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RB Global
RBA

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Alyeska Investment Group
26
Alyeska Investment Group
Illinois
$107M -$5.09M -67,852 -5%
Fidelity International
27
Fidelity International
Bermuda
$105M +$14.6M +194,592 +16%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$103M +$10.4M +139,177 +11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$102M +$59M +787,042 +143%
Northern Trust
30
Northern Trust
Illinois
$99.6M +$33.4M +445,356 +52%
Bank of America
31
Bank of America
North Carolina
$92.8M -$22.3M -297,712 -20%
CF
32
Canoe Financial
Alberta, Canada
$88.6M – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$88.3M +$445K +5,944 +0.5%
CIP
34
Champlain Investment Partners
Vermont
$86.6M -$519K -6,925 -0.6%
AA
35
Ancora Advisors
Ohio
$81.7M -$104M -1,388,364 -56%
Ameriprise
36
Ameriprise
Minnesota
$71.3M -$4.69M -62,628 -6%
William Blair & Company
37
William Blair & Company
Illinois
$59.8M +$1.04M +13,833 +2%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.7M +$27.6M +368,221 +95%
Legal & General Group
39
Legal & General Group
United Kingdom
$58.6M +$1.98M +26,406 +4%
IIM
40
Intact Investment Management
Quebec, Canada
$56.4M -$5.96M -79,490 -10%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$56.2M +$54.4M +725,357 +6,834%
Morgan Stanley
42
Morgan Stanley
New York
$54.3M +$12.3M +164,484 +30%
CAM
43
Cidel Asset Management
Ontario, Canada
$51.2M +$892K +11,906 +2%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$50.9M -$2.88M -38,402 -5%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$48.9M -$9.81M -130,874 -17%
CIBC Asset Management
46
CIBC Asset Management
Ontario, Canada
$47.8M +$44.6M +594,941 +1,879%
N
47
Nuveen
North Carolina
$47.2M -$7.92M -105,697 -15%
BGDI
48
BW Gestao de Investimentos
Brazil
$46.8M -$6.61M -88,152 -13%
Principal Financial Group
49
Principal Financial Group
Iowa
$46.7M +$44.5M +594,199 +3,388%
Goldman Sachs
50
Goldman Sachs
New York
$46M +$11.8M +157,811 +35%
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RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.