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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
BHWM
401
Beaird Harris Wealth Management
Texas
$2.44K +$2.4K +32 New
N
402
Natixis
France
$2.36K +$2.32K +31 New
AF
403
Allworth Financial
California
$2.31K +$674 +9 +45%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$1.91K -$600 -8 -24%
FG
405
Fairman Group
Pennsylvania
$1.91K – – –
AF
406
Advisornet Financial
Minnesota
$1.15K – – –
RWMG
407
Redwood Wealth Management Group
New Jersey
$1.15K +$1.12K +15 New
HFS
408
Hantz Financial Services
Michigan
$1K – – –
AW
409
Avion Wealth
Texas
$1K +$525 +7 +88%
BWL
410
Bogart Wealth LLC
Virginia
$993 – – –
FCA
411
FinTrust Capital Advisors
South Carolina
$942 – – –
MHR
412
Matthew Hamilton Rosenberg
$758 – – –
NMG
413
New Millennium Group
Utah
$747 +$749 +10 New
CJ
414
Caitlin John
Michigan
$611 – – –
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$535 – – –
TWD
416
True Wealth Design
Ohio
$535 +$150 +2 +40%
BF
417
BOK Financial
Oklahoma
$458 – – –
MCM
418
MV Capital Management
Maryland
$382 +$375 +5 New
SIC
419
SJS Investment Consulting
Ohio
$230 – – –
PTC
420
Private Trust Company
Ohio
$229 – – –
Sumitomo Mitsui Trust Group
421
Sumitomo Mitsui Trust Group
Japan
– -$27.6M -362,493 Closed
Ninety One (UK)
422
Ninety One (UK)
United Kingdom
– -$24.8M -324,849 Closed
HSBC Holdings
423
HSBC Holdings
United Kingdom
– -$17.4M -229,082 Closed
PAMP
424
Polar Asset Management Partners
Ontario, Canada
– -$17.1M -224,700 Closed
CCM
425
Clearfield Capital Management
New York
– -$14.1M -184,800 Closed
15 16
17
18 19

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.