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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
GIBU
301
Gulf International Bank (UK)
United Kingdom
$108K -$50.5K -820 -32%
S
302
SignatureFD
Georgia
$108K +$60.6K +983 +132%
PPC
303
Park Place Capital
Alabama
$100K
AA
304
Addison Advisors
Vermont
$90.3K +$2.77K +45 +3%
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$90.1K
IA
306
IFP Advisors
Florida
$78.5K -$149K -2,419 -66%
HWM
307
HighMark Wealth Management
Minnesota
$75.3K
ST
308
Smithfield Trust
Pennsylvania
$75K
1832 Asset Management
309
1832 Asset Management
Ontario, Canada
$74.6K -$13.3K -216 -15%
TWM
310
Tradition Wealth Management
Minnesota
$67K
TFM
311
TFC Financial Management
Massachusetts
$62.5K
GRP
312
Global Retirement Partners
California
$59.6K +$2.53K +41 +4%
CFGS
313
Concourse Financial Group Securities
Alabama
$57.3K -$13.8K -224 -20%
BTI
314
Blue Trust Inc
Georgia
$57K +$33.9K +551 +139%
WT
315
Washington Trust
Rhode Island
$56.4K +$55.6K +902 New
OLVIG
316
Oliver Lagore Vanvalin Investment Group
Michigan
$55.4K -$10.2K -165 -16%
LC
317
Lindbrook Capital
California
$54.5K -$4.56K -74 -8%
CFB
318
Cullen/Frost Bankers
Texas
$46.4K -$7.15K -116 -14%
Mitsubishi UFJ Trust & Banking
319
Mitsubishi UFJ Trust & Banking
Japan
$46.1K -$370K -6,003 -89%
Simplex Trading
320
Simplex Trading
Illinois
$46K +$45.6K +740 New
GKIM
321
GW&K Investment Management
Massachusetts
$33K -$3.88K -63 -11%
WT
322
Whittier Trust
California
$32.8K +$123 +2 +0.4%
CPG
323
Cornerstone Planning Group
New Jersey
$31K -$15.7K -254 -34%
CT
324
Colonial Trust
South Carolina
$29.3K +$6.53K +106 +31%
NA
325
NewEdge Advisors
Louisiana
$26.8K +$2.71K +44 +11%

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.