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RB Global

391 hedge funds and large institutions have $10B invested in RB Global in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $2.87M

10% more capital invested

Capital invested by funds: $9.15B → $10B (+$888M)

3.67% more ownership

Funds ownership: 88.19%91.87% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 140

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less funds holding

Funds holding: 455391 (-64)

58% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 111

Holders
391
Holders Change
-64
Holders Change %
-14.07%
% of All Funds
6.14%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
47
Increased
149
Reduced
140
Closed
111
Calls
$16.6M
Puts
$2.87M
Net Calls
+$13.7M
Net Calls Change
+$53M
Name Holding Trade Value Shares
Change
Change in
Stake
NRD
476
Nebula Research & Development
New York
-$210K -3,729 Closed
SCM
477
Shelton Capital Management
Colorado
-$201K -3,565 Closed
QL
478
Quarry LP
New York
-$169K -3,000 Closed
WT
479
Washington Trust
Rhode Island
-$119K -2,109 Closed
Lazard Asset Management
480
Lazard Asset Management
New York
-$114K -2,036 Closed
IAIM
481
International Assets Investment Management
Florida
-$57.3K -1,017 Closed
BAM
482
Belpointe Asset Management
Nevada
-$51.4K -913 Closed
HCM
483
Hollencrest Capital Management
California
-$24.4K -433 Closed
GWM
484
Geneos Wealth Management
Colorado
-$19.7K -350 Closed
CCA
485
Column Capital Advisors
Indiana
-$18.2K -323 Closed
EI
486
Ellevest Inc
New York
-$14.4K -256 Closed
PB
487
Pinnacle Bancorp
Nebraska
-$13.7K -243 Closed
UB
488
UMB Bank
Missouri
-$11.3K -200 Closed
SWM
489
Spire Wealth Management
Virginia
-$8.67K -154 Closed
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
-$7K -128 Closed
CTC
491
Central Trust Company
Missouri
-$5.29K -94 Closed
JFA
492
JNBA Financial Advisors
Minnesota
-$4.62K -82 Closed
CT
493
Caldwell Trust
Florida
-$3.94K -70 Closed
SSC
494
Syverson Strege & Co
Iowa
-$3.04K -54 Closed
ASN
495
Advisory Services Network
Georgia
-$2.53K -45 Closed
HT
496
Headlands Technologies
Illinois
-$2.14K -38 Closed
SC
497
Schubert & Co
Texas
-$1.8K -32 Closed
WP
498
WealthPLAN Partners
Nebraska
-$1.52K -27 Closed
BBHC
499
Brown Brothers Harriman & Co
New York
-$443 -8 Closed
TWA
500
TCI Wealth Advisors
Arizona
-$113 -2 Closed

RBA Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2023, worth a combined $10B — up 9.7% from $9.15B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of RBA and 47 opened new positions — a net loss of 64 holders — while 140 trimmed existing stakes and 149 added.

The largest buyer was BlackRock, adding an estimated $271M. The largest seller was Luxor Capital Group, exiting entirely with an estimated $216M sold.

  • 391 institutional investors held RB Global (RBA) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $10B of RB Global stock for Q2 2023, up 9.7% quarter-over-quarter.
  • 47 funds opened new RB Global positions in Q2 2023 and 111 closed out, a net change of -64 holders.
  • The largest RB Global buyer in Q2 2023 was BlackRock, an estimated $271M added.
  • The largest RB Global seller in Q2 2023 was Luxor Capital Group, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2023.