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RB Global

391 hedge funds and large institutions have $10B invested in RB Global in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $2.87M

10% more capital invested

Capital invested by funds: $9.15B → $10B (+$888M)

3.67% more ownership

Funds ownership: 88.19%91.87% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 140

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less funds holding

Funds holding: 455391 (-64)

58% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 111

Holders
391
Holders Change
-64
Holders Change %
-14.07%
% of All Funds
6.14%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
47
Increased
149
Reduced
140
Closed
111
Calls
$16.6M
Puts
$2.87M
Net Calls
+$13.7M
Net Calls Change
+$53M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
326
Cullen/Frost Bankers
Texas
$51.5K -$3.78K -67 -7%
CPG
327
Cornerstone Planning Group
New Jersey
$45K +$42.3K +750 New
S
328
SignatureFD
Georgia
$44.6K +$3.04K +54 +8%
GKIM
329
GW&K Investment Management
Massachusetts
$35K
WT
330
Whittier Trust
California
$31.3K
QCG
331
Quadrant Capital Group
Ohio
$24.4K -$29K -515 -56%
HNB
332
Huntington National Bank
Ohio
$24.1K +$226 +4 +1%
NA
333
NewEdge Advisors
Louisiana
$23K -$846 -15 -4%
BTI
334
Blue Trust Inc
Georgia
$22K -$13.7K -243 -38%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$20.6K -$26.4K -468 -58%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$20.5K +$7.44K +132 +63%
CT
337
Colonial Trust
South Carolina
$20.2K
DF
338
DecisionPoint Financial
Arizona
$20.1K +$18.9K +335 New
SS
339
Sunbelt Securities
Texas
$19.7K +$4.85K +86 +36%
OC
340
Oakworth Capital
Alabama
$18.2K
ADL
341
Asset Dedication LLC
California
$15K
BG
342
Bollard Group
Massachusetts
$14K +$13.5K +239 New
VWM
343
Venturi Wealth Management
Texas
$13.3K -$1.69K -30 -12%
ICM
344
Intrepid Capital Management
Florida
$12.9K +$12.1K +215 New
PA
345
Parallel Advisors
California
$12.5K -$1.64K -29 -12%
AFS
346
Annapolis Financial Services
Maryland
$12.4K
GWS
347
Glassman Wealth Services
Virginia
$10.9K +$1.52K +27 +18%
WWP
348
WR Wealth Planners
Missouri
$10.7K +$169 +3 +2%
WBC
349
West Branch Capital
Massachusetts
$10.5K
BWM
350
BerganKDV Wealth Management
Minnesota
$9K -$226 -4 -3%

RBA Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2023, worth a combined $10B — up 9.7% from $9.15B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of RBA and 47 opened new positions — a net loss of 64 holders — while 140 trimmed existing stakes and 149 added.

The largest buyer was BlackRock, adding an estimated $271M. The largest seller was Luxor Capital Group, exiting entirely with an estimated $216M sold.

  • 391 institutional investors held RB Global (RBA) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $10B of RB Global stock for Q2 2023, up 9.7% quarter-over-quarter.
  • 47 funds opened new RB Global positions in Q2 2023 and 111 closed out, a net change of -64 holders.
  • The largest RB Global buyer in Q2 2023 was BlackRock, an estimated $271M added.
  • The largest RB Global seller in Q2 2023 was Luxor Capital Group, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2023.