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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$1.24M +$108K +1,209 +10%
California State Teachers Retirement System (CalSTRS)
227
California State Teachers Retirement System (CalSTRS)
California
$1.22M +$6.17K +69 +0.5%
CGH
228
Crossmark Global Holdings
Texas
$1.22M +$89 +1 +0%
AWM
229
Avior Wealth Management
Nebraska
$1.19M -$35.8K -400 -3%
MML Investors Services
230
MML Investors Services
Massachusetts
$1.19M +$263K +2,938 +29%
OQS
231
Occudo Quantitative Strategies
Florida
$1.17M -$108K -1,204 -8%
Victory Capital Management
232
Victory Capital Management
Texas
$1.08M
AG
233
Ascent Group
Virginia
$1.02M +$26.4K +295 +3%
PCS
234
Personal CFO Solutions
New Jersey
$996K
SCM
235
Sterling Capital Management
North Carolina
$979K +$347K +3,873 +55%
TRCT
236
Tower Research Capital (TRC)
New York
$969K +$622K +6,954 +184%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$960K +$952K +10,645 New
Allianz Asset Management
238
Allianz Asset Management
Germany
$946K +$120K +1,341 +15%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$945K -$113K -1,268 -11%
CAM
240
Claret Asset Management
Quebec, Canada
$923K +$14.6K +163 +2%
URS
241
Utah Retirement Systems
Utah
$887K
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$882K -$62.4K -697 -7%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$836K -$913K -10,207 -52%
Osaic Holdings
244
Osaic Holdings
Arizona
$835K +$6.62K +74 +0.8%
BS
245
Banco Santander
Spain
$822K +$128K +1,431 +19%
ETC
246
Exchange Traded Concepts
Oklahoma
$816K +$20.1K +225 +3%
FCFC
247
First Commonwealth Financial Corp
Pennsylvania
$812K +$28.9K +323 +4%
ProShare Advisors
248
ProShare Advisors
Maryland
$778K +$53.2K +595 +7%
HHAA
249
Henry H. Armstrong Associates
Pennsylvania
$749K +$27.7K +310 +4%
LWAM
250
Legacy Wealth Asset Management
Minnesota
$742K +$2.06K +23 +0.3%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.