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RB Global
RBA

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
376
Meeder Asset Management
Ohio
$9.32K +$6.67K +89 +270%
BIA
377
Bell Investment Advisors
California
$8.71K +$525 +7 +7%
VWA
378
Valued Wealth Advisors
Utah
$8.25K – – –
CWP
379
Concord Wealth Partners
Virginia
$7.64K – – –
HWA
380
HHM Wealth Advisors
Tennessee
$7.64K – – –
WIA
381
Wetzel Investment Advisors
Indiana
$7.62K -$10K -134 -57%
WTC
382
WhitTier Trust Company
Nevada
$7.02K – – –
JWA
383
JFS Wealth Advisors
Pennsylvania
$6.87K -$300 -4 -4%
HI
384
Harbour Investments
Wisconsin
$6.64K – – –
SA
385
Scarborough Advisors
Maryland
$6.49K – – –
SWM
386
Sugarloaf Wealth Management
Georgia
$6.11K – – –
FFA
387
Frazier Financial Advisors
Ohio
$5.88K – – –
1IA
388
1620 Investment Advisors
Massachusetts
$5.8K -$3.38M -45,145 -100%
TAM
389
Tucker Asset Management
Colorado
$5.57K +$5.47K +73 New
HCP
390
Hexagon Capital Partners
Arkansas
$5.27K – – –
Jones Financial Companies
391
Jones Financial Companies
Missouri
$5.19K – – –
IFAM
392
Institutional & Family Asset Management
Colorado
$4.81K -$375 -5 -7%
MSWM
393
Mowery & Schoenfeld Wealth Management
Illinois
$4.58K – – –
GCM
394
Gables Capital Management
Florida
$4.28K -$5.85K -78 -58%
LI
395
LRI Investments
Florida
$4.28K – – –
CA
396
Continuum Advisory
Idaho
$3.36K -$600 -8 -15%
CFO
397
CVA Family Office
Colorado
$3.05K – – –
AA
398
AlphaMark Advisors
Kentucky
$3K – – –
CAL
399
Capital Advisors Ltd
Ohio
$3K +$525 +7 +25%
GFPC
400
Global Financial Private Client
Florida
$2.83K – – –
14 15
16
17 18

RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.