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RB Global

445 hedge funds and large institutions have $13.6B invested in RB Global in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

6% more funds holding

Funds holding: 420445 (+25)

2% more capital invested

Capital invested by funds: $13.3B → $13.6B (+$296M)

5% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $40.3M

3.32% less ownership

Funds ownership: 94.63%91.31% (-3.3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 175

Holders
445
Holders Change
+25
Holders Change %
+5.95%
% of All Funds
6.39%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
64
Increased
137
Reduced
175
Closed
36
Calls
$38.2M
Puts
$40.3M
Net Calls
-$2.16M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$318K +$19.1K +235 +6%
AQR Capital Management
302
AQR Capital Management
Connecticut
$317K -$11.6K -143 -3%
CWM
303
Congress Wealth Management
Massachusetts
$308K +$311K +3,829 New
TRCT
304
Tower Research Capital (TRC)
New York
$305K +$82.1K +1,011 +36%
S
305
SignatureFD
Georgia
$298K +$52.7K +649 +21%
AAS
306
Avantax Advisory Services
Texas
$289K +$11.4K +140 +4%
CA
307
Clearstead Advisors
Ohio
$289K -$9.01K -111 -3%
AWS
308
Atria Wealth Solutions
New York
$285K -$14.3K -176 -5%
ECM
309
Evergreen Capital Management
Washington
$285K +$287K +3,541 New
CP
310
Cumberland Partners
Ontario, Canada
$282K +$284K +3,500 New
HPG
311
Harvest Portfolios Group
Ontario, Canada
$282K -$24.3K -300 -8%
SI
312
Seeds Investor
New York
$280K +$282K +3,478 New
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$265K +$22.5K +277 +9%
CI
314
Cigna Investments
Connecticut
$262K -$15.6K -192 -6%
HR
315
Hardy Reed
Mississippi
$261K
SI
316
Stephens Inc
Arkansas
$261K +$487 +6 +0.2%
SCA
317
Snowden Capital Advisors
New York
$249K -$242K -2,982 -49%
MOS
318
MGO One Seven
Ohio
$247K -$109K -1,345 -30%
STA
319
Summit Trail Advisors
New York
$238K -$95.6K -1,178 -29%
CPIG
320
Chicago Partners Investment Group
Illinois
$237K +$224K +2,762 New
SFA
321
Sequoia Financial Advisors
Ohio
$235K -$14K -172 -6%
GS
322
GTS Securities
New York
$234K +$236K +2,910 New
VA
323
Vident Advisory
Georgia
$233K +$235K +2,892 New
IIC
324
Integrated Investment Consultants
Michigan
$232K
TFS
325
Thoroughbred Financial Services
Tennessee
$229K