
Geneos Wealth Management
Colorado
$13K
LF
228
Lee Financial
Texas
$12K
FHA
229
Flagship Harbor Advisors
Massachusetts
$9K +$9.16K +220 New
SIAS
230
Shine Investment Advisory Services
Colorado
$8K -$2.92K -70 -27%
BAMG
231
Brand Asset Management Group
Missouri
$8K
TL
232
TrueWealth LLC
Georgia
$8K
FRA
233
Front Row Advisors
California
$8K +$2.71K +65 +52%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$7K -$17.3K -415 -71%
AAMU
235
Amundi Asset Management US
Massachusetts
$7K
SF
236
Synovus Financial
Georgia
$7K +$2.21K +53 +46%
FCM
237
Firestone Capital Management
Florida
$6K +$5.58K +134 New
IFAM
238
Institutional & Family Asset Management
Colorado
$5K
EWM
239
EPG Wealth Management
Georgia
$5K +$4.79K +115 New
ACM
240
Allred Capital Management
Texas
$4.71K +$4.58K +110 New
JSC
241
Jackson Square Capital
California
$4K +$3.96K +95 New
PA
242
Parallel Advisors
California
$3K
KPW
243
Kore Private Wealth
New York
$3K +$2.92K +70 New
CI
244
Cordant Inc
Oregon
$3K +$3.29K +79 New
SWM
245
Sugarloaf Wealth Management
Georgia
$3K +$3.33K +80 New
VFA
246
Valeo Financial Advisors
Indiana
$2K
ZB
247
Zions Bancorporation
Utah
$2K
TI
248
tru Independence
Oregon
$2K +$1.87K +45 New
GFPC
249
Global Financial Private Client
Florida
$1.59K +$1.54K +37 New
GRP
250
Global Retirement Partners
California
$1K