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RB Global

385 hedge funds and large institutions have $10.9B invested in RB Global in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $10.7M

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$890M)

3.62% more ownership

Funds ownership: 91.87%95.49% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 391385 (-6)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 159

Holders
385
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
120
Reduced
159
Closed
50
Calls
$42.3M
Puts
$10.7M
Net Calls
+$31.6M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gotham Asset Management
New York
$679K -$3.82K -62 -0.6%
SM
227
Sciencast Management
New Jersey
$664K +$654K +10,616 New
CCM
228
Cinctive Capital Management
New York
$625K -$1.85M -30,000 -75%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$622K -$1.91K -31 -0.3%
URS
230
Utah Retirement Systems
Utah
$621K +$6.16K +100 +1%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$604K -$16.4K -266 -3%
QP
232
Quilter Plc
United Kingdom
$588K
MIM
233
MetLife Investment Management
New Jersey
$587K +$308 +5 +0.1%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$584K -$166K -2,698 -22%
BEI
235
Benjamin Edwards Inc
Missouri
$539K -$4.13K -67 -0.8%
Creative Planning
236
Creative Planning
Kansas
$531K +$199K +3,236 +62%
LWAM
237
Legacy Wealth Asset Management
Minnesota
$531K -$572K -9,281 -52%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$531K +$523K +8,491 New
VPIM
239
Vanguard Personalized Indexing Management
California
$530K +$79.7K +1,294 +18%
SG Americas Securities
240
SG Americas Securities
New York
$526K +$239K +3,872 +120%
QCM
241
Qsemble Capital Management
New York
$519K +$511K +8,300 New
MGP
242
Metis Global Partners
California
$508K +$8.81K +143 +2%
AIM
243
Arcadia Investment Management
Michigan
$500K +$55.8K +905 +13%
DT
244
Diversified Trust
Tennessee
$489K -$300K -4,863 -38%
AG
245
Ascent Group
Virginia
$488K +$8.32K +135 +2%
TC
246
Tacita Capital
Ontario, Canada
$488K +$3.08K +50 +0.6%
HHAA
247
Henry H. Armstrong Associates
Pennsylvania
$485K -$41K -665 -8%
WI
248
WrapManager Inc
California
$468K -$137K -2,225 -23%
RWM
249
Ritholtz Wealth Management
New York
$461K +$493 +8 +0.1%
APG Asset Management
250
APG Asset Management
Netherlands
$461K

RBA Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2023, worth a combined $10.9B — up 8.9% from $10B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RBA and 49 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 120 added.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was Discerene Group, cutting an estimated $69.4M.

  • 385 institutional investors held RB Global (RBA) as of Q3 2023, down from 391 in Q2 2023.
  • Funds reported $10.9B of RB Global stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 49 funds opened new RB Global positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest RB Global buyer in Q3 2023 was Vanguard Group, an estimated $826M added.
  • The largest RB Global seller in Q3 2023 was Discerene Group, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2023.