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RB Global

445 hedge funds and large institutions have $13.6B invested in RB Global in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

6% more funds holding

Funds holding: 420445 (+25)

2% more capital invested

Capital invested by funds: $13.3B → $13.6B (+$296M)

5% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $40.3M

3.32% less ownership

Funds ownership: 94.63%91.31% (-3.3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 175

Holders
445
Holders Change
+25
Holders Change %
+5.95%
% of All Funds
6.39%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
64
Increased
137
Reduced
175
Closed
36
Calls
$38.2M
Puts
$40.3M
Net Calls
-$2.16M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
376
GW&K Investment Management
Massachusetts
$26K
HNB
377
Huntington National Bank
Ohio
$25.2K +$568 +7 +2%
LFA
378
LGT Financial Advisors
Texas
$25K
OC
379
Oakworth Capital
Alabama
$23.2K -$13.1K -162 -36%
Jones Financial Companies
380
Jones Financial Companies
Missouri
$21K +$15.7K +193 +284%
ADL
381
Asset Dedication LLC
California
$20K
AAP
382
Arax Advisory Partners
Colorado
$19.7K +$325 +4 +2%
MCM
383
Manchester Capital Management
Vermont
$19.6K
CIM
384
Contravisory Investment Management
Massachusetts
$18.7K +$18.8K +232 New
PS
385
Principal Securities
Iowa
$16.7K +$3.08K +38 +22%
AFS
386
Annapolis Financial Services
Maryland
$16.6K
WWP
387
WR Wealth Planners
Missouri
$15.9K +$2.11K +26 +15%
GSEP
388
Golden State Equity Partners
California
$15.9K +$16K +197 New
VWM
389
Venturi Wealth Management
Texas
$15.4K
WBC
390
West Branch Capital
Massachusetts
$14.1K
CA
391
CoreCap Advisors
Michigan
$12.6K
CPG
392
Cornerstone Planning Group
New Jersey
$11.7K +$243 +3 +2%
MAM
393
Meeder Asset Management
Ohio
$10.5K +$730 +9 +7%
VCM
394
Versant Capital Management
Arizona
$10.4K
CFO
395
CVA Family Office
Colorado
$9.5K +$6.33K +78 +195%
BIA
396
Bell Investment Advisors
California
$9.18K
VWA
397
Valued Wealth Advisors
Utah
$8.69K
CWP
398
Concord Wealth Partners
Virginia
$8.05K
HWA
399
HHM Wealth Advisors
Tennessee
$8.05K
JWA
400
JFS Wealth Advisors
Pennsylvania
$7.49K +$243 +3 +3%