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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
AAF
426
Andra AP-fonden
Sweden
-$647K -7,300 Closed
LA
427
LBP AM
France
-$448K -6,667 Closed
CPCM
428
Cardinal Point Capital Management
Ontario, Canada
-$442K -6,603 Closed
QCM
429
Qsemble Capital Management
New York
-$342K -5,109 Closed
NRD
430
Nebula Research & Development
New York
-$333K -4,977 Closed
BAM
431
Blueshift Asset Management
New Jersey
-$284K -4,250 Closed
TFS
432
Thoroughbred Financial Services
Tennessee
-$249K -3,727 Closed
PTC
433
Petrus Trust Company
Texas
-$205K -3,065 Closed
Verition Fund Management
434
Verition Fund Management
Connecticut
-$204K -3,053 Closed
DZ Bank
435
DZ Bank
Germany
-$183K -2,719 Closed
Group One Trading
436
Group One Trading
Illinois
-$95.2K -1,363 Closed
TWM
437
Tradition Wealth Management
Minnesota
-$67K -1,009 Closed
GWS
438
Glassman Wealth Services
Virginia
-$15.6K -233 Closed
WTG
439
West Tower Group
Virginia
-$9.1K -136 Closed
TPCW
440
TD Private Client Wealth
New York
-$6.96K -104 Closed
CTWM
441
Cherry Tree Wealth Management
Minnesota
-$6.15K -92 Closed
LF
442
Lee Financial
Texas
-$2.81K -42 Closed
VNA
443
Valley National Advisers
Pennsylvania
-$1K -25 Closed
ASN
444
Advisory Services Network
Georgia
-$936 -14 Closed
NMG
445
New Millennium Group
Utah
-$650 -10 Closed
MFT
446
Moisand Fitzgerald Tamayo
Florida
-$335 -5 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.