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RB Global

266 hedge funds and large institutions have $5.73B invested in RB Global in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $1.24M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

6% more capital invested

Capital invested by funds: $5.4B → $5.73B (+$338M)

1.32% more ownership

Funds ownership: 82.05%83.36% (+1.3%)

3% less funds holding

Funds holding: 275266 (-9)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
107
Reduced
86
Closed
35
Calls
$9.03M
Puts
$1.24M
Net Calls
+$7.79M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
226
Vontobel Holding
Switzerland
$42K +$42.1K +689 New
MCM
227
Manchester Capital Management
Vermont
$38K +$36.1K +591 +1,847%
GWM
228
Geneos Wealth Management
Colorado
$33K
AWA
229
Arkadios Wealth Advisors
Georgia
$27K -$6.96K -114 -21%
CFA
230
Carroll Financial Associates
North Carolina
$27K
1832 Asset Management
231
1832 Asset Management
Ontario, Canada
$25K
LC
232
Lindbrook Capital
California
$23K +$3.79K +62 +20%
GRP
233
Global Retirement Partners
California
$22K +$7.45K +122 +52%
JWA
234
JFS Wealth Advisors
Pennsylvania
$17K +$16.9K +277 New
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$14K -$2.99K -49 -17%
Bessemer Group
236
Bessemer Group
New Jersey
$14K
LF
237
Lee Financial
Texas
$13K -$4.28K -70 -25%
AA
238
Ancora Advisors
Ohio
$13K
WBC
239
West Branch Capital
Massachusetts
$11K
PMFA
240
Plante Moran Financial Advisors
Michigan
$11K +$11K +180 New
HFA
241
HC Financial Advisors
California
$10K
SWM
242
Spire Wealth Management
Virginia
$9K
PA
243
Parallel Advisors
California
$9K +$1.47K +24 +19%
FCM
244
Firestone Capital Management
Florida
$8K
Optiver Holding
245
Optiver Holding
Netherlands
$8K +$8K +131 New
FFC
246
First Financial Corp
Indiana
$6K
FRA
247
Front Row Advisors
California
$5K -$1.41K -23 -22%
CWP
248
Concord Wealth Partners
Virginia
$5K
HI
249
Harbour Investments
Wisconsin
$5K
GPA
250
Guidance Point Advisors
Massachusetts
$5K +$5.07K +83 New

RBA Hedge Fund Activity: Q3 2021 in Review

266 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2021, worth a combined $5.73B — up 6.3% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RBA and 30 opened new positions — a net loss of 5 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $163M. The largest seller was William Blair Investment Management, cutting an estimated $41.3M.

  • 266 institutional investors held RB Global (RBA) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $5.73B of RB Global stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 30 funds opened new RB Global positions in Q3 2021 and 35 closed out, a net change of -5 holders.
  • The largest RB Global buyer in Q3 2021 was Independent Franchise Partners, an estimated $163M added.
  • The largest RB Global seller in Q3 2021 was William Blair Investment Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.