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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Congress Asset Management
Massachusetts
$269K +$267K +2,987 New
CFO
327
Callan Family Office
Pennsylvania
$265K +$263K +2,938 New
SCA
328
Snowden Capital Advisors
New York
$264K -$14.4K -161 -5%
PWS
329
Peloton Wealth Strategists
Indiana
$257K +$255K +2,845 New
KAS
330
Kestra Advisory Services
Texas
$255K +$15K +168 +6%
MWM
331
Modern Wealth Management
Kansas
$254K +$252K +2,813 New
Focus Partners Wealth
332
Focus Partners Wealth
Massachusetts
$253K +$251K +2,806 New
FCI
333
Financial Counselors Inc
Kansas
$251K
TFS
334
Thoroughbred Financial Services
Tennessee
$251K -$5.28K -59 -2%
CPIG
335
Chicago Partners Investment Group
Illinois
$249K -$179 -2 -0.1%
HPG
336
Harvest Portfolios Group
Ontario, Canada
$244K -$71.6K -800 -23%
SIG
337
Stonegate Investment Group
Alabama
$237K +$235K +2,622 New
SWM
338
SeaCrest Wealth Management
New York
$235K
LAM
339
Longboard Asset Management
Arizona
$231K +$229K +2,564 New
CP
340
Cumberland Partners
Ontario, Canada
$226K -$89.5K -1,000 -29%
CWS
341
Cypress Wealth Services
California
$224K +$223K +2,488 New
FW
342
FullCircle Wealth
Texas
$217K +$202K +2,258 New
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$216K -$80K -894 -27%
CAS
344
CTC Alternative Strategies
Illinois
$209K +$208K +2,322 New
OTL
345
Oak Thistle LLC
New York
$208K -$1.06M -11,857 -84%
RI
346
Ridgewood Investments
New Jersey
$208K -$26.7K -298 -11%
SGCA
347
Steel Grove Capital Advisors
Tennessee
$206K +$205K +2,286 New
HH
348
Hilltop Holdings
Texas
$206K +$204K +2,285 New
QCG
349
Quadrant Capital Group
Ohio
$173K +$2.95K +33 +2%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$165K -$190K -2,126 -54%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.