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RB Global
RBA

Overview Fund Activity

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 110 closing their positions.

Holders
391
Holders Change
-63
Holders Change %
-13.88%
% of All Funds
6.17%
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
110
Calls
$16.6M
Puts
$2.87M
Net Calls
+$13.7M
Net Calls Change
+$53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$389M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$555M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$179M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$117M
5
State Street
5
State Street
Massachusetts
$152M

Top Sellers

1
LCG
1
Luxor Capital Group
New York
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$29.9M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
NRD
476
Nebula Research & Development
New York
– – -3,729 Closed
SCM
477
Shelton Capital Management
Colorado
– – -3,565 Closed
QL
478
Quarry LP
New York
– – -3,000 Closed
WT
479
Washington Trust
Rhode Island
– – -2,109 Closed
Lazard Asset Management
480
Lazard Asset Management
New York
– – -2,036 Closed
IAIM
481
International Assets Investment Management
Florida
– – -1,017 Closed
BAM
482
Belpointe Asset Management
Nevada
– – -913 Closed
HCM
483
Hollencrest Capital Management
California
– – -433 Closed
GWM
484
Geneos Wealth Management
Colorado
– – -350 Closed
CCA
485
Column Capital Advisors
Indiana
– – -323 Closed
EI
486
Ellevest Inc
New York
– – -256 Closed
PB
487
Pinnacle Bancorp
Nebraska
– – -243 Closed
UB
488
UMB Bank
Missouri
– – -200 Closed
SWM
489
Spire Wealth Management
Virginia
– – -154 Closed
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
– – -128 Closed
CTC
491
Central Trust Company
Missouri
– – -94 Closed
JFA
492
JNBA Financial Advisors
Minnesota
– – -82 Closed
SSC
493
Syverson Strege & Co
Iowa
– – -54 Closed
ASN
494
Advisory Services Network
Georgia
– – -45 Closed
HT
495
Headlands Technologies
Illinois
– – -38 Closed
SC
496
Schubert & Co
Texas
– – -32 Closed
WP
497
WealthPLAN Partners
Nebraska
– – -27 Closed
BBHC
498
Brown Brothers Harriman & Co
New York
– – -8 Closed
TWA
499
TCI Wealth Advisors
Arizona
– – -2 Closed
MWM
500
Mascoma Wealth Management
New Hampshire
– – – –
17 18 19
20
21