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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
VWA
351
Valued Wealth Advisors
Utah
$6.75K +$6.94K +108 New
CWP
352
Concord Wealth Partners
Virginia
$6.69K -$1.35K -21 -17%
HWA
353
HHM Wealth Advisors
Tennessee
$6.69K
WTC
354
WhitTier Trust Company
Nevada
$6.22K
CTWM
355
Cherry Tree Wealth Management
Minnesota
$6.15K
MSWM
356
Mowery & Schoenfeld Wealth Management
Illinois
$5.95K +$5.72K +89 New
HI
357
Harbour Investments
Wisconsin
$5.82K
JWA
358
JFS Wealth Advisors
Pennsylvania
$5.75K
SA
359
Scarborough Advisors
Maryland
$5.69K +$5.46K +85 New
SWM
360
Sugarloaf Wealth Management
Georgia
$5.35K
ZB
361
Zions Bancorporation
Utah
$5.15K
FFA
362
Frazier Financial Advisors
Ohio
$5.15K +$4.95K +77 New
PP
363
Pacifica Partners
Canada
$4.67K
IFAM
364
Institutional & Family Asset Management
Colorado
$3.75K -$64 -1 -2%
First Manhattan
365
First Manhattan
New York
$3.54K -$274K -4,267 -99%
FFA
366
Farther Finance Advisors
California
$3.14K +$2.96K +46 +4,600%
AA
367
AlphaMark Advisors
Kentucky
$3K
LF
368
Lee Financial
Texas
$2.81K
CFO
369
CVA Family Office
Colorado
$2.68K +$2.57K +40 New
HCP
370
Hexagon Capital Partners
Arkansas
$2.61K -$1.41K -22 -36%
GFPC
371
Global Financial Private Client
Florida
$2.48K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$2.21K
CAL
373
Capital Advisors Ltd
Ohio
$2K
CJ
374
Caitlin John
Michigan
$1.67K +$1.61K +25 New
FG
375
Fairman Group
Pennsylvania
$1.67K +$1.61K +25 New