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RB Global

199 hedge funds and large institutions have $3.32B invested in RB Global in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 77

0.02% more ownership

Funds ownership: 91.2%91.22% (+0.02%)

2% less capital invested

Capital invested by funds: $3.4B → $3.32B (-$78.4M)

8% less funds holding

Funds holding: 216199 (-17)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
199
Holders Change
-17
Holders Change %
-7.87%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
12
Increased
78
Reduced
77
Closed
27
Calls
$542K
Puts
Net Calls
+$542K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$26.7M +$1.28M +37,496 +5%
CVA
27
Ceredex Value Advisors
Florida
$23.4M -$1.38M -40,328 -5%
GPGA
28
Grandeur Peak Global Advisors
Utah
$21.5M +$1.21M +35,250 +6%
PCM
29
Palisade Capital Management
New Jersey
$20.6M +$1.05M +30,710 +5%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$19.5M -$3.73M -109,106 -16%
CAM
31
Capco Asset Management
Florida
$17.9M +$692K +20,213 +4%
Renaissance Technologies
32
Renaissance Technologies
New York
$15.8M -$4.56M -133,400 -22%
Canada Life
33
Canada Life
Manitoba, Canada
$15.7M -$4.01M -117,145 -20%
William Blair & Company
34
William Blair & Company
Illinois
$14.4M +$805K +23,537 +6%
AWM
35
Ashmore Wealth Management
Delaware
$13.6M -$213K -6,228 -2%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$13M -$800K -23,377 -6%
State Street
37
State Street
Massachusetts
$12.3M -$815K -23,829 -6%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$12.3M +$165K +4,820 +1%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$12M -$4.4M -128,453 -26%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$11M
NA
41
Neuburgh Advisers
California
$11M -$585K -17,102 -5%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$10.7M -$500K -14,608 -4%
Principal Financial Group
43
Principal Financial Group
Iowa
$10.3M -$48.5K -1,417 -0.5%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$10.1M +$937K +27,378 +10%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.49M +$188K +5,500 +2%
JP Morgan Chase
46
JP Morgan Chase
New York
$9.42M +$3.29M +96,251 +51%
FCM
47
Flinton Capital Management
Pennsylvania
$9.03M -$482K -14,084 -5%
CRC
48
Curi RMB Capital
Illinois
$8.78M -$116K -3,404 -1%
SI
49
Sapience Investments
California
$8.67M +$263K +7,700 +3%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$8.17M +$652K +19,043 +8%

RBA Hedge Fund Activity: Q2 2019 in Review

199 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2019, worth a combined $3.32B — down 2.3% from $3.4B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RBA and 12 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 78 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $32.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $17M.

  • 199 institutional investors held RB Global (RBA) as of Q2 2019, down from 216 in Q1 2019.
  • Funds reported $3.32B of RB Global stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 12 funds opened new RB Global positions in Q2 2019 and 27 closed out, a net change of -15 holders.
  • The largest RB Global buyer in Q2 2019 was ArrowMark Colorado Holdings, an estimated $32.7M added.
  • The largest RB Global seller in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $17M sold.

Based on aggregated 13F filings for Q2 2019.