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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
CPBTD
401
Central Pacific Bank - Trust Division
Hawaii
$27.2K +$26.9K +301 New
OC
402
Oakworth Capital
Alabama
$26K
CA
403
CoreCap Advisors
Michigan
$24.7K +$10.5K +117 +75%
ADL
404
Asset Dedication LLC
California
$22.5K
MCM
405
Manchester Capital Management
Vermont
$21.9K
CIM
406
Contravisory Investment Management
Massachusetts
$20.9K
CTC
407
Central Trust Company
Missouri
$20K +$19.9K +222 New
WWP
408
WR Wealth Planners
Missouri
$17.8K
VWM
409
Venturi Wealth Management
Texas
$17.2K
CWM
410
Centricity Wealth Management
Ohio
$16.7K +$16.6K +185 New
WBC
411
West Branch Capital
Massachusetts
$15.8K
CPG
412
Cornerstone Planning Group
New Jersey
$12.3K
MAM
413
Meeder Asset Management
Ohio
$11.4K -$447 -5 -4%
CFO
414
CVA Family Office
Colorado
$10.6K
BIA
415
Bell Investment Advisors
California
$10.3K
VWA
416
Valued Wealth Advisors
Utah
$9.74K
HWA
417
HHM Wealth Advisors
Tennessee
$9.2K +$179 +2 +2%
CWP
418
Concord Wealth Partners
Virginia
$9.02K
GK
419
Graney & King
New York
$9.02K +$8.95K +100 New
JWA
420
JFS Wealth Advisors
Pennsylvania
$8.39K
HI
421
Harbour Investments
Wisconsin
$7.85K
FIM
422
FWL Investment Management
Texas
$7.85K +$7.78K +87 New
BIG
423
Brooklyn Investment Group
New York
$7.49K +$447 +5 +6%
SWM
424
Sugarloaf Wealth Management
Georgia
$7.22K
IA
425
IFP Advisors
Florida
$7.2K -$90K -1,006 -93%

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.