We are live on ! Find out more
RBA icon

RB Global
RBA

176 hedge funds and large institutions have $3.59B invested in RB Global in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.24B → $3.59B (+$343M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

0.68% more ownership

Funds ownership: 102.4% → 103.08% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less funds holding

Funds holding: 180 → 176 (-4)

90% less call options, than puts

Call options by funds: $55K | Put options by funds: $538K

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
22
Increased
64
Reduced
62
Closed
21
Calls
$55K
Puts
$538K
Net Calls
-$483K
Net Calls Change
+$842K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$31.6M
2
MIP
Mondrian Investment Partners
United Kingdom
+$28.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.6M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$18.4M
5
Ameriprise
Ameriprise
Minnesota
+$15.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$76.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$16.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.8M
4
Primecap Management
Primecap Management
California
-$11M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$9.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
26
Northwest & Ethical Investments
Ontario, Canada
$38.9M -$86K -2,970 -0.2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$32.9M -$8.56M -295,464 -22%
Invesco
28
Invesco
Georgia
$28M +$2.19M +75,565 +9%
AAMU
29
AEGON Asset Management (UK)
United Kingdom
$24.5M – – –
Canada Life
30
Canada Life
Manitoba, Canada
$22.8M +$2.54M +87,803 +14%
GPGA
31
Grandeur Peak Global Advisors
Utah
$20.8M +$1.81M +62,600 +11%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$20.1M +$4.76M +164,261 +35%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.7M – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$18.6M +$7.18M +247,800 +73%
CCM
35
Copeland Capital Management
Pennsylvania
$18M +$302K +10,427 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$15.3M +$1.11M +38,458 +9%
KTA
37
Keeley-Teton Advisors
Illinois
$15.1M -$3.67M -126,708 -21%
NA
38
Neuburgh Advisers
California
$14.6M +$432K +14,926 +3%
CAM
39
Capco Asset Management
Florida
$14.3M +$438K +15,110 +3%
AWM
40
Ashmore Wealth Management
Delaware
$13.6M -$399K -13,788 -3%
Morgan Stanley
41
Morgan Stanley
New York
$13.3M +$1.54M +53,041 +14%
CI
42
Cambiar Investors
Colorado
$12.7M +$11.7M +403,018 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M -$845K -29,163 -7%
FCM
44
Flinton Capital Management
Pennsylvania
$12M +$356K +12,292 +3%
PM
45
Pembroke Management
Quebec, Canada
$11.5M -$1.42M -49,100 -12%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$11M -$238K -8,220 -2%
TAM
47
Tiverton Asset Management
Delaware
$10.9M -$3.15M -108,845 -24%
NPF
48
Norris Perne & French
Michigan
$10.2M +$3.45M +119,238 +59%
SI
49
Sapience Investments
California
$9.9M +$353K +12,200 +4%
Principal Financial Group
50
Principal Financial Group
Iowa
$9.62M +$2.04M +70,336 +30%
1
2
3 4 5

RBA Hedge Fund Activity: Q3 2017 in Review

176 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2017, worth a combined $3.59B — up 11% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RBA positions and 21 closed out — a net gain of 1 holder — while 64 added to existing stakes and 62 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $31.6M. The largest seller was Victory Capital Management, exiting entirely with an estimated $76.1M sold.

  • 176 institutional investors held RB Global (RBA) as of Q3 2017, down from 180 in Q2 2017.
  • Funds reported $3.59B of RB Global stock for Q3 2017, up 11% quarter-over-quarter.
  • 22 funds opened new RB Global positions in Q3 2017 and 21 closed out, a net change of +1 holder.
  • The largest RB Global buyer in Q3 2017 was Champlain Investment Partners, an estimated $31.6M added.
  • The largest RB Global seller in Q3 2017 was Victory Capital Management, an estimated $76.1M sold.

Based on aggregated 13F filings for Q3 2017.