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RB Global

396 hedge funds and large institutions have $11.4B invested in RB Global in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more call options, than puts

Call options by funds: $42.8M | Put options by funds: $4.97M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

3% more funds holding

Funds holding: 385396 (+11)

4% more capital invested

Capital invested by funds: $10.9B → $11.4B (+$458M)

2.47% less ownership

Funds ownership: 95.49%93.02% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 159

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.77%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
51
Increased
126
Reduced
159
Closed
35
Calls
$42.8M
Puts
$4.97M
Net Calls
+$37.8M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
M
376
MOTCO
Texas
$1.14K
HFS
377
Hantz Financial Services
Michigan
$1K -$1.48K -23 -61%
VNA
378
Valley National Advisers
Pennsylvania
$1K +$1.61K +25 New
AF
379
Allworth Financial
California
$937 -$15.6K -243 -95%
ASN
380
Advisory Services Network
Georgia
$936 +$900 +14 New
BWL
381
Bogart Wealth LLC
Virginia
$870
FCA
382
FinTrust Capital Advisors
South Carolina
$825
BWM
383
Baystate Wealth Management
Massachusetts
$754
MHR
384
Matthew Hamilton Rosenberg
$669
NMG
385
New Millennium Group
Utah
$650
AAP
386
Arax Advisory Partners
Colorado
$546 -$1.28K -20 -71%
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$469 +$450 +7 New
MFT
388
Moisand Fitzgerald Tamayo
Florida
$335 +$321 +5 New
MCM
389
Manchester Capital Management
Vermont
$268 +$257 +4 New
BF
390
BOK Financial
Oklahoma
$267 +$129 +2 +100%
SIC
391
SJS Investment Consulting
Ohio
$201
TWD
392
True Wealth Design
Ohio
$201
PTC
393
Private Trust Company
Ohio
$201 +$193 +3 New
DIP
394
DT Investment Partners
Pennsylvania
$128
TWP
395
TFO Wealth Partners
Ohio
$67
Thrivent Financial for Lutherans
396
Thrivent Financial for Lutherans
Minnesota
-$75M -1,199,296 Closed
MAMU
397
Marathon Asset Management (UK)
United Kingdom
-$53.4M -848,311 Closed
GIM
398
Granahan Investment Management
Massachusetts
-$47.5M -760,689 Closed
TGA
399
TPG GP A
Texas
-$27.9M -446,525 Closed
AACP
400
Advantage Alpha Capital Partners
California
-$8.56M -136,956 Closed