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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
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$34.1K +$12.4K +165 +59%
HCM
352
Hollencrest Capital Management
California
$33.4K – – –
ACM
353
Accent Capital Management
Ohio
$29.9K +$8.62K +115 +42%
NA
354
NewEdge Advisors
Louisiana
$29.3K -$5.62K -75 -16%
CT
355
Colonial Trust
South Carolina
$25.2K – – –
GKIM
356
GW&K Investment Management
Massachusetts
$25K – – –
LFA
357
LGT Financial Advisors
Texas
$23.7K +$23.3K +311 New
HNB
358
Huntington National Bank
Ohio
$23.4K -$3.67K -49 -14%
SPIA
359
Steward Partners Investment Advisory
New York
$22K +$75 +1 +0.3%
TFF
360
The Family Firm
Maryland
$21.8K +$21.4K +285 New
ADL
361
Asset Dedication LLC
California
$19K – – –
PA
362
Parallel Advisors
California
$18.7K +$2.17K +29 +13%
MCM
363
Manchester Capital Management
Vermont
$18.6K +$17.9K +239 +5,975%
FFA
364
Farther Finance Advisors
California
$18.5K +$8.09K +108 +79%
AAP
365
Arax Advisory Partners
Colorado
$18.4K +$17.5K +233 +2,913%
AFS
366
Annapolis Financial Services
Maryland
$15.7K – – –
UB
367
UMB Bank
Missouri
$15.1K +$7.34K +98 +98%
VWM
368
Venturi Wealth Management
Texas
$14.6K – – –
WBC
369
West Branch Capital
Massachusetts
$13.4K – – –
WWP
370
WR Wealth Planners
Missouri
$13.1K +$300 +4 +2%
PS
371
Principal Securities
Iowa
$13K +$1.05K +14 +9%
CA
372
CoreCap Advisors
Michigan
$12K +$2.17K +29 +23%
C
373
Covestor
United Kingdom
$10K -$97.1K -1,295 -91%
VCM
374
Versant Capital Management
Arizona
$9.85K – – –
CPG
375
Cornerstone Planning Group
New Jersey
$9.41K -$18K -240 -65%
13 14
15
16 17

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.