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RB Global

272 hedge funds and large institutions have $5.51B invested in RB Global in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 108 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.36M

2.15% more ownership

Funds ownership: 81.89%84.04% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 101

0% less capital invested

Capital invested by funds: $5.53B → $5.51B (-$15.6M)

5% less funds holding

Funds holding: 287272 (-15)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
272
Holders Change
-15
Holders Change %
-5.23%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
28
Increased
108
Reduced
101
Closed
38
Calls
$1.61M
Puts
$1.36M
Net Calls
+$243K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$45K +$39.9K +680 +861%
Mitsubishi UFJ Trust & Banking
227
Mitsubishi UFJ Trust & Banking
Japan
$41K -$166K -2,829 -81%
AA
228
Addison Advisors
Vermont
$37K +$37.2K +633 New
S
229
SignatureFD
Georgia
$36K -$47.6K -810 -57%
FHA
230
First Horizon Advisors
Tennessee
$34K -$80.1K -1,365 -70%
GWM
231
Geneos Wealth Management
Colorado
$32K
HNB
232
Huntington National Bank
Ohio
$31K -$19.4K -330 -39%
VCM
233
Vigilant Capital Management
Maine
$30K +$25.5K +435 +669%
STCOSD
234
Sageworth Trust Company of South Dakota
South Dakota
$25K -$110K -1,868 -82%
1832 Asset Management
235
1832 Asset Management
Ontario, Canada
$23K
AF
236
Advisornet Financial
Minnesota
$22K +$22.1K +377 New
PFS
237
Prospera Financial Services
Texas
$19K +$18.9K +322 New
MCM
238
Manchester Capital Management
Vermont
$18K -$18.3K -311 -50%
PA
239
Parallel Advisors
California
$16K -$3.7K -63 -19%
EWA
240
EverSource Wealth Advisors
Alabama
$16K
T
241
TCWP
Ohio
$15K +$15.3K +260 New
LF
242
Lee Financial
Texas
$13K
SPIA
243
Steward Partners Investment Advisory
New York
$13K +$13K +222 New
UB
244
UMB Bank
Missouri
$12K
SWM
245
Spire Wealth Management
Virginia
$10K -$117 -2 -1%
WBC
246
West Branch Capital
Massachusetts
$10K
FAG
247
Fortitude Advisory Group
Washington
$9K
SC
248
Siena Capital
Ohio
$8K +$8.34K +142 New
AA
249
Ancora Advisors
Ohio
$7K -$5.05K -86 -41%
GWS
250
Glassman Wealth Services
Virginia
$7K +$2.23K +38 +49%

RBA Hedge Fund Activity: Q1 2022 in Review

272 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2022, worth a combined $5.51B — down 0.28% from $5.53B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RBA and 28 opened new positions — a net loss of 10 holders — while 101 trimmed existing stakes and 108 added.

The largest buyer was Beutel, Goodman & Co, adding an estimated $126M. The largest seller was Massachusetts Financial Services, cutting an estimated $112M.

  • 272 institutional investors held RB Global (RBA) as of Q1 2022, down from 287 in Q4 2021.
  • Funds reported $5.51B of RB Global stock for Q1 2022, down 0.28% quarter-over-quarter.
  • 28 funds opened new RB Global positions in Q1 2022 and 38 closed out, a net change of -10 holders.
  • The largest RB Global buyer in Q1 2022 was Beutel, Goodman & Co, an estimated $126M added.
  • The largest RB Global seller in Q1 2022 was Massachusetts Financial Services, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2022.