We are live on ! Find out more
RBA icon

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
Nomura Holdings
301
Nomura Holdings
Japan
$251K +$246K +3,282 New
HR
302
Hardy Reed
Mississippi
$248K -$49K -654 -17%
SI
303
Stephens Inc
Arkansas
$247K -$206K -2,747 -46%
GT
304
Glenmede Trust
Pennsylvania
$238K -$7.04K -94 -3%
SFA
305
Sequoia Financial Advisors
Ohio
$236K +$232K +3,094 New
S
306
SignatureFD
Georgia
$233K +$48K +640 +27%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$230K +$59.7K +796 +36%
CCM
308
Coldstream Capital Management
Washington
$227K +$3.07K +41 +1%
SM
309
Sciencast Management
New Jersey
$221K +$217K +2,896 New
FCI
310
Financial Counselors Inc
Kansas
$220K -$44.8K -598 -17%
IIC
311
Integrated Investment Consultants
Michigan
$219K – – –
RI
312
Ridgewood Investments
New Jersey
$219K -$331K -4,415 -61%
BFM
313
Boothbay Fund Management
New York
$217K +$213K +2,843 New
TFS
314
Thoroughbred Financial Services
Tennessee
$217K +$213K +2,848 New
Allianz Asset Management
315
Allianz Asset Management
Germany
$216K +$212K +2,832 New
TRCT
316
Tower Research Capital (TRC)
New York
$212K -$1.09M -14,542 -84%
MWM
317
Modern Wealth Management
Kansas
$208K -$116K -1,549 -36%
FHA
318
First Horizon Advisors
Tennessee
$161K -$24K -320 -13%
AIM
319
Arcadia Investment Management
Michigan
$126K -$375K -5,000 -75%
AA
320
Addison Advisors
Vermont
$116K +$3.82K +51 +3%
SAM
321
Smartleaf Asset Management
Massachusetts
$109K +$6.14K +82 +6%
MG
322
Mather Group
Illinois
$103K -$450 -6 -0.4%
BTI
323
Blue Trust Inc
Georgia
$101K +$4.05K +54 +4%
PPC
324
Park Place Capital
Alabama
$98.6K -$10K -134 -9%
GIBU
325
Gulf International Bank (UK)
United Kingdom
$94K – – –
11 12
13
14 15

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.