RB Global
287 hedge funds and large institutions have $5.53B invested in RB Global in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 23 closing their positions.
104% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 23
33% more call options, than puts
Call options by funds: $1.9M | Put options by funds: $1.43M
8% more funds holding
Funds holding: 266 → 287 (+21)
1% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 100
4% less capital invested
Capital invested by funds: $5.73B → $5.53B (-$207M)
1.47% less ownership
Funds ownership: 83.36% → 81.89% (-1.5%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$150M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$55.1M |
| 3 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$19.5M |
| 4 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$18M |
| 5 |
Morgan Stanley
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$108M |
| 2 |
PC
Pelham Capital
London,
United Kingdom
|
-$73.4M |
| 3 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$45.4M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$41M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$32.7M |
RBA Hedge Fund Activity: Q4 2021 in Review
287 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2021, worth a combined $5.53B — down 3.6% from $5.73B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new RBA positions and 23 closed out — a net gain of 24 holders — while 101 added to existing stakes and 100 trimmed.
The largest buyer was Beutel, Goodman & Co, adding an estimated $150M. The largest seller was Massachusetts Financial Services, cutting an estimated $108M.
- 287 institutional investors held RB Global (RBA) as of Q4 2021, up from 266 in Q3 2021.
- Funds reported $5.53B of RB Global stock for Q4 2021, down 3.6% quarter-over-quarter.
- 47 funds opened new RB Global positions in Q4 2021 and 23 closed out, a net change of +24 holders.
- The largest RB Global buyer in Q4 2021 was Beutel, Goodman & Co, an estimated $150M added.
- The largest RB Global seller in Q4 2021 was Massachusetts Financial Services, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2021.