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RB Global

391 hedge funds and large institutions have $10B invested in RB Global in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $2.87M

10% more capital invested

Capital invested by funds: $9.15B → $10B (+$888M)

3.67% more ownership

Funds ownership: 88.19%91.87% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 140

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less funds holding

Funds holding: 455391 (-64)

58% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 111

Holders
391
Holders Change
-64
Holders Change %
-14.07%
% of All Funds
6.14%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
47
Increased
149
Reduced
140
Closed
111
Calls
$16.6M
Puts
$2.87M
Net Calls
+$13.7M
Net Calls Change
+$53M
Name Holding Trade Value Shares
Change
Change in
Stake
M
376
MOTCO
Texas
$1.02K -$56 -1 -6%
BWL
377
Bogart Wealth LLC
Virginia
$780
HCP
378
Hexagon Capital Partners
Arkansas
$720
BWM
379
Baystate Wealth Management
Massachusetts
$674
DI
380
Disciplined Investments
Oklahoma
$600
MHR
381
Matthew Hamilton Rosenberg
$600
NMG
382
New Millennium Group
Utah
$578
BWA
383
BDO Wealth Advisors
Florida
$480
AF
384
Allworth Financial
California
$240 -$1.52K -27 -87%
SIC
385
SJS Investment Consulting
Ohio
$240
TWD
386
True Wealth Design
Ohio
$180
DIP
387
DT Investment Partners
Pennsylvania
$130
FFA
388
Farther Finance Advisors
California
$60
TWP
389
TFO Wealth Partners
Ohio
$60
LCG
390
Luxor Capital Group
New York
-$216M -3,841,542 Closed
Baillie Gifford & Co
391
Baillie Gifford & Co
United Kingdom
-$86.6M -1,538,987 Closed
Legal & General Group
392
Legal & General Group
United Kingdom
-$40.6M -721,970 Closed
Arrowstreet Capital
393
Arrowstreet Capital
Massachusetts
-$39.7M -704,755 Closed
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
-$108M -540,172 Closed
Mawer Investment Management
395
Mawer Investment Management
Alberta, Canada
-$22.2M -394,199 Closed
Qube Research & Technologies (QRT)
396
Qube Research & Technologies (QRT)
United Kingdom
-$21.7M -386,088 Closed
Public Sector Pension Investment Board (PSP Investments)
397
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$21.3M -378,529 Closed
Canada Pension Plan Investment Board
398
Canada Pension Plan Investment Board
Ontario, Canada
-$20.5M -364,040 Closed
Balyasny Asset Management
399
Balyasny Asset Management
Illinois
-$16.5M -292,965 Closed
AAM
400
Alpine Associates Management
Florida
-$14.6M -259,668 Closed

RBA Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2023, worth a combined $10B — up 9.7% from $9.15B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of RBA and 47 opened new positions — a net loss of 64 holders — while 140 trimmed existing stakes and 149 added.

The largest buyer was BlackRock, adding an estimated $271M. The largest seller was Luxor Capital Group, exiting entirely with an estimated $216M sold.

  • 391 institutional investors held RB Global (RBA) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $10B of RB Global stock for Q2 2023, up 9.7% quarter-over-quarter.
  • 47 funds opened new RB Global positions in Q2 2023 and 111 closed out, a net change of -64 holders.
  • The largest RB Global buyer in Q2 2023 was BlackRock, an estimated $271M added.
  • The largest RB Global seller in Q2 2023 was Luxor Capital Group, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2023.