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RB Global

315 hedge funds and large institutions have $5.83B invested in RB Global in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $5.3M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

3% more funds holding

Funds holding: 305315 (+10)

2.89% more ownership

Funds ownership: 83.15%86.04% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 116

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $5.91B → $5.83B (-$72.3M)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
41
Increased
118
Reduced
116
Closed
27
Calls
$11.8M
Puts
$5.3M
Net Calls
+$6.52M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
276
Blue Trust Inc
Georgia
$20K
LF
277
Lee Financial
Texas
$16K
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$13K -$44.6K -655 -76%
UB
279
UMB Bank
Missouri
$12K -$476 -7 -3%
GWS
280
Glassman Wealth Services
Virginia
$12K +$3.94K +58 +46%
PK
281
Pflug Koory
Nebraska
$12K +$13.5K +199 New
WBC
282
West Branch Capital
Massachusetts
$11K
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$11K +$7.41K +109 +168%
TCOV
284
Trust Company of Vermont
Vermont
$10K
SWM
285
Spire Wealth Management
Virginia
$9K -$1.02K -15 -9%
CA
286
Clearstead Advisors
Ohio
$9K
AA
287
Ancora Advisors
Ohio
$8K
FRA
288
Front Row Advisors
California
$6K -$136 -2 -2%
DWP
289
Destiny Wealth Partners
Florida
$6K
HI
290
Harbour Investments
Wisconsin
$6K
SPIA
291
Steward Partners Investment Advisory
New York
$6K +$2.52K +37 +65%
IFAM
292
Institutional & Family Asset Management
Colorado
$5K
SWM
293
Sugarloaf Wealth Management
Georgia
$5K
ZB
294
Zions Bancorporation
Utah
$5K
Optiver Holding
295
Optiver Holding
Netherlands
$5K +$5.1K +75 New
AWM
296
Abound Wealth Management
Tennessee
$4.19K +$4.56K +67 New
JWA
297
JFS Wealth Advisors
Pennsylvania
$4K -$2.92K -43 -42%
HCP
298
Hexagon Capital Partners
Arkansas
$3K +$2.45K +36 +212%
GI
299
Gradient Investments
Minnesota
$3K +$3.54K +52 New
PCH
300
Polar Capital Holdings
United Kingdom
$2.6K +$2.84M +41,681 New

RBA Hedge Fund Activity: Q3 2022 in Review

315 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2022, worth a combined $5.83B — down 1.2% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RBA positions and 27 closed out — a net gain of 14 holders — while 118 added to existing stakes and 116 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $225M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $100M sold.

  • 315 institutional investors held RB Global (RBA) as of Q3 2022, up from 305 in Q2 2022.
  • Funds reported $5.83B of RB Global stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 41 funds opened new RB Global positions in Q3 2022 and 27 closed out, a net change of +14 holders.
  • The largest RB Global buyer in Q3 2022 was Janus Henderson Group, an estimated $225M added.
  • The largest RB Global seller in Q3 2022 was Capital Research Global Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2022.