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RB Global

315 hedge funds and large institutions have $5.83B invested in RB Global in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $5.3M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

3% more funds holding

Funds holding: 305315 (+10)

2.89% more ownership

Funds ownership: 83.15%86.04% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 116

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $5.91B → $5.83B (-$72.3M)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
41
Increased
118
Reduced
116
Closed
27
Calls
$11.8M
Puts
$5.3M
Net Calls
+$6.52M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$42.3M +$2.98M +43,796 +7%
William Blair & Company
27
William Blair & Company
Illinois
$41.5M +$1.9M +27,927 +4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$40.9M -$7.79M -114,559 -15%
Ninety One (UK)
29
Ninety One (UK)
United Kingdom
$40.7M +$11.1M +162,824 +34%
DCM
30
Driehaus Capital Management
Illinois
$39.9M +$38.3M +563,457 +746%
CAM
31
Cidel Asset Management
Ontario, Canada
$37M -$804K -11,817 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$35.3M -$1.48M -21,800 -4%
Legal & General Group
33
Legal & General Group
United Kingdom
$34.6M -$266K -3,916 -0.7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$33.2M +$364K +5,346 +1%
GPGA
35
Grandeur Peak Global Advisors
Utah
$32.2M +$1M +14,705 +3%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$31.9M +$144K +2,122 +0.4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$31.3M +$156K +2,300 +0.5%
PCM
38
Palisade Capital Management
New Jersey
$30.4M +$95.8K +1,408 +0.3%
BCIM
39
British Columbia Investment Management
British Columbia, Canada
$29.4M +$20.9M +307,241 +188%
BFM
40
Boston Financial Management
Massachusetts
$27.8M +$305K +4,483 +1%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$27.6M +$30M +441,011 New
RA
42
Royce & Associates
New York
$25.9M +$133K +1,951 +0.5%
Morgan Stanley
43
Morgan Stanley
New York
$25M +$7.97M +117,101 +41%
VNIM
44
Vaughan Nelson Investment Management
Texas
$24.8M -$13.1M -192,625 -33%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$21.8M +$2.08M +30,584 +10%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$20.4M +$10.5M +154,090 +90%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$20.1M +$2.28M +33,501 +12%
Victory Capital Management
48
Victory Capital Management
Texas
$18.8M +$20.5M +300,880 New
Aberdeen Group
49
Aberdeen Group
United Kingdom
$18.2M -$5.08M -74,745 -20%
CS
50
Credit Suisse
Switzerland
$18M -$2.33M -34,328 -11%

RBA Hedge Fund Activity: Q3 2022 in Review

315 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2022, worth a combined $5.83B — down 1.2% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RBA positions and 27 closed out — a net gain of 14 holders — while 118 added to existing stakes and 116 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $225M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $100M sold.

  • 315 institutional investors held RB Global (RBA) as of Q3 2022, up from 305 in Q2 2022.
  • Funds reported $5.83B of RB Global stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 41 funds opened new RB Global positions in Q3 2022 and 27 closed out, a net change of +14 holders.
  • The largest RB Global buyer in Q3 2022 was Janus Henderson Group, an estimated $225M added.
  • The largest RB Global seller in Q3 2022 was Capital Research Global Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2022.