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RB Global
RBA

Overview Fund Activity

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.11%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$590M
2
BlackRock
2
BlackRock
New York
$1.11B
3
State Street
3
State Street
Massachusetts
$377M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$56.2M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$148M
2
IFP
2
Independent Franchise Partners
United Kingdom
$899M
3
AA
3
Ancora Advisors
Ohio
$81.7M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M
5
RP
5
Riverbridge Partners
Minnesota
$221M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
276
Raymond James Financial Services Advisors
Florida
$356K 4,657 +4,657 New
MYAM
277
Meiji Yasuda Asset Management
Japan
$353K 4,628 +4,628 New
Rafferty Asset Management
278
Rafferty Asset Management
New York
$346K 4,531 +4,531 New
CM
279
Capula Management
Cayman Islands
$345K 4,519 +4,519 New
MOS
280
MGO One Seven
Ohio
$337K 4,411 -349 -7%
SRL
281
Scientech Research LLC
New Jersey
$327K 4,286 +4,286 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$326K 4,271 +391 +10%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$323K 4,209 -259 -6%
PAG
284
Private Advisor Group
New Jersey
$323K 4,224 +722 +21%
HCM
285
Hengehold Capital Management
Ohio
$321K 4,198 – –
MA
286
MJP Associates
Connecticut
$318K 4,159 +401 +11%
AQR Capital Management
287
AQR Capital Management
Connecticut
$317K 4,147 -929 -18%
STA
288
Summit Trail Advisors
New York
$315K 4,130 +4,130 New
BFEC
289
Benjamin F. Edwards & Company
Missouri
$315K 4,119 +296 +8%
SQA
290
Simon Quick Advisors
New Jersey
$306K 4,004 +7 +0.2%
CG
291
Caprock Group
Idaho
$302K 3,954 +3,954 New
CAM
292
CenterStar Asset Management
Illinois
$299K 3,932 +3,932 New
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$295K 3,858 +591 +18%
HPG
294
Harvest Portfolios Group
Ontario, Canada
$290K 3,800 -500 -12%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$284K 3,721 -516 -12%
AWS
296
Atria Wealth Solutions
New York
$284K 3,718 -103 -3%
CA
297
Clearstead Advisors
Ohio
$282K 3,696 +2,127 +136%
OTL
298
Oak Thistle LLC
New York
$270K 3,537 +3,537 New
AAS
299
Avantax Advisory Services
Texas
$263K 3,446 +3,446 New
CI
300
Cigna Investments
Connecticut
$262K 3,440 +212 +7%
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