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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
WTC
351
WhitTier Trust Company
Nevada
$5.81K
CTWM
352
Cherry Tree Wealth Management
Minnesota
$5.75K
HI
353
Harbour Investments
Wisconsin
$5.44K
JWA
354
JFS Wealth Advisors
Pennsylvania
$5.38K +$493 +8 +10%
SWM
355
Sugarloaf Wealth Management
Georgia
$5K
SPIA
356
Steward Partners Investment Advisory
New York
$4.88K
ZB
357
Zions Bancorporation
Utah
$4.81K +$4.74K +77 New
PP
358
Pacifica Partners
Canada
$4.66K +$1.66K +27 +57%
LFG
359
Larson Financial Group
Missouri
$4.63K +$4.56K +74 New
HCP
360
Hexagon Capital Partners
Arkansas
$3.81K +$3.02K +49 +408%
IFAM
361
Institutional & Family Asset Management
Colorado
$3.56K -$801 -13 -19%
LF
362
Lee Financial
Texas
$2.63K
EARNEST Partners
363
EARNEST Partners
Georgia
$2.56K
GFPC
364
Global Financial Private Client
Florida
$2.31K
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$2.06K
HFS
366
Hantz Financial Services
Michigan
$2K -$1.54K -25 -40%
AA
367
AlphaMark Advisors
Kentucky
$2K
CAL
368
Capital Advisors Ltd
Ohio
$2K
WTG
369
West Tower Group
Virginia
$1.94K -$3.08K -50 -62%
AAP
370
Arax Advisory Partners
Colorado
$1.75K -$112K -1,819 -98%
SCA
371
Stonebridge Capital Advisors
Minnesota
$1.31K
M
372
MOTCO
Texas
$1.06K
AW
373
Avion Wealth
Texas
$1K +$1.48K +24 New
BWL
374
Bogart Wealth LLC
Virginia
$813
FCA
375
FinTrust Capital Advisors
South Carolina
$771 +$739 +12 New

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.