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RB Global

385 hedge funds and large institutions have $10.9B invested in RB Global in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $10.7M

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$890M)

3.62% more ownership

Funds ownership: 91.87%95.49% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 391385 (-6)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 159

Holders
385
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
120
Reduced
159
Closed
50
Calls
$42.3M
Puts
$10.7M
Net Calls
+$31.6M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
251
Snowden Capital Advisors
New York
$458K +$103K +1,666 +29%
KeyBank National Association
252
KeyBank National Association
Ohio
$438K +$432K +7,011 New
BWM
253
Baron Wealth Management
Michigan
$432K -$59.5K -966 -12%
LA
254
LBP AM
France
$419K +$411K +6,667 New
CPCM
255
Cardinal Point Capital Management
Ontario, Canada
$413K +$407K +6,603 New
Allianz Asset Management
256
Allianz Asset Management
Germany
$412K -$5.25M -85,191 -93%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$407K -$17.1K -278 -4%
Group One Trading
258
Group One Trading
Illinois
$404K +$398K +6,456 New
ONB
259
Old National Bancorp
Indiana
$383K -$88K -1,428 -19%
MOS
260
MGO One Seven
Ohio
$383K -$20.1K -327 -5%
AO
261
Advisor OS
Illinois
$378K +$129K +2,086 +53%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$368K -$101K -1,645 -22%
AWM
263
AE Wealth Management
Kansas
$368K -$54.2K -879 -13%
WA
264
Wealth Alliance
New York
$353K +$185 +3 +0.1%
SI
265
Stephens Inc
Arkansas
$343K -$209K -3,398 -38%
OIA
266
OneDigital Investment Advisors
Kansas
$333K +$1.79K +29 +0.5%
WS
267
Wedbush Securities
California
$331K -$2.59K -42 -0.8%
AWS
268
Atria Wealth Solutions
New York
$321K -$273K -4,428 -46%
FRM
269
Fox Run Management
Connecticut
$310K -$71.1K -1,154 -19%
HCM
270
Hengehold Capital Management
Ohio
$300K -$26.4K -429 -8%
AQR Capital Management
271
AQR Capital Management
Connecticut
$293K +$27K +438 +10%
MA
272
Mutual Advisors
Nebraska
$280K -$15.8K -257 -5%
CA
273
Cetera Advisors
Colorado
$274K -$17.9K -291 -6%
CRC
274
Curi RMB Capital
Illinois
$273K -$13.3M -215,599 -98%
First Manhattan
275
First Manhattan
New York
$270K -$46K -746 -15%

RBA Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2023, worth a combined $10.9B — up 8.9% from $10B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RBA and 49 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 120 added.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was Discerene Group, cutting an estimated $69.4M.

  • 385 institutional investors held RB Global (RBA) as of Q3 2023, down from 391 in Q2 2023.
  • Funds reported $10.9B of RB Global stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 49 funds opened new RB Global positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest RB Global buyer in Q3 2023 was Vanguard Group, an estimated $826M added.
  • The largest RB Global seller in Q3 2023 was Discerene Group, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2023.