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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Smartleaf Asset Management
Massachusetts
$164K -$20.8K -232 -11%
OLVIG
352
Oliver Lagore Vanvalin Investment Group
Michigan
$161K +$62.2K +695 +64%
FHA
353
First Horizon Advisors
Tennessee
$158K -$18.5K -207 -11%
AIM
354
Arcadia Investment Management
Michigan
$149K
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$147K +$179 +2 +0.1%
AA
356
Addison Advisors
Vermont
$140K +$537 +6 +0.4%
SOW
357
State of Wyoming
Wyoming
$133K +$132K +1,473 New
BTI
358
Blue Trust Inc
Georgia
$124K -$9.39K -105 -7%
GI
359
GAMMA Investing
California
$113K +$6.35K +71 +6%
MG
360
Mather Group
Illinois
$112K
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K +$111K +1,243 New
HWM
362
HighMark Wealth Management
Minnesota
$109K
ST
363
Smithfield Trust
Pennsylvania
$108K
ZB
364
Zions Bancorporation
Utah
$96K
PPC
365
Park Place Capital
Alabama
$94.9K -$20.6K -230 -18%
WAM
366
Wolverine Asset Management
Illinois
$91.2K
TFM
367
TFC Financial Management
Massachusetts
$90.3K
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$86.2K +$4.47K +50 +6%
UB
369
UMB Bank
Missouri
$84.6K +$31.5K +352 +60%
C
370
Covestor
United Kingdom
$80K +$7.43K +83 +10%
HCM
371
Hollencrest Capital Management
California
$78.9K
LC
372
Lindbrook Capital
California
$73.5K +$1.25K +14 +2%
PA
373
Parallel Advisors
California
$69.9K +$7.16K +80 +12%
WT
374
Washington Trust
Rhode Island
$64.6K -$6.98K -78 -10%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$63.7K +$12.8K +143 +25%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.