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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
William Blair & Company
51
William Blair & Company
Illinois
$43.6M +$5.09M +90,267 +14%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$43.4M +$24.1M +428,004 +145%
Goldman Sachs
53
Goldman Sachs
New York
$41.7M -$14.3M -254,081 -27%
Swiss National Bank
54
Swiss National Bank
Switzerland
$41M -$2.38M -42,200 -6%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$40.6M +$6.97M +123,545 +22%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$39.3M -$13.1M -231,456 -26%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$33.2M +$5.36M +95,057 +21%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$30.3M -$32.5M -575,557 -53%
Morgan Stanley
59
Morgan Stanley
New York
$29.9M -$81.3M -1,442,723 -74%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$29.6M -$270K -4,787 -1%
LCOV
61
London Company of Virginia
Virginia
$28.3M -$13M -231,259 -33%
Holocene Advisors
62
Holocene Advisors
New York
$28.3M +$11.6M +205,320 +77%
SI
63
Scout Investments
Missouri
$27.8M +$6.46M +114,604 +36%
SEI Investments
64
SEI Investments
Pennsylvania
$27.3M +$11.5M +204,000 +81%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$26.5M +$1.24M +21,904 +5%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$26.2M -$30.4M -539,481 -55%
Jane Street
67
Jane Street
New York
$25.6M -$35.8M -634,545 -60%
Millennium Management
68
Millennium Management
New York
$25.5M -$29.2M -517,314 -55%
RRAM
69
River Road Asset Management
Kentucky
$25.1M +$377K +6,679 +2%
NC
70
Nitorum Capital
New York
$24.5M +$23M +407,766 New
PAMP
71
Polar Asset Management Partners
Ontario, Canada
$24.1M +$22.6M +400,600 New
CVA
72
Ceredex Value Advisors
Florida
$24.1M -$5.47M -97,091 -19%
Man Group
73
Man Group
United Kingdom
$24M +$22.5M +399,377 New
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$22.8M -$4.31M -76,484 -17%
O
75
Ossiam
France
$22M +$20.7M +367,415 New

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.