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RB Global

275 hedge funds and large institutions have $5.4B invested in RB Global in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

5% more funds holding

Funds holding: 262275 (+13)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $5.43B → $5.4B (-$36.1M)

1.44% less ownership

Funds ownership: 83.49%82.05% (-1.4%)

44% less call options, than puts

Call options by funds: $4.59M | Put options by funds: $8.2M

Holders
275
Holders Change
+13
Holders Change %
+4.96%
% of All Funds
4.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
110
Reduced
94
Closed
25
Calls
$4.59M
Puts
$8.2M
Net Calls
-$3.61M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Ancora Advisors
Ohio
$12K +$5.29K +86 +70%
HFA
252
HC Financial Advisors
California
$10K
WBC
253
West Branch Capital
Massachusetts
$10K +$10.8K +175 New
SWM
254
Spire Wealth Management
Virginia
$9K -$923 -15 -9%
PA
255
Parallel Advisors
California
$8K -$8.62K -140 -52%
FCM
256
Firestone Capital Management
Florida
$8K
FFC
257
First Financial Corp
Indiana
$6K
FRA
258
Front Row Advisors
California
$6K
CWP
259
Concord Wealth Partners
Virginia
$5K
HI
260
Harbour Investments
Wisconsin
$5K
IFAM
261
Institutional & Family Asset Management
Colorado
$5K +$2.03K +33 +62%
SWM
262
Sugarloaf Wealth Management
Georgia
$5K +$4.92K +80 New
SCA
263
Stonebridge Capital Advisors
Minnesota
$4K +$1.29K +21 +45%
ACM
264
AUA Capital Management
Pennsylvania
$3K
CFO
265
CVA Family Office
Colorado
$3K +$2.83K +46 New
PCTC
266
Perkins Coie Trust Company
Washington
$3K +$2.95K +48 New
SWM
267
Selective Wealth Management
Virginia
$3K +$3.14K +51 New
GFPC
268
Global Financial Private Client
Florida
$2.21K
WT
269
Whittier Trust
California
$2K
SC
270
Sierra Capital
Florida
$2K +$1.6K +26 New
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.72K +28 New
TFS
272
TrustCore Financial Services
Tennessee
$2K +$1.85K +30 New
MCM
273
Manchester Capital Management
Vermont
$2K +$1.97K +32 New
BWM
274
Baystate Wealth Management
Massachusetts
$1K
GWS
275
Glassman Wealth Services
Virginia
$1K +$246 +4 +21%

RBA Hedge Fund Activity: Q2 2021 in Review

275 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2021, worth a combined $5.4B — down 0.66% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RBA positions and 25 closed out — a net gain of 16 holders — while 110 added to existing stakes and 94 trimmed.

The largest buyer was Pelham Capital, opening a new position worth an estimated $98.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $83.5M.

  • 275 institutional investors held RB Global (RBA) as of Q2 2021, up from 262 in Q1 2021.
  • Funds reported $5.4B of RB Global stock for Q2 2021, down 0.66% quarter-over-quarter.
  • 41 funds opened new RB Global positions in Q2 2021 and 25 closed out, a net change of +16 holders.
  • The largest RB Global buyer in Q2 2021 was Pelham Capital, an estimated $98.1M added.
  • The largest RB Global seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2021.