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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
GWM
401
Geneos Wealth Management
Colorado
$7.49K +$7.55K +93 New
HI
402
Harbour Investments
Wisconsin
$7K
HCP
403
Hexagon Capital Partners
Arkansas
$6.52K +$974 +12 +17%
SWM
404
Sugarloaf Wealth Management
Georgia
$6.44K
BIG
405
Brooklyn Investment Group
New York
$6.28K +$6.33K +78 New
FFA
406
Frazier Financial Advisors
Ohio
$6.2K
1IA
407
1620 Investment Advisors
Massachusetts
$6.12K
TAM
408
Tucker Asset Management
Colorado
$5.88K
WTC
409
WhitTier Trust Company
Nevada
$5.88K -$1.54K -19 -21%
WWM
410
Wolff Wiese Magana
California
$5.31K +$5.36K +66 New
LI
411
LRI Investments
Florida
$5.17K
MSWM
412
Mowery & Schoenfeld Wealth Management
Illinois
$4.83K
GCM
413
Gables Capital Management
Florida
$4.51K
CPA
414
Capital Performance Advisors
California
$4.51K +$4.54K +56 New
AF
415
Allworth Financial
California
$3.94K +$1.62K +20 +69%
CA
416
Continuum Advisory
Idaho
$3.88K -$162 -2 -5%
FFA
417
Farther Finance Advisors
California
$3.7K -$16.1K -198 -81%
DIP
418
DT Investment Partners
Pennsylvania
$3.62K +$3.65K +45 New
AP
419
Atwood & Palmer
Missouri
$3.06K +$3.08K +38 New
CAL
420
Capital Advisors Ltd
Ohio
$3K -$81 -1 -3%
GFPC
421
Global Financial Private Client
Florida
$2.98K
BHWM
422
Beaird Harris Wealth Management
Texas
$2.58K
FDCP
423
Foster Dykema Cabot & Partners
Massachusetts
$2.5K +$2.52K +31 New
FG
424
Fairman Group
Pennsylvania
$2.01K
CNBTD
425
Citizens National Bank Trust Department
Mississippi
$1.21K -$47.3K -583 -97%