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RB Global
RBA

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.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
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
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
276
Raymond James Financial Services Advisors
Florida
$356K +$349K +4,657 New
MYAM
277
Meiji Yasuda Asset Management
Japan
$353K +$347K +4,628 New
Rafferty Asset Management
278
Rafferty Asset Management
New York
$346K +$340K +4,531 New
CM
279
Capula Management
Cayman Islands
$345K +$339K +4,519 New
MOS
280
MGO One Seven
Ohio
$337K -$26.2K -349 -7%
SRL
281
Scientech Research LLC
New Jersey
$327K +$321K +4,286 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$326K +$29.3K +391 +10%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$323K -$19.4K -259 -6%
PAG
284
Private Advisor Group
New Jersey
$323K +$54.1K +722 +21%
HCM
285
Hengehold Capital Management
Ohio
$321K – – –
MA
286
MJP Associates
Connecticut
$318K +$30.1K +401 +11%
AQR Capital Management
287
AQR Capital Management
Connecticut
$317K -$69.6K -929 -18%
STA
288
Summit Trail Advisors
New York
$315K +$310K +4,130 New
BFEC
289
Benjamin F. Edwards & Company
Missouri
$315K +$22.2K +296 +8%
SQA
290
Simon Quick Advisors
New Jersey
$306K +$525 +7 +0.2%
CG
291
Caprock Group
Idaho
$302K +$296K +3,954 New
CAM
292
CenterStar Asset Management
Illinois
$299K +$295K +3,932 New
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$295K +$44.3K +591 +18%
HPG
294
Harvest Portfolios Group
Ontario, Canada
$290K -$37.5K -500 -12%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$284K -$38.7K -516 -12%
AWS
296
Atria Wealth Solutions
New York
$284K -$7.72K -103 -3%
CA
297
Clearstead Advisors
Ohio
$282K +$159K +2,127 +136%
OTL
298
Oak Thistle LLC
New York
$270K +$265K +3,537 New
AAS
299
Avantax Advisory Services
Texas
$263K +$258K +3,446 New
CI
300
Cigna Investments
Connecticut
$262K +$15.9K +212 +7%
10 11
12
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RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.