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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
GWS
326
Glassman Wealth Services
Virginia
$6.42K -$4.31K -74 -40%
HWA
327
HHM Wealth Advisors
Tennessee
$5.78K +$5.82K +100 New
HI
328
Harbour Investments
Wisconsin
$5.03K
CT
329
Cambridge Trust
Massachusetts
$5K +$5.07K +87 New
CWP
330
Concord Wealth Partners
Virginia
$4.86K +$4.89K +84 New
SWM
331
Sugarloaf Wealth Management
Georgia
$4.63K
IFAM
332
Institutional & Family Asset Management
Colorado
$3.93K -$757 -13 -16%
FA
333
Fiduciary Alliance
South Carolina
$3.58K +$3.61K +62 New
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$3.3K +$3.32K +57 New
ASN
335
Advisory Services Network
Georgia
$2.6K +$2.62K +45 New
LF
336
Lee Financial
Texas
$2.43K -$12.5K -215 -84%
GFPC
337
Global Financial Private Client
Florida
$2.14K
BIA
338
Bell Investment Advisors
California
$2.08K +$2.1K +36 New
SC
339
Sierra Capital
Florida
$2K -$640 -11 -28%
AA
340
AlphaMark Advisors
Kentucky
$2K
JWA
341
JFS Wealth Advisors
Pennsylvania
$1.79K -$1.63K -28 -47%
ACM
342
AUA Capital Management
Pennsylvania
$1.74K
AF
343
Allworth Financial
California
$1.56K -$58 -1 -4%
SCA
344
Stonebridge Capital Advisors
Minnesota
$1.21K
BWM
345
Baystate Wealth Management
Massachusetts
$1K
SC
346
Schubert & Co
Texas
$867 -$349 -6 -29%
EWA
347
EverSource Wealth Advisors
Alabama
$810
HCP
348
Hexagon Capital Partners
Arkansas
$694 -$2.39K -41 -77%
MHR
349
Matthew Hamilton Rosenberg
$578
NMG
350
New Millennium Group
Utah
$542

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.