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RB Global
RBA

Overview Fund Activity

396 hedge funds and large institutions have $11.4B invested in RB Global in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 35 closing their positions.

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
51
Increased
126
Reduced
159
Closed
35
Calls
$42.8M
Puts
$4.97M
Net Calls
+$37.8M
Net Calls Change
+$6.16M

Top Buyers

1
VAM
1
Vontobel Asset Management
New York
$468M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$266M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$55.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.2M
5
Holocene Advisors
5
Holocene Advisors
New York
$21.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$26.8K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$71.1M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$116M
5
MAMU
5
Marathon Asset Management (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
226
AE Wealth Management
Kansas
$599K 9,615 +3,731 +63%
CC
227
Centiva Capital
New York
$594K 8,875 +8,875 New
Creative Planning
228
Creative Planning
Kansas
$571K 8,539 +43 +0.5%
LWAM
229
Legacy Wealth Asset Management
Minnesota
$568K 8,486 -10 -0.1%
MGP
230
Metis Global Partners
California
$567K 8,472 +353 +4%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$528K 7,893 -598 -7%
HHAA
232
Henry H. Armstrong Associates
Pennsylvania
$519K 7,755 – –
OIA
233
OneDigital Investment Advisors
Kansas
$517K 7,728 +2,394 +45%
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$507K 7,575 +7,575 New
SC
235
Scotia Capital
Ontario, Canada
$499K 7,497 -67,380 -90%
TC
236
Tacita Capital
Ontario, Canada
$487K 7,251 -514 -7%
KeyBank National Association
237
KeyBank National Association
Ohio
$483K 7,215 +204 +3%
AO
238
Advisor OS
Illinois
$483K 7,214 +1,163 +19%
PI
239
PEAK6 Investments
Illinois
$477K 7,138 -32,935 -82%
SCA
240
Snowden Capital Advisors
New York
$477K 7,132 -202 -3%
BWM
241
Baron Wealth Management
Michigan
$463K 6,915 – –
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$458K 6,852 +2,869 +72%
RWM
243
Ritholtz Wealth Management
New York
$454K 6,791 -583 -8%
LA
244
LBP AM
France
$448K 6,667 – –
Barclays
245
Barclays
United Kingdom
$444K 6,639 -5,194 -44%
CPCM
246
Cardinal Point Capital Management
Ontario, Canada
$442K 6,603 – –
SI
247
Stephens Inc
Arkansas
$435K 6,501 +1,013 +18%
VSQM
248
V-Square Quantitative Management
Illinois
$415K 4,683 +4,683 New
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$414K 6,188 -318 -5%
WI
250
WrapManager Inc
California
$410K 6,136 -1,359 -18%
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