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RB Global
RBA

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
326
HighMark Wealth Management
Minnesota
$92K – – –
ST
327
Smithfield Trust
Pennsylvania
$92K – – –
IA
328
IFP Advisors
Florida
$87.8K -$525 -7 -0.6%
ZB
329
Zions Bancorporation
Utah
$83.6K +$1.42K +19 +2%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$77.9K +$18.1K +241 +31%
WAM
331
Wolverine Asset Management
Illinois
$77.2K – – –
TFM
332
TFC Financial Management
Massachusetts
$76.4K +$75 +1 +0.1%
OLVIG
333
Oliver Lagore Vanvalin Investment Group
Michigan
$74.5K -$40.6K -542 -36%
GI
334
GAMMA Investing
California
$69.6K +$4.87K +65 +8%
Simplex Trading
335
Simplex Trading
Illinois
$64K +$63.7K +850 New
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$63.8K +$15.7K +210 +34%
CFGS
337
Concourse Financial Group Securities
Alabama
$62.5K +$1.65K +22 +3%
WT
338
Washington Trust
Rhode Island
$61.9K -$2.7K -36 -4%
LC
339
Lindbrook Capital
California
$59.6K -$13.7K -183 -19%
1832 Asset Management
340
1832 Asset Management
Ontario, Canada
$59.6K -$6.75K -90 -10%
GRP
341
Global Retirement Partners
California
$55.1K -$1.42K -19 -3%
QL
342
Quarry LP
New York
$53K +$52K +694 New
Mitsubishi UFJ Trust & Banking
343
Mitsubishi UFJ Trust & Banking
Japan
$48.6K – – –
WT
344
Whittier Trust
California
$48.4K +$8.39K +112 +21%
QCG
345
Quadrant Capital Group
Ohio
$48.3K +$17.1K +228 +56%
CFM
346
Catalyst Funds Management
Australia
$45.8K +$45K +600 New
CNBTD
347
Citizens National Bank Trust Department
Mississippi
$45.7K – – –
AGWCA
348
Annis Gardner Whiting Capital Advisors
Florida
$39.9K – – –
Lazard Asset Management
349
Lazard Asset Management
New York
$35K +$34.8K +465 New
OC
350
Oakworth Capital
Alabama
$34.4K – – –
12 13
14
15 16

RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.