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RB Global

396 hedge funds and large institutions have $11.4B invested in RB Global in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more call options, than puts

Call options by funds: $42.8M | Put options by funds: $4.97M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

3% more funds holding

Funds holding: 385396 (+11)

4% more capital invested

Capital invested by funds: $10.9B → $11.4B (+$458M)

2.47% less ownership

Funds ownership: 95.49%93.02% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 159

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.77%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
51
Increased
126
Reduced
159
Closed
35
Calls
$42.8M
Puts
$4.97M
Net Calls
+$37.8M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
326
GW&K Investment Management
Massachusetts
$35K
WT
327
Whittier Trust
California
$34.9K -$129 -2 -0.4%
NA
328
NewEdge Advisors
Louisiana
$33.6K +$4.82K +75 +18%
CPG
329
Cornerstone Planning Group
New Jersey
$32.3K -$900 -14 -3%
OC
330
Oakworth Capital
Alabama
$31.2K +$10.4K +162 +53%
CT
331
Colonial Trust
South Carolina
$29.8K
QCG
332
Quadrant Capital Group
Ohio
$29.5K +$2.38K +37 +9%
Citadel Advisors
333
Citadel Advisors
Florida
$26.8K -$149M -2,325,661 -100%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$25.2K +$1.86K +29 +8%
HNB
335
Huntington National Bank
Ohio
$22.5K
ACM
336
Accent Capital Management
Ohio
$18.5K +$17.7K +276 New
ADL
337
Asset Dedication LLC
California
$17K
WIA
338
Wetzel Investment Advisors
Indiana
$17K +$16.8K +261 New
GWS
339
Glassman Wealth Services
Virginia
$15.6K +$1.74K +27 +13%
AFS
340
Annapolis Financial Services
Maryland
$13.8K
UB
341
UMB Bank
Missouri
$13.4K
VWM
342
Venturi Wealth Management
Texas
$12.8K -$1.93K -30 -14%
WBC
343
West Branch Capital
Massachusetts
$11.7K
PS
344
Principal Securities
Iowa
$10.4K +$9.96K +155 New
PA
345
Parallel Advisors
California
$10.2K +$1.41K +22 +17%
WTG
346
West Tower Group
Virginia
$9.1K +$6.75K +105 +339%
GCM
347
Gables Capital Management
Florida
$8.96K
VCM
348
Versant Capital Management
Arizona
$8.63K
BIA
349
Bell Investment Advisors
California
$8.03K +$835 +13 +12%
TPCW
350
TD Private Client Wealth
New York
$6.96K