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RB Global
RBA

455 hedge funds and large institutions have $9.15B invested in RB Global in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 177 increasing their positions, 75 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 60

136% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 75

89% more funds holding in top 10

Funds holding in top 10: 9 → 17 (+8)

61% more capital invested

Capital invested by funds: $5.68B → $9.15B (+$3.46B)

29% more funds holding

Funds holding: 352 → 455 (+103)

0.65% less ownership

Funds ownership: 88.84% → 88.19% (-0.65%)

44% less call options, than puts

Call options by funds: $50M | Put options by funds: $89.3M

Holders
455
Holders Change
+103
Holders Change %
+29.26%
% of All Funds
7.25%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.27%
New
170
Increased
177
Reduced
75
Closed
60
Calls
$50M
Puts
$89.3M
Net Calls
-$39.3M
Net Calls Change
-$68.3M

Top Buyers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
+$587M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$365M
3
CB
Cooke & Bieler
Pennsylvania
+$207M
4
AA
Ancora Advisors
Ohio
+$166M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$152M

Top Sellers

Rank Fund Capital Flow
1
DKCM
Davidson Kempner Capital Management
New York
-$94.2M
2
Invesco
Invesco
Georgia
-$53.9M
3
EC
Eminence Capital
New York
-$41M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$39.4M
5
TAL
TIG Advisors LLC
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
426
Advisory Services Network
Georgia
$2.53K – – –
LF
427
Lee Financial
Texas
$2.37K – – –
HT
428
Headlands Technologies
Illinois
$2.14K +$2.24K +38 New
GFPC
429
Global Financial Private Client
Florida
$2.08K – – –
Point72 Asset Management
430
Point72 Asset Management
Connecticut
$2.06K -$5.07M -85,942 -100%
AA
431
AlphaMark Advisors
Kentucky
$2K – – –
CAL
432
Capital Advisors Ltd
Ohio
$2K +$1.65K +28 New
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$1.86K -$1.42K -24 -42%
SC
434
Schubert & Co
Texas
$1.8K +$1K +17 +113%
AF
435
Allworth Financial
California
$1.75K +$236 +4 +15%
Optiver Holding
436
Optiver Holding
Netherlands
$1.69K +$1.77K +30 New
WP
437
WealthPLAN Partners
Nebraska
$1.52K +$1.59K +27 New
SCA
438
Stonebridge Capital Advisors
Minnesota
$1.18K – – –
M
439
MOTCO
Texas
$1K +$1.06K +18 New
BWL
440
Bogart Wealth LLC
Virginia
$732 +$766 +13 New
HCP
441
Hexagon Capital Partners
Arkansas
$675 – – –
Commonwealth Equity Services
442
Commonwealth Equity Services
Massachusetts
$646 +$330K +5,599 +95%
BWM
443
Baystate Wealth Management
Massachusetts
$631 – – –
MHR
444
Matthew Hamilton Rosenberg
$563 – – –
DI
445
Disciplined Investments
Oklahoma
$563 +$590 +10 New
NMG
446
New Millennium Group
Utah
$540 +$59 +1 +11%
BWA
447
BDO Wealth Advisors
Florida
$451 +$472 +8 New
BBHC
448
Brown Brothers Harriman & Co
New York
$443 +$472 +8 New
SIC
449
SJS Investment Consulting
Ohio
$226 +$236 +4 New
TWD
450
True Wealth Design
Ohio
$169 – – –
16 17
18
19 20

RBA Hedge Fund Activity: Q1 2023 in Review

455 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2023, worth a combined $9.15B — up 61% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new RBA positions and 60 closed out — a net gain of 110 holders — while 177 added to existing stakes and 75 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $587M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $94.2M sold.

  • 455 institutional investors held RB Global (RBA) as of Q1 2023, up from 352 in Q4 2022.
  • Funds reported $9.15B of RB Global stock for Q1 2023, up 61% quarter-over-quarter.
  • 170 funds opened new RB Global positions in Q1 2023 and 60 closed out, a net change of +110 holders.
  • The largest RB Global buyer in Q1 2023 was Independent Franchise Partners, an estimated $587M added.
  • The largest RB Global seller in Q1 2023 was Davidson Kempner Capital Management, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2023.