We are live on ! Find out more
RBA icon

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
GCM
351
Gables Capital Management
Florida
$8.04K
CWP
352
Concord Wealth Partners
Virginia
$7.26K
HWA
353
HHM Wealth Advisors
Tennessee
$6K
WTC
354
WhitTier Trust Company
Nevada
$5.58K +$1.13K +20 +27%
CTWM
355
Cherry Tree Wealth Management
Minnesota
$5.52K +$5.19K +92 New
Allianz Asset Management
356
Allianz Asset Management
Germany
$5.51K -$2.7M -47,915 -34%
HI
357
Harbour Investments
Wisconsin
$5.22K
BIA
358
Bell Investment Advisors
California
$4.98K
WTG
359
West Tower Group
Virginia
$4.86K +$4.57K +81 New
SWM
360
Sugarloaf Wealth Management
Georgia
$4.8K
JWA
361
JFS Wealth Advisors
Pennsylvania
$4.68K
SPIA
362
Steward Partners Investment Advisory
New York
$4.68K
IFAM
363
Institutional & Family Asset Management
Colorado
$4.2K +$789 +14 +25%
HFS
364
Hantz Financial Services
Michigan
$4K -$1.52M -26,932 -100%
SIC
365
Salem Investment Counselors
North Carolina
$3.72K
FA
366
Fiduciary Alliance
South Carolina
$3.72K +$3.5K +62 New
PP
367
Pacifica Partners
Canada
$2.8K +$2.65K +47 New
LF
368
Lee Financial
Texas
$2.52K
EARNEST Partners
369
EARNEST Partners
Georgia
$2.46K +$2.31K +41 New
GFPC
370
Global Financial Private Client
Florida
$2.23K
AA
371
AlphaMark Advisors
Kentucky
$2K
CAL
372
Capital Advisors Ltd
Ohio
$2K
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$1.98K
CFO
374
CVA Family Office
Colorado
$1.32K -$2.42K -43 -66%
SCA
375
Stonebridge Capital Advisors
Minnesota
$1.26K

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.