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RB Global

315 hedge funds and large institutions have $5.83B invested in RB Global in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $5.3M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

3% more funds holding

Funds holding: 305315 (+10)

2.89% more ownership

Funds ownership: 83.15%86.04% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 116

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $5.91B → $5.83B (-$72.3M)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
41
Increased
118
Reduced
116
Closed
27
Calls
$11.8M
Puts
$5.3M
Net Calls
+$6.52M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$17.6M +$132K +1,934 +0.7%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$17.5M +$1.07M +15,697 +6%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.3M +$114K +1,683 +0.6%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$16.2M +$8.33M +122,500 +90%
GIP
55
Granite Investment Partners
California
$15.3M +$4.87M +71,631 +41%
CRC
56
Curi RMB Capital
Illinois
$14.3M -$1.01M -14,779 -6%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$14M +$3.85M +56,580 +34%
OAM
58
Oppenheimer Asset Management
New York
$13.8M -$1.08M -15,899 -7%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$12.7M +$188K +2,767 +1%
AACP
60
Advantage Alpha Capital Partners
California
$12.6M +$2.27M +33,433 +20%
EVM
61
Eaton Vance Management
Massachusetts
$12.3M +$487K +7,163 +4%
TPM
62
Triasima Portfolio Management
Quebec, Canada
$11.7M +$12.6M +184,725 +5,598%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$11.3M +$3.59M +52,720 +41%
Northern Trust
64
Northern Trust
Illinois
$11.2M -$1.24M -18,210 -9%
SEI Investments
65
SEI Investments
Pennsylvania
$10.8M +$5.12M +75,273 +77%
Citadel Advisors
66
Citadel Advisors
Florida
$9.89M +$10.8M +158,261 New
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$9.84M +$103K +1,513 +1%
Millennium Management
68
Millennium Management
New York
$9.48M +$9.39M +138,107 +1,010%
AC
69
Addenda Capital
Quebec, Canada
$9.29M +$7.32M +107,675 New
AII
70
AGF Investments Inc
Ontario, Canada
$9.18M +$3.2M +46,996 +47%
SBH
71
Segall Bryant & Hamill
Illinois
$9.11M +$194K +2,849 +2%
DFAM
72
Deep Field Asset Management
California
$8.64M +$7.21M +105,968 +327%
NC
73
Nicholas Company
Wisconsin
$8.49M -$1.79M -26,310 -16%
HIM
74
Hillsdale Investment Management
Ontario, Canada
$7.83M +$8.54M +125,500 New
Stifel Financial
75
Stifel Financial
Missouri
$7.72M -$1.27M -18,598 -13%

RBA Hedge Fund Activity: Q3 2022 in Review

315 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2022, worth a combined $5.83B — down 1.2% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RBA positions and 27 closed out — a net gain of 14 holders — while 118 added to existing stakes and 116 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $225M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $100M sold.

  • 315 institutional investors held RB Global (RBA) as of Q3 2022, up from 305 in Q2 2022.
  • Funds reported $5.83B of RB Global stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 41 funds opened new RB Global positions in Q3 2022 and 27 closed out, a net change of +14 holders.
  • The largest RB Global buyer in Q3 2022 was Janus Henderson Group, an estimated $225M added.
  • The largest RB Global seller in Q3 2022 was Capital Research Global Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2022.