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RB Global

445 hedge funds and large institutions have $13.6B invested in RB Global in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

6% more funds holding

Funds holding: 420445 (+25)

2% more capital invested

Capital invested by funds: $13.3B → $13.6B (+$296M)

5% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $40.3M

3.32% less ownership

Funds ownership: 94.63%91.31% (-3.3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 175

Holders
445
Holders Change
+25
Holders Change %
+5.95%
% of All Funds
6.39%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
64
Increased
137
Reduced
175
Closed
36
Calls
$38.2M
Puts
$40.3M
Net Calls
-$2.16M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
GAMMA Investing
California
$94.9K +$21.7K +267 +29%
IA
352
IFP Advisors
Florida
$87.4K -$5.19K -64 -6%
OLVIG
353
Oliver Lagore Vanvalin Investment Group
Michigan
$87.4K +$8.93K +110 +11%
ZB
354
Zions Bancorporation
Utah
$85.6K -$2.52K -31 -3%
WAM
355
Wolverine Asset Management
Illinois
$81.4K
TFM
356
TFC Financial Management
Massachusetts
$80.6K
Nisa Investment Advisors
357
Nisa Investment Advisors
Missouri
$72.9K +$5.68K +70 +8%
HCM
358
Hollencrest Capital Management
California
$70.4K +$35.5K +437 +100%
C
359
Covestor
United Kingdom
$65K +$54.9K +677 +533%
LC
360
Lindbrook Capital
California
$64.5K +$1.62K +20 +3%
WT
361
Washington Trust
Rhode Island
$63.9K -$1.38K -17 -2%
CFGS
362
Concourse Financial Group Securities
Alabama
$59.7K -$6.25K -77 -9%
PA
363
Parallel Advisors
California
$55.9K +$36.5K +450 +184%
GRP
364
Global Retirement Partners
California
$53.5K -$4.63K -57 -8%
WT
365
Whittier Trust
California
$51K
CFM
366
Catalyst Funds Management
Australia
$48.3K
UB
367
UMB Bank
Missouri
$47.2K +$31.5K +388 +196%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$45.3K +$9.5K +117 +26%
GM
369
GeoWealth Management
Illinois
$40.9K +$41.2K +508 New
GIBU
370
Gulf International Bank (UK)
United Kingdom
$40K -$59.6K -734 -59%
ACM
371
Accent Capital Management
Ohio
$31.5K
NA
372
NewEdge Advisors
Louisiana
$30.9K
SPIA
373
Steward Partners Investment Advisory
New York
$30.1K +$6.9K +85 +29%
AssetMark Inc
374
AssetMark Inc
California
$27.7K -$762K -9,390 -96%
CT
375
Colonial Trust
South Carolina
$26.3K