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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
276
Fifth Third Wealth Advisors
Ohio
$489K -$6.89K -77 -1%
AQR Capital Management
277
AQR Capital Management
Connecticut
$487K +$125K +1,395 +35%
Cerity Partners
278
Cerity Partners
New York
$486K -$253K -2,832 -32%
WG
279
Winton Group
United Kingdom
$484K +$480K +5,360 New
BWM
280
Baron Wealth Management
Michigan
$483K
OIA
281
OneDigital Investment Advisors
Kansas
$480K -$260K -2,906 -35%
CRC
282
Curi RMB Capital
Illinois
$476K -$31.6K -353 -6%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$468K +$68.3K +763 +17%
Credit Agricole
284
Credit Agricole
France
$458K -$3.31K -37 -0.7%
CG
285
Caprock Group
Idaho
$456K +$96.5K +1,078 +27%
UM
286
UniSuper Management
Australia
$454K -$80.5K -900 -20%
ECM
287
Everence Capital Management
Indiana
$447K +$443K +4,950 New
Wolverine Trading
288
Wolverine Trading
Illinois
$445K +$440K +4,919 New
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$441K +$67.3K +752 +18%
IWA
290
Icon Wealth Advisors
Texas
$423K -$27.5K -307 -6%
SI
291
Seeds Investor
New York
$414K +$99.5K +1,112 +32%
PA
292
Profund Advisors
Maryland
$412K -$66.4K -742 -14%
GT
293
Glenmede Trust
Pennsylvania
$401K +$14K +157 +4%
Brown Advisory
294
Brown Advisory
Maryland
$401K +$397K +4,440 New
MA
295
MJP Associates
Connecticut
$392K +$31.9K +357 +9%
AC
296
Aristeia Capital
Connecticut
$383K -$284K -3,176 -43%
Rafferty Asset Management
297
Rafferty Asset Management
New York
$380K -$3.22K -36 -0.8%
PFBT
298
Parkside Financial Bank & Trust
Missouri
$380K -$25.7K -287 -6%
AA
299
ALPS Advisors
Colorado
$379K
HCM
300
Hengehold Capital Management
Ohio
$379K

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.