We are live on ! Find out more
RBA icon

RB Global

396 hedge funds and large institutions have $11.4B invested in RB Global in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more call options, than puts

Call options by funds: $42.8M | Put options by funds: $4.97M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

3% more funds holding

Funds holding: 385396 (+11)

4% more capital invested

Capital invested by funds: $10.9B → $11.4B (+$458M)

2.47% less ownership

Funds ownership: 95.49%93.02% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 159

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.77%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
51
Increased
126
Reduced
159
Closed
35
Calls
$42.8M
Puts
$4.97M
Net Calls
+$37.8M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$90.7M +$9.81M +152,688 +13%
CAM
27
Cidel Asset Management
Ontario, Canada
$89.2M -$3.12M -48,527 -4%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$79.6M +$16.1M +250,109 +27%
Fidelity International
29
Fidelity International
Bermuda
$78.7M -$16.2M -252,592 -18%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$77.8M +$14.5M +225,456 +24%
CIP
31
Champlain Investment Partners
Vermont
$77.2M -$3.87M -60,189 -5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$71.1M -$66.8M -1,039,718 -49%
CF
33
Canoe Financial
Alberta, Canada
$69.8M +$8.59M +133,706 +15%
Charles Schwab
34
Charles Schwab
California
$69M +$1.59M +24,684 +2%
Morgan Stanley
35
Morgan Stanley
New York
$60.2M +$31.6M +491,255 +120%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.3M +$484K +7,536 +0.9%
Northern Trust
37
Northern Trust
Illinois
$57.7M +$874K +13,595 +2%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$56.3M -$9.14M -142,274 -14%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$55.8M +$42.8M +666,335 +396%
PCM
40
Palisade Capital Management
New Jersey
$54.9M -$15.4M -239,679 -23%
IIM
41
Intact Investment Management
Quebec, Canada
$54.3M +$5.41M +84,140 +12%
William Blair & Company
42
William Blair & Company
Illinois
$51.4M +$717K +11,165 +1%
Legal & General Group
43
Legal & General Group
United Kingdom
$51.3M -$1.87M -29,162 -4%
N
44
Nuveen
North Carolina
$46.1M +$13.4M +207,928 +43%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$45.6M -$481K -7,484 -1%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$45.4M -$513K -7,985 -1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$45.1M -$1.85M -28,761 -4%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$40.6M +$1.45M +22,636 +4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$39.7M -$1.12M -17,400 -3%
NIG
50
NFJ Investment Group
Texas
$39.6M -$3.81M -59,329 -9%