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RB Global

266 hedge funds and large institutions have $5.73B invested in RB Global in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $1.24M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

6% more capital invested

Capital invested by funds: $5.4B → $5.73B (+$338M)

1.32% more ownership

Funds ownership: 82.05%83.36% (+1.3%)

3% less funds holding

Funds holding: 275266 (-9)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
107
Reduced
86
Closed
35
Calls
$9.03M
Puts
$1.24M
Net Calls
+$7.79M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
276
Arabesque Asset Management
United Kingdom
-$1.8M -30,374 Closed
SFS
277
Sowell Financial Services
Arkansas
-$1.61M -27,103 Closed
Tudor Investment Corp
278
Tudor Investment Corp
Connecticut
-$1.22M -20,583 Closed
SEC
279
Seven Eight Capital
New York
-$760K -12,820 Closed
SM
280
Sciencast Management
New Jersey
-$676K -11,405 Closed
ACM
281
AlphaCrest Capital Management
New York
-$636K -10,734 Closed
Squarepoint
282
Squarepoint
New York
-$596K -10,048 Closed
WIC
283
Willis Investment Counsel
Georgia
-$584K -9,853 Closed
EGM
284
Engineers Gate Manager
New York
-$563K -9,500 Closed
ClearBridge Investments
285
ClearBridge Investments
New York
-$540K -9,101 Closed
Millennium Management
286
Millennium Management
New York
-$515K -8,680 Closed
AAS
287
Avantax Advisory Services
Texas
-$412K -6,957 Closed
BC
288
Bridgefront Capital
Texas
-$392K -6,609 Closed
PP
289
Paloma Partners
Connecticut
-$350K -5,912 Closed
XT
290
XTX Topco
Cayman Islands
-$348K -5,876 Closed
Cerity Partners
291
Cerity Partners
New York
-$255K -4,298 Closed
KAS
292
Kestra Advisory Services
Texas
-$238K -4,022 Closed
FC
293
FORA Capital
Florida
-$111K -1,880 Closed
Lazard Asset Management
294
Lazard Asset Management
New York
-$55K -932 Closed
CTC
295
Central Trust Company
Missouri
-$30K -500 Closed
ASN
296
Advisory Services Network
Georgia
-$27K -449 Closed
SB
297
Strategic Blueprint
Georgia
-$18K -296 Closed
SWM
298
Sugarloaf Wealth Management
Georgia
-$5K -80 Closed
CFO
299
CVA Family Office
Colorado
-$3K -46 Closed
TFS
300
TrustCore Financial Services
Tennessee
-$2K -30 Closed

RBA Hedge Fund Activity: Q3 2021 in Review

266 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2021, worth a combined $5.73B — up 6.3% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RBA and 30 opened new positions — a net loss of 5 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $163M. The largest seller was William Blair Investment Management, cutting an estimated $41.3M.

  • 266 institutional investors held RB Global (RBA) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $5.73B of RB Global stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 30 funds opened new RB Global positions in Q3 2021 and 35 closed out, a net change of -5 holders.
  • The largest RB Global buyer in Q3 2021 was Independent Franchise Partners, an estimated $163M added.
  • The largest RB Global seller in Q3 2021 was William Blair Investment Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.