We are live on ! Find out more
RBA icon

RB Global

396 hedge funds and large institutions have $11.4B invested in RB Global in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more call options, than puts

Call options by funds: $42.8M | Put options by funds: $4.97M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

3% more funds holding

Funds holding: 385396 (+11)

4% more capital invested

Capital invested by funds: $10.9B → $11.4B (+$458M)

2.47% less ownership

Funds ownership: 95.49%93.02% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 159

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.77%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
51
Increased
126
Reduced
159
Closed
35
Calls
$42.8M
Puts
$4.97M
Net Calls
+$37.8M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
251
Vanguard Personalized Indexing Management
California
$405K -$156K -2,422 -29%
CA
252
Cetera Advisors
Colorado
$402K +$105K +1,639 +37%
AssetMark Inc
253
AssetMark Inc
California
$390K +$99.1K +1,542 +36%
AIM
254
Arcadia Investment Management
Michigan
$390K -$140K -2,175 -27%
MOS
255
MGO One Seven
Ohio
$384K -$24.6K -383 -6%
WA
256
Wealth Alliance
New York
$376K -$1.54K -24 -0.4%
CP
257
Cumberland Partners
Ontario, Canada
$370K +$353K +5,500 New
Renaissance Technologies
258
Renaissance Technologies
New York
$363K -$365K -5,684 -51%
AWS
259
Atria Wealth Solutions
New York
$360K +$16.1K +250 +5%
WS
260
Wedbush Securities
California
$358K +$4.05K +63 +1%
QCM
261
Qsemble Capital Management
New York
$342K -$205K -3,191 -38%
ONB
262
Old National Bancorp
Indiana
$342K -$65.1K -1,013 -17%
AQR Capital Management
263
AQR Capital Management
Connecticut
$341K +$26.1K +406 +9%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$340K -$52.2K -813 -14%
NRD
265
Nebula Research & Development
New York
$333K +$320K +4,977 New
YCM
266
Yousif Capital Management
Michigan
$331K +$93.5K +1,455 +42%
HCM
267
Hengehold Capital Management
Ohio
$321K
MA
268
Mutual Advisors
Nebraska
$320K +$19.9K +309 +7%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$317K +$305K +4,739 New
FRM
270
Fox Run Management
Connecticut
$307K -$24.2K -377 -8%
APG Asset Management
271
APG Asset Management
Netherlands
$302K -$28.8K -448 -8%
CRC
272
Curi RMB Capital
Illinois
$291K -$1.74K -27 -0.6%
HPG
273
Harvest Portfolios Group
Ontario, Canada
$288K
BAM
274
Blueshift Asset Management
New Jersey
$284K +$273K +4,250 New
SQA
275
Simon Quick Advisors
New Jersey
$272K +$5.46K +85 +2%