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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
PTC
301
Private Trust Company
Ohio
$34K -$4.66K -80 -12%
WT
302
Whittier Trust
California
$30.2K
HNB
303
Huntington National Bank
Ohio
$22.9K -$30.9K -530 -57%
NA
304
NewEdge Advisors
Louisiana
$22.7K +$22.9K +393 New
BAM
305
Belpointe Asset Management
Nevada
$22.5K +$22.6K +389 New
Dimensional Fund Advisors
306
Dimensional Fund Advisors
Texas
$20.8K +$2.27M +38,955 +12%
RBC
307
Romano Brothers & Co
Illinois
$20K +$20.1K +345 New
CT
308
Colonial Trust
South Carolina
$19.8K +$19.9K +341 New
ETC
309
Exchange Traded Concepts
Oklahoma
$18.3K +$18.5K +317 New
QCG
310
Quadrant Capital Group
Ohio
$15.9K -$2.97K -51 -16%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$15K -$3.32K -57 -17%
APP
312
Alpha Paradigm Partners
Illinois
$14K +$14.3K +246 New
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$12.1K
UB
314
UMB Bank
Missouri
$12K
AFS
315
Annapolis Financial Services
Maryland
$11.9K -$7.16K -123 -37%
DWP
316
Destiny Wealth Partners
Florida
$11.9K +$6.58K +113 +123%
ZB
317
Zions Bancorporation
Utah
$11.2K +$6.29K +108 +127%
WBC
318
West Branch Capital
Massachusetts
$10.1K
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$10K -$291 -5 -3%
SWM
320
Spire Wealth Management
Virginia
$9K +$291 +5 +3%
SPIA
321
Steward Partners Investment Advisory
New York
$8.91K +$3.49K +60 +64%
GWM
322
Geneos Wealth Management
Colorado
$8.68K -$11.6K -200 -57%
FFA
323
Farther Finance Advisors
California
$8.21K +$8.27K +142 New
CA
324
Clearstead Advisors
Ohio
$7.92K
PA
325
Parallel Advisors
California
$7.46K -$18.6K -319 -71%

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.