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RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
276
Benjamin Edwards Inc
Missouri
$147K +$23.2K +399 +19%
AssetMark Inc
277
AssetMark Inc
California
$147K +$4.42K +76 +3%
SOW
278
State of Wyoming
Wyoming
$139K +$99.2K +1,704 +241%
IA
279
IFP Advisors
Florida
$138K -$28.4K -487 -17%
FHA
280
First Horizon Advisors
Tennessee
$137K -$16.5K -284 -11%
GKIM
281
GW&K Investment Management
Massachusetts
$135K -$94.3M -1,619,356 -100%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$132K -$7.57K -130 -5%
GIS
283
Grayhawk Investment Strategies
Alberta, Canada
$116K -$114K -1,954 -98%
BAAM
284
Baker Avenue Asset Management
California
$94.3K +$95K +1,631 New
PPC
285
Park Place Capital
Alabama
$93K +$93.2K +1,601 New
GIBU
286
Gulf International Bank (UK)
United Kingdom
$85K +$27.4K +470 +46%
CFGS
287
Concourse Financial Group Securities
Alabama
$71K -$12.9K -222 -15%
ST
288
Smithfield Trust
Pennsylvania
$69K
LC
289
Lindbrook Capital
California
$62.9K -$22.9K -393 -27%
GC
290
Giverny Capital
Quebec, Canada
$61.9K
TRCT
291
Tower Research Capital (TRC)
New York
$60K -$56.4K -968 -48%
TWM
292
Tradition Wealth Management
Minnesota
$58K
TFM
293
TFC Financial Management
Massachusetts
$57.8K
GRP
294
Global Retirement Partners
California
$55.1K -$1.17K -20 -2%
AA
295
Addison Advisors
Vermont
$54.9K +$9.08K +156 +20%
CFB
296
Cullen/Frost Bankers
Texas
$53.6K
BTI
297
Blue Trust Inc
Georgia
$53K +$31.8K +546 +177%
CPG
298
Cornerstone Planning Group
New Jersey
$48.5K +$47.3K +812 New
HCM
299
Hollencrest Capital Management
California
$48.2K +$48.5K +833 New
S
300
SignatureFD
Georgia
$45.5K -$29K -498 -39%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.