We are live on ! Find out more
RBA icon

RB Global

385 hedge funds and large institutions have $10.9B invested in RB Global in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $10.7M

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$890M)

3.62% more ownership

Funds ownership: 91.87%95.49% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 391385 (-6)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 159

Holders
385
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
120
Reduced
159
Closed
50
Calls
$42.3M
Puts
$10.7M
Net Calls
+$31.6M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
Baystate Wealth Management
Massachusetts
$703
MHR
377
Matthew Hamilton Rosenberg
$625
NMG
378
New Millennium Group
Utah
$605
SIC
379
SJS Investment Consulting
Ohio
$188 -$62 -1 -25%
TWD
380
True Wealth Design
Ohio
$188
BF
381
BOK Financial
Oklahoma
$131 +$123 +2 New
DIP
382
DT Investment Partners
Pennsylvania
$125
FFA
383
Farther Finance Advisors
California
$63
TWP
384
TFO Wealth Partners
Ohio
$60
SHCM
385
Sachem Head Capital Management
New York
-$59.3M -987,500 Closed
LCOV
386
London Company of Virginia
Virginia
-$28.3M -471,118 Closed
Holocene Advisors
387
Holocene Advisors
New York
-$28.3M -471,112 Closed
Ensign Peak Advisors
388
Ensign Peak Advisors
Utah
-$26.5M -441,821 Closed
O
389
Ossiam
France
-$22M -367,415 Closed
WMSA
390
Weiss Multi-Strategy Advisers
New York
-$10M -166,618 Closed
SBH
391
Segall Bryant & Hamill
Illinois
-$9.55M -159,215 Closed
CCM
392
Clearfield Capital Management
New York
-$8M -133,300 Closed
AIMCA
393
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$7.78M -129,500 Closed
OQS
394
Occudo Quantitative Strategies
Florida
-$2.7M -44,994 Closed
FAM
395
Fred Alger Management
New York
-$2.65M -44,154 Closed
D.E. Shaw & Co
396
D.E. Shaw & Co
New York
-$2.42M -40,326 Closed
MFS
397
Mirabella Financial Services
United Kingdom
-$2.42M -40,307 Closed
Nomura Holdings
398
Nomura Holdings
Japan
-$2.19M -36,500 Closed
Axa
399
Axa
France
-$1.79M -29,787 Closed
Marshall Wace
400
Marshall Wace
United Kingdom
-$1.35M -22,557 Closed

RBA Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2023, worth a combined $10.9B — up 8.9% from $10B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RBA and 49 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 120 added.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was Discerene Group, cutting an estimated $69.4M.

  • 385 institutional investors held RB Global (RBA) as of Q3 2023, down from 391 in Q2 2023.
  • Funds reported $10.9B of RB Global stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 49 funds opened new RB Global positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest RB Global buyer in Q3 2023 was Vanguard Group, an estimated $826M added.
  • The largest RB Global seller in Q3 2023 was Discerene Group, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2023.