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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
AGAM
301
Audent Global Asset Management
California
$375K
O
302
Ossiam
France
$374K -$1.01M -11,277 -73%
NW
303
Naviter Wealth
Arkansas
$374K +$371K +4,143 New
SI
304
Stephens Inc
Arkansas
$370K +$76.9K +860 +27%
ECM
305
Evergreen Capital Management
Washington
$369K +$49.5K +553 +16%
PAG
306
Private Advisor Group
New Jersey
$368K -$5.1K -57 -1%
AIM
307
Aigen Investment Management
New York
$366K +$363K +4,053 New
S
308
SignatureFD
Georgia
$365K +$31.5K +352 +10%
SPA
309
Sherbrooke Park Advisers
New York
$361K -$188K -2,098 -34%
EGM
310
Engineers Gate Manager
New York
$353K +$349K +3,906 New
WA
311
Wealth Alliance
New York
$349K -$116K -1,293 -25%
AAS
312
Avantax Advisory Services
Texas
$339K +$15.7K +176 +5%
CCAL
313
City Center Advisors LLC
Michigan
$338K +$336K +3,750 New
VA
314
Vident Advisory
Georgia
$323K +$62K +693 +24%
CA
315
Clearstead Advisors
Ohio
$319K -$4.12K -46 -1%
AWS
316
Atria Wealth Solutions
New York
$317K -$2.15K -24 -0.7%
HIM
317
Hillsdale Investment Management
Ontario, Canada
$316K -$6.31M -70,500 -95%
SFA
318
Sequoia Financial Advisors
Ohio
$314K +$50.4K +563 +19%
FTUS
319
Flow Traders U.S.
New York
$313K +$310K +3,467 New
QCM
320
QRG Capital Management
Illinois
$312K +$82.1K +918 +36%
MOS
321
MGO One Seven
Ohio
$302K +$25.7K +287 +9%
CI
322
Cigna Investments
Connecticut
$293K
IIC
323
Integrated Investment Consultants
Michigan
$283K +$23K +257 +9%
STA
324
Summit Trail Advisors
New York
$279K +$12.3K +137 +5%
CWM
325
Congress Wealth Management
Massachusetts
$276K -$68.4K -765 -20%

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.