We are live on ! Find out more
RBA icon

RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
251
Occudo Quantitative Strategies
Florida
$282K -$766K -13,151 -73%
BF
252
BOK Financial
Oklahoma
$269K -$6.81K -117 -2%
AWAU
253
Alliance Wealth Advisors (Utah)
Utah
$269K +$270K +4,644 New
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$264K -$449K -7,704 -63%
GAM
255
Gotham Asset Management
New York
$264K -$455K -7,814 -63%
BFM
256
Boothbay Fund Management
New York
$258K +$260K +4,466 New
BC
257
Bridgefront Capital
Texas
$255K +$257K +4,413 New
GCM
258
Graham Capital Management
Connecticut
$251K -$1.01M -17,403 -80%
IIC
259
Integrated Investment Consultants
Michigan
$251K
DP
260
Dundas Partners
United Kingdom
$247K +$52.8K +907 +27%
AA
261
Ancora Advisors
Ohio
$237K +$231K +3,970 +3,254%
ONB
262
Old National Bancorp
Indiana
$236K +$238K +4,084 New
Neuberger Berman Group
263
Neuberger Berman Group
New York
$228K -$462K -7,941 -67%
HR
264
Hardy Reed
Mississippi
$228K -$349 -6 -0.2%
FCI
265
Financial Counselors Inc
Kansas
$223K -$9.61K -165 -4%
Comerica Bank
266
Comerica Bank
Texas
$222K -$183K -3,139 -46%
MC
267
Maverick Capital
Texas
$217K -$56.6K -972 -21%
SEC
268
Seven Eight Capital
New York
$217K +$218K +3,752 New
SI
269
Stephens Inc
Arkansas
$210K -$159K -2,728 -43%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$208K -$25K -429 -11%
VFA
271
Valeo Financial Advisors
Indiana
$203K +$205K +3,514 New
AAS
272
Avantax Advisory Services
Texas
$202K -$2.39K -41 -1%
Baird Financial Group
273
Baird Financial Group
Wisconsin
$201K -$40K -687 -16%
PFBT
274
Parkside Financial Bank & Trust
Missouri
$188K +$1.57K +27 +0.8%
Twin Tree Management
275
Twin Tree Management
Texas
$170K +$75.3K +1,293 +79%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.