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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
AF
426
Advisornet Financial
Minnesota
$1.21K
BWL
427
Bogart Wealth LLC
Virginia
$1.05K
HFS
428
Hantz Financial Services
Michigan
$1K -$81 -1 -7%
AW
429
Avion Wealth
Texas
$1K
WCM
430
Winthrop Capital Management
Indiana
$1K +$1.38K +17 New
FCA
431
FinTrust Capital Advisors
South Carolina
$993
FFO
432
Fortitude Family Office
Arizona
$966 +$974 +12 New
MHR
433
Matthew Hamilton Rosenberg
$805
NMG
434
New Millennium Group
Utah
$790
CJ
435
Caitlin John
Michigan
$729
DPW
436
DiNuzzo Private Wealth
Pennsylvania
$564
TWD
437
True Wealth Design
Ohio
$564
RTC
438
Riverview Trust Company
Washington
$563 +$568 +7 New
CYG
439
Clean Yield Group
Vermont
$483 +$487 +6 New
MCM
440
MV Capital Management
Maryland
$403
SIC
441
SJS Investment Consulting
Ohio
$242
PTC
442
Private Trust Company
Ohio
$241
IAIM
443
International Assets Investment Management
Florida
$163 +$1.07M +13,131 New
RIL
444
Rothschild Investment LLC
Illinois
$161 +$162 +2 New
MFG
445
Mendota Financial Group
Wisconsin
$81 +$81 +1 New
Rockefeller Capital Management
446
Rockefeller Capital Management
New York
-$4.96M -64,963 Closed
ECM
447
ExodusPoint Capital Management
New York
-$2.63M -34,484 Closed
CCMLC
448
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$2.31M -30,198 Closed
VF
449
Virtu Financial
New York
-$2.05M -26,802 Closed
APG Asset Management
450
APG Asset Management
Netherlands
-$1.47M -20,668 Closed