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RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$53.5M +$49.7M +852,889 +1,167%
Ameriprise
27
Ameriprise
Minnesota
$47.9M -$44.6M -765,158 -48%
IIM
28
Intact Investment Management
Quebec, Canada
$43.4M +$43M +738,450 +5,690%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$43.1M +$43.4M +746,102 New
EC
30
Eminence Capital
New York
$41M +$41.2M +708,339 New
TAL
31
TIG Advisors LLC
New York
$39.4M +$39.7M +681,030 New
CAM
32
Cidel Asset Management
Ontario, Canada
$38.4M +$4.43M +76,156 +13%
William Blair & Company
33
William Blair & Company
Illinois
$38M -$437K -7,502 -1%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$38M +$84.1K +1,445 +0.2%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$37.5M -$763K -13,108 -2%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$37.4M -$74.8K -1,285 -0.2%
Renaissance Technologies
37
Renaissance Technologies
New York
$36.3M +$3.61M +62,000 +11%
Fidelity International
38
Fidelity International
Bermuda
$33.9M -$230M -3,945,041 -87%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$33.1M +$20.4M +349,560 +156%
Goldman Sachs
40
Goldman Sachs
New York
$32M +$25.8M +442,611 +400%
MIP
41
Mondrian Investment Partners
United Kingdom
$31.5M -$5.86M -100,590 -20%
PCM
42
Palisade Capital Management
New Jersey
$30.9M +$2.81M +48,344 +10%
Citadel Advisors
43
Citadel Advisors
Florida
$30.8M +$21.8M +374,919 +237%
GIM
44
Granahan Investment Management
Massachusetts
$30.7M +$30.9M +530,634 New
Legal & General Group
45
Legal & General Group
United Kingdom
$30M -$1.73M -29,647 -5%
ECP
46
Empyrean Capital Partners
California
$28.6M +$28.8M +495,160 New
GPGA
47
Grandeur Peak Global Advisors
Utah
$28.4M -$1.35M -23,176 -5%
Swiss National Bank
48
Swiss National Bank
Switzerland
$27M -$1.76M -30,300 -6%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$26.6M +$1.11M +19,051 +4%
SSA
50
Schonfeld Strategic Advisors
New York
$25.6M +$24.9M +427,400 +2,655%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.