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RB Global

385 hedge funds and large institutions have $10.9B invested in RB Global in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $10.7M

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$890M)

3.62% more ownership

Funds ownership: 91.87%95.49% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 391385 (-6)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 159

Holders
385
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
120
Reduced
159
Closed
50
Calls
$42.3M
Puts
$10.7M
Net Calls
+$31.6M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HPG
276
Harvest Portfolios Group
Ontario, Canada
$269K -$30.8K -500 -10%
AssetMark Inc
277
AssetMark Inc
California
$268K +$43.1K +699 +19%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$249K -$25.9K -420 -10%
SQA
279
Simon Quick Advisors
New Jersey
$249K +$245K +3,981 New
HR
280
Hardy Reed
Mississippi
$246K
WAM
281
Wolverine Asset Management
Illinois
$238K +$234K +3,800 New
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$236K -$15.7K -255 -6%
TFS
283
Thoroughbred Financial Services
Tennessee
$235K +$232K +3,770 New
PFBT
284
Parkside Financial Bank & Trust
Missouri
$232K +$20.1K +327 +10%
IIC
285
Integrated Investment Consultants
Michigan
$232K -$35.9K -582 -14%
PFO
286
Pathstone Family Office
New Jersey
$226K +$222K +3,611 New
JF
287
Jump Financial
Illinois
$222K -$594K -9,640 -73%
API
288
Advisor Partners II
California
$221K +$218K +3,538 New
YCM
289
Yousif Capital Management
Michigan
$218K +$5.24K +85 +2%
CAM
290
Cresset Asset Management
Illinois
$209K +$206K +3,351 New
FCI
291
Financial Counselors Inc
Kansas
$209K
CI
292
Cigna Investments
Connecticut
$209K +$205K +3,323 New
CA
293
Clearstead Advisors
Ohio
$204K +$101K +1,641 +101%
AAF
294
Andra AP-fonden
Sweden
$196K +$142K +2,300 New
TRCT
295
Tower Research Capital (TRC)
New York
$177K -$401K -6,513 -70%
AIG
296
American International Group
New York
$173K -$11.6K -188 -6%
FHA
297
First Horizon Advisors
Tennessee
$148K -$10.1K -164 -6%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$144K -$2.4K -39 -2%
UM
299
UniSuper Management
Australia
$120K
BAAM
300
Baker Avenue Asset Management
California
$108K

RBA Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2023, worth a combined $10.9B — up 8.9% from $10B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RBA and 49 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 120 added.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was Discerene Group, cutting an estimated $69.4M.

  • 385 institutional investors held RB Global (RBA) as of Q3 2023, down from 391 in Q2 2023.
  • Funds reported $10.9B of RB Global stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 49 funds opened new RB Global positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest RB Global buyer in Q3 2023 was Vanguard Group, an estimated $826M added.
  • The largest RB Global seller in Q3 2023 was Discerene Group, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2023.