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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
376
Concourse Financial Group Securities
Alabama
$61.3K -$5.37K -60 -8%
MMCM
377
Murphy & Mullick Capital Management
New York
$59.4K +$58.9K +658 New
AAP
378
Arax Advisory Partners
Colorado
$58.2K +$35.8K +400 +163%
GRP
379
Global Retirement Partners
California
$57.7K -$2.24K -25 -4%
WT
380
Whittier Trust
California
$57.2K
VHAM
381
Van Hulzen Asset Management
California
$54.1K +$53.7K +600 New
GM
382
GeoWealth Management
Illinois
$52.3K +$6.44K +72 +14%
MCM
383
MAI Capital Management
Ohio
$47.5K +$47.2K +527 New
GIBU
384
Gulf International Bank (UK)
United Kingdom
$45K
LAMC
385
Longview Asset Management (California)
California
$44.8K +$44.5K +497 New
GWM
386
Geneos Wealth Management
Colorado
$40K +$31.3K +350 +376%
CIAM
387
Caitong International Asset Management
Hong Kong
$37.6K +$37.3K +417 New
WA
388
Whipplewood Advisors
Colorado
$37.1K +$36.8K +411 New
ACM
389
Accent Capital Management
Ohio
$35.3K
SPIA
390
Steward Partners Investment Advisory
New York
$35.2K +$1.43K +16 +4%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$35.2K +$11.5K +129 +49%
NA
392
NewEdge Advisors
Louisiana
$34.6K
AssetMark Inc
393
AssetMark Inc
California
$29.9K -$1.16K -13 -4%
CT
394
Colonial Trust
South Carolina
$29.5K
GKIM
395
GW&K Investment Management
Massachusetts
$29K
HNB
396
Huntington National Bank
Ohio
$28.9K +$626 +7 +2%
QL
397
Quarry LP
New York
$28.3K -$120K -1,338 -81%
LFA
398
LGT Financial Advisors
Texas
$28.1K
VCM
399
Versant Capital Management
Arizona
$27.5K +$15.7K +176 +136%
PS
400
Principal Securities
Iowa
$27.2K +$8.41K +94 +45%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.