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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
251
Choreo LLC
Illinois
$735K +$727K +8,129 New
PAS
252
Park Avenue Securities
New York
$729K +$58.9K +658 +9%
VFA
253
Voya Financial Advisors
Connecticut
$703K -$43.9K -491 -6%
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$694K -$44.9K -502 -6%
KeyBank National Association
255
KeyBank National Association
Ohio
$663K -$7.34K -82 -1%
Marshall Wace
256
Marshall Wace
United Kingdom
$640K +$635K +7,100 New
Assenagon Asset Management
257
Assenagon Asset Management
Luxembourg
$639K -$273K -3,056 -30%
AO
258
Advisor OS
Illinois
$629K +$47.2K +527 +8%
SCM
259
Shelton Capital Management
Colorado
$627K -$23K -257 -4%
SAM
260
Shell Asset Management
Netherlands
$620K -$179K -2,000 -23%
MGP
261
Metis Global Partners
California
$601K -$3.76K -42 -0.6%
RWM
262
Ritholtz Wealth Management
New York
$598K
MYAM
263
Meiji Yasuda Asset Management
Japan
$584K -$3.04K -34 -0.7%
VFA
264
Values First Advisors
Tennessee
$582K +$578K +6,457 New
CSS
265
Cubist Systematic Strategies
Connecticut
$569K +$565K +6,310 New
TC
266
Tacita Capital
Ontario, Canada
$564K -$41.1K -459 -7%
SA
267
Sanctuary Advisors
Indiana
$563K +$27.1K +303 +5%
GC
268
Guggenheim Capital
Illinois
$560K -$141K -1,571 -20%
MA
269
Mutual Advisors
Nebraska
$554K +$30.2K +338 +6%
KIA
270
Knollwood Investment Advisory
Maryland
$537K
BCI
271
Brinker Capital Investments
Pennsylvania
$534K -$13.2K -148 -2%
OPS
272
Orion Portfolio Solutions
Nebraska
$534K -$13.2K -148 -2%
Daiwa Securities Group
273
Daiwa Securities Group
Japan
$528K -$14.1K -158 -3%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$517K -$10.3K -115 -2%
WSFS
275
Wilmington Savings Fund Society
Delaware
$517K -$4.47K -50 -0.9%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.