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RB Global

408 hedge funds and large institutions have $12.6B invested in RB Global in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $29.1M

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.2B)

3% more funds holding

Funds holding: 396408 (+12)

3.13% less ownership

Funds ownership: 93.02%89.89% (-3.1%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

27% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 172

Holders
408
Holders Change
+12
Holders Change %
+3.03%
% of All Funds
5.88%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
53
Increased
125
Reduced
172
Closed
38
Calls
$41.8M
Puts
$29.1M
Net Calls
+$12.7M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$460 +$140 +2 +50%
TWD
402
True Wealth Design
Ohio
$381 +$140 +2 +67%
MCM
403
Manchester Capital Management
Vermont
$305
PTC
404
Private Trust Company
Ohio
$229
SIC
405
SJS Investment Consulting
Ohio
$229
TCM
406
TD Capital Management
Tennessee
$229 +$210 +3 New
DIP
407
DT Investment Partners
Pennsylvania
$153
TWP
408
TFO Wealth Partners
Ohio
$76
Point72 Asset Management
409
Point72 Asset Management
Connecticut
-$55.8M -834,735 Closed
Balyasny Asset Management
410
Balyasny Asset Management
Illinois
-$29.2M -436,749 Closed
Aberdeen Group
411
Aberdeen Group
United Kingdom
-$19.4M -290,546 Closed
DG
412
Discerene Group
Connecticut
-$17.2M -257,290 Closed
NAM
413
NewGen Asset Management
Ontario, Canada
-$10M -150,000 Closed
UBS AM
414
UBS AM
Illinois
-$9.14M -136,708 Closed
State Board of Administration of Florida Retirement System
415
State Board of Administration of Florida Retirement System
Florida
-$8.62M -128,869 Closed
IG
416
ING Group
Netherlands
-$5.55M -83,000 Closed
BFM
417
Boothbay Fund Management
New York
-$3.35M -50,063 Closed
Squarepoint
418
Squarepoint
New York
-$2.95M -44,030 Closed
IC
419
IEQ Capital
California
-$2.36M -35,226 Closed
BHCM
420
Brevan Howard Capital Management
Jersey
-$2.01M -30,032 Closed
Marshall Wace
421
Marshall Wace
United Kingdom
-$1.75M -26,100 Closed
ZIG
422
Zurich Insurance Group
Switzerland
-$1.59M -23,700 Closed
AWM
423
AE Wealth Management
Kansas
-$599K -9,615 Closed
Belvedere Trading
424
Belvedere Trading
Illinois
-$624K -9,323 Closed
CC
425
Centiva Capital
New York
-$594K -8,875 Closed

RBA Hedge Fund Activity: Q1 2024 in Review

408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2024, worth a combined $12.6B — up 11% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RBA positions and 38 closed out — a net gain of 15 holders — while 125 added to existing stakes and 172 trimmed.

The largest buyer was Vanguard Group, adding an estimated $80.6M. The largest seller was Independent Franchise Partners, cutting an estimated $102M.

  • 408 institutional investors held RB Global (RBA) as of Q1 2024, up from 396 in Q4 2023.
  • Funds reported $12.6B of RB Global stock for Q1 2024, up 11% quarter-over-quarter.
  • 53 funds opened new RB Global positions in Q1 2024 and 38 closed out, a net change of +15 holders.
  • The largest RB Global buyer in Q1 2024 was Vanguard Group, an estimated $80.6M added.
  • The largest RB Global seller in Q1 2024 was Independent Franchise Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.