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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Canoe Financial
Alberta, Canada
$113M -$14.4M -160,609 -11%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$108M -$1.19M -13,289 -1%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$99.2M +$9.56M +106,849 +11%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$98.3M +$2.77M +30,923 +3%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$94.3M -$419K -4,682 -0.4%
Bank of America
31
Bank of America
North Carolina
$91.8M -$7.85M -87,764 -8%
JP Morgan Chase
32
JP Morgan Chase
New York
$89.7M -$31.1M -347,628 -26%
CIBC Asset Management
33
CIBC Asset Management
Ontario, Canada
$88.9M -$1.01M -11,321 -1%
CIP
34
Champlain Investment Partners
Vermont
$85.1M -$6.28M -70,186 -7%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$82.5M +$9.35M +104,517 +13%
AA
36
Ancora Advisors
Ohio
$81.5M +$29.5M +329,477 +57%
William Blair & Company
37
William Blair & Company
Illinois
$73.2M +$577K +6,445 +0.8%
Morgan Stanley
38
Morgan Stanley
New York
$72.5M +$8.14M +91,004 +13%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$70.1M +$16.4M +182,764 +31%
Citadel Advisors
40
Citadel Advisors
Florida
$67.9M -$18.6M -208,364 -22%
Legal & General Group
41
Legal & General Group
United Kingdom
$64.5M -$5.95M -66,500 -9%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$61.6M -$4.88M -54,534 -7%
CAM
43
Cidel Asset Management
Ontario, Canada
$61.5M +$210K +2,344 +0.3%
Ameriprise
44
Ameriprise
Minnesota
$59.9M -$18.2M -203,501 -24%
IIM
45
Intact Investment Management
Quebec, Canada
$57.7M +$357K +3,990 +0.6%
N
46
Nuveen
North Carolina
$53.7M -$1.84M -20,604 -3%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$52.7M -$3.04M -33,925 -5%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.6M -$4.47M -49,936 -8%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$52.5M +$6.38M +71,354 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
50
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52.5M +$12.6M +140,972 +32%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.