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RB Global

266 hedge funds and large institutions have $5.73B invested in RB Global in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $1.24M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

6% more capital invested

Capital invested by funds: $5.4B → $5.73B (+$338M)

1.32% more ownership

Funds ownership: 82.05%83.36% (+1.3%)

3% less funds holding

Funds holding: 275266 (-9)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
107
Reduced
86
Closed
35
Calls
$9.03M
Puts
$1.24M
Net Calls
+$7.79M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
251
Institutional & Family Asset Management
Colorado
$4K -$1.34K -22 -26%
DP
252
Dundas Partners
United Kingdom
$4K +$3.73K +61 New
VCM
253
Vigilant Capital Management
Maine
$4K +$3.97K +65 New
ACM
254
AUA Capital Management
Pennsylvania
$3K
PCTC
255
Perkins Coie Trust Company
Washington
$3K
SWM
256
Selective Wealth Management
Virginia
$3K
GWS
257
Glassman Wealth Services
Virginia
$3K +$1.53K +25 +109%
GFPC
258
Global Financial Private Client
Florida
$2.28K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$2K
WT
260
Whittier Trust
California
$2K
SC
261
Sierra Capital
Florida
$2K +$244 +4 +15%
SPIA
262
Steward Partners Investment Advisory
New York
$2K +$2.38K +39 New
SCA
263
Stonebridge Capital Advisors
Minnesota
$1K -$2.87K -47 -69%
BWM
264
Baystate Wealth Management
Massachusetts
$1K
CI
265
Cordant Inc
Oregon
$1K +$978 +16 New
Alyeska Investment Group
266
Alyeska Investment Group
Illinois
-$38.6M -651,483 Closed
D.E. Shaw & Co
267
D.E. Shaw & Co
New York
-$11.2M -188,911 Closed
CSS
268
Cubist Systematic Strategies
Connecticut
-$6.72M -113,321 Closed
Citadel Advisors
269
Citadel Advisors
Florida
-$3.88M -63,556 Closed
DFAM
270
Deep Field Asset Management
California
-$3.44M -58,000 Closed
FAF
271
Första AP-fonden
Sweden
-$3.36M -56,600 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
272
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.24M -54,683 Closed
DA
273
Duality Advisers
Florida
-$2.5M -42,102 Closed
Two Sigma Investments
274
Two Sigma Investments
New York
-$2.2M -37,082 Closed
OQS
275
Occudo Quantitative Strategies
Florida
-$2M -33,801 Closed

RBA Hedge Fund Activity: Q3 2021 in Review

266 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2021, worth a combined $5.73B — up 6.3% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RBA and 30 opened new positions — a net loss of 5 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $163M. The largest seller was William Blair Investment Management, cutting an estimated $41.3M.

  • 266 institutional investors held RB Global (RBA) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $5.73B of RB Global stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 30 funds opened new RB Global positions in Q3 2021 and 35 closed out, a net change of -5 holders.
  • The largest RB Global buyer in Q3 2021 was Independent Franchise Partners, an estimated $163M added.
  • The largest RB Global seller in Q3 2021 was William Blair Investment Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.