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RB Global

385 hedge funds and large institutions have $10.9B invested in RB Global in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $10.7M

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$890M)

3.62% more ownership

Funds ownership: 91.87%95.49% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 391385 (-6)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 159

Holders
385
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
120
Reduced
159
Closed
50
Calls
$42.3M
Puts
$10.7M
Net Calls
+$31.6M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
326
Headlands Technologies
Illinois
$26.4K +$26.1K +423 New
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$25.9K +$25.5K +414 New
QCG
328
Quadrant Capital Group
Ohio
$25.3K -$123 -2 -0.5%
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$21.8K +$246 +4 +1%
HNB
330
Huntington National Bank
Ohio
$21.1K -$4K -65 -16%
OC
331
Oakworth Capital
Alabama
$19K
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$17.9K -$3.33K -54 -16%
AF
333
Allworth Financial
California
$16K +$15.6K +253 +6,325%
ADL
334
Asset Dedication LLC
California
$16K
VWM
335
Venturi Wealth Management
Texas
$13.8K
ICM
336
Intrepid Capital Management
Florida
$13.4K
AFS
337
Annapolis Financial Services
Maryland
$12.9K
GWS
338
Glassman Wealth Services
Virginia
$12.9K +$1.54K +25 +14%
UB
339
UMB Bank
Missouri
$12.5K +$12.3K +200 New
WWP
340
WR Wealth Planners
Missouri
$11.1K
WBC
341
West Branch Capital
Massachusetts
$10.9K
SS
342
Sunbelt Securities
Texas
$8.9K -$11.5K -186 -57%
GCM
343
Gables Capital Management
Florida
$8.38K
PA
344
Parallel Advisors
California
$8.13K -$4.87K -79 -38%
VCM
345
Versant Capital Management
Arizona
$8.06K +$7.95K +129 New
C
346
Covestor
United Kingdom
$8K -$98K -1,591 -93%
CWP
347
Concord Wealth Partners
Virginia
$7.56K
BIA
348
Bell Investment Advisors
California
$6.69K +$1.48K +24 +29%
TPCW
349
TD Private Client Wealth
New York
$6.5K -$48.4K -786 -88%
HWA
350
HHM Wealth Advisors
Tennessee
$6.25K

RBA Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2023, worth a combined $10.9B — up 8.9% from $10B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RBA and 49 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 120 added.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was Discerene Group, cutting an estimated $69.4M.

  • 385 institutional investors held RB Global (RBA) as of Q3 2023, down from 391 in Q2 2023.
  • Funds reported $10.9B of RB Global stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 49 funds opened new RB Global positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest RB Global buyer in Q3 2023 was Vanguard Group, an estimated $826M added.
  • The largest RB Global seller in Q3 2023 was Discerene Group, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2023.