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RB Global
RBA

176 hedge funds and large institutions have $3.59B invested in RB Global in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.24B → $3.59B (+$343M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

0.68% more ownership

Funds ownership: 102.4% → 103.08% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less funds holding

Funds holding: 180 → 176 (-4)

90% less call options, than puts

Call options by funds: $55K | Put options by funds: $538K

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
22
Increased
64
Reduced
62
Closed
21
Calls
$55K
Puts
$538K
Net Calls
-$483K
Net Calls Change
+$842K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$31.6M
2
MIP
Mondrian Investment Partners
United Kingdom
+$28.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.6M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$18.4M
5
Ameriprise
Ameriprise
Minnesota
+$15.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$76.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$16.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.8M
4
Primecap Management
Primecap Management
California
-$11M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$9.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
51
Tyers Asset Management
Texas
$9.43M +$280K +9,658 +3%
CRC
52
Curi RMB Capital
Illinois
$9.14M -$2.87M -98,937 -26%
USAA
53
United Services Automobile Association
Texas
$8.98M +$8.23M +284,000 New
Deutsche Bank
54
Deutsche Bank
Germany
$8.57M -$4.42M -152,529 -36%
PCM
55
Palisade Capital Management
New Jersey
$7.65M +$134K +4,633 +2%
GHCM
56
Glen Harbor Capital Management
California
$6.86M +$203K +7,024 +3%
Loomis, Sayles & Company
57
Loomis, Sayles & Company
Massachusetts
$6.37M -$152K -5,231 -3%
Northern Trust
58
Northern Trust
Illinois
$6.3M -$799K -27,597 -12%
Swiss National Bank
59
Swiss National Bank
Switzerland
$5.7M +$66.6K +2,300 +1%
NC
60
Nicholas Company
Wisconsin
$5.17M +$262K +9,060 +6%
SEI Investments
61
SEI Investments
Pennsylvania
$4.58M +$1.5M +51,811 +56%
CS
62
Credit Suisse
Switzerland
$4.44M +$1.58M +54,463 +63%
BFS
63
Bradley Foster & Sargent
Connecticut
$4.18M -$142K -4,905 -4%
T
64
TOBAM
France
$3.87M -$101K -3,500 -3%
AG
65
Aperio Group
California
$3.85M -$26.7K -922 -0.8%
OAM
66
Oppenheimer Asset Management
New York
$3.81M +$108K +3,727 +3%
BG
67
Bahl & Gaynor
Ohio
$3.79M +$1.45M +49,939 +71%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$3.62M +$3.32M +114,514 New
MG
69
Markel Group
Virginia
$3.6M – – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$3.52M -$472K -16,300 -13%
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.1M +$2.85M +98,300 New
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01M +$58.3K +2,012 +2%
Wells Fargo
73
Wells Fargo
California
$2.69M -$95K -3,280 -4%
IIM
74
Intact Investment Management
Quebec, Canada
$2.62M +$721K +24,900 +59%
SB
75
Suntrust Banks
Georgia
$2.24M +$1.71M +58,899 +491%
1 2
3
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RBA Hedge Fund Activity: Q3 2017 in Review

176 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2017, worth a combined $3.59B — up 11% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RBA positions and 21 closed out — a net gain of 1 holder — while 64 added to existing stakes and 62 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $31.6M. The largest seller was Victory Capital Management, exiting entirely with an estimated $76.1M sold.

  • 176 institutional investors held RB Global (RBA) as of Q3 2017, down from 180 in Q2 2017.
  • Funds reported $3.59B of RB Global stock for Q3 2017, up 11% quarter-over-quarter.
  • 22 funds opened new RB Global positions in Q3 2017 and 21 closed out, a net change of +1 holder.
  • The largest RB Global buyer in Q3 2017 was Champlain Investment Partners, an estimated $31.6M added.
  • The largest RB Global seller in Q3 2017 was Victory Capital Management, an estimated $76.1M sold.

Based on aggregated 13F filings for Q3 2017.