We are live on ! Find out more
RBA icon

RB Global
RBA

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
251
Sanctuary Advisors
Indiana
$544K +$557K +7,436 New
MGP
252
Metis Global Partners
California
$535K +$2.4K +32 +0.5%
KeyBank National Association
253
KeyBank National Association
Ohio
$532K -$1.12K -15 -0.2%
RWM
254
Ritholtz Wealth Management
New York
$513K -$2.25K -30 -0.4%
GC
255
Guggenheim Capital
Illinois
$486K +$477K +6,367 New
SCA
256
Snowden Capital Advisors
New York
$464K -$71.1K -949 -14%
UM
257
UniSuper Management
Australia
$459K +$135K +1,800 +69%
Daiwa Securities Group
258
Daiwa Securities Group
Japan
$459K -$13.6K -181 -3%
KIA
259
Knollwood Investment Advisory
Maryland
$454K +$446K +5,952 New
CRC
260
Curi RMB Capital
Illinois
$430K -$75 -1 -0%
FTWA
261
Fifth Third Wealth Advisors
Ohio
$416K +$409K +5,454 New
MA
262
Mutual Advisors
Nebraska
$414K +$23.2K +309 +6%
BWM
263
Baron Wealth Management
Michigan
$409K -$1.95K -26 -0.5%
USAA
264
United Services Automobile Association
Texas
$408K +$1.63M +21,690 New
PA
265
Profund Advisors
Maryland
$407K +$399K +5,329 New
Squarepoint
266
Squarepoint
New York
$402K +$395K +5,268 New
CAM
267
Cresset Asset Management
Illinois
$399K +$29.8K +398 +8%
WA
268
Wealth Alliance
New York
$398K -$39.9K -533 -9%
AIM
269
Aigen Investment Management
New York
$394K -$353K -4,705 -48%
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
$390K +$384K +5,121 New
BCM
271
Bayesian Capital Management
New York
$386K -$472K -6,300 -55%
Credit Agricole
272
Credit Agricole
France
$384K +$367K +4,900 +3,858%
CCIA
273
Campbell & Co Investment Adviser
Maryland
$375K -$2.46M -32,875 -87%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$371K -$144K -1,917 -28%
Cerity Partners
275
Cerity Partners
New York
$356K -$492K -6,564 -58%
9 10
11
12 13

RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.