We are live on ! Find out more
RBA icon

RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endurance Wealth Management
Rhode Island
$435K
SAM
227
Seelaus Asset Management
New Jersey
$435K +$46.6K +800 +12%
PG
228
Pendal Group
Australia
$429K +$432K +7,424 New
TAM
229
Terrapin Asset Management
Florida
$405K +$408K +7,000 New
WP
230
WealthSource Partners
California
$399K +$58.5K +1,005 +17%
MOS
231
MGO One Seven
Ohio
$387K -$15.2K -261 -4%
Mariner
232
Mariner
Kansas
$380K -$313K -5,370 -45%
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
$377K +$349K +6,000 +1,117%
AM
234
AGF Management
Ontario, Canada
$373K +$376K +6,458 New
Barclays
235
Barclays
United Kingdom
$373K -$38K -653 -9%
Wolverine Trading
236
Wolverine Trading
Illinois
$372K +$375K +6,438 New
AWS
237
Atria Wealth Solutions
New York
$362K -$274K -4,701 -43%
Vontobel Holding
238
Vontobel Holding
Switzerland
$360K +$17.6K +302 +5%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$340K +$29.8K +511 +10%
EWA
240
Exencial Wealth Advisors
Oklahoma
$331K +$103K +1,771 +45%
KAS
241
Kestra Advisory Services
Texas
$329K -$21.2K -364 -6%
SCA
242
Snowden Capital Advisors
New York
$324K -$8.79K -151 -3%
SC
243
Shay Capital
New York
$317K +$319K +5,476 New
WS
244
Wedbush Securities
California
$308K -$28.4K -488 -8%
WA
245
Wealth Alliance
New York
$307K -$10.7K -184 -3%
HCM
246
Hengehold Capital Management
Ohio
$303K -$1.46K -25 -0.5%
WI
247
WrapManager Inc
California
$299K -$5.76K -99 -2%
BPC
248
Banque Pictet & Cie
Switzerland
$289K +$78.4K +1,347 +37%
PAMP
249
Polar Asset Management Partners
Ontario, Canada
$289K +$291K +5,000 New
OIA
250
OneDigital Investment Advisors
Kansas
$289K -$2.56K -44 -0.9%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.