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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
PPA
76
Parametric Portfolio Associates
Washington
$2.22M +$395K +13,629 +24%
William Blair & Company
77
William Blair & Company
Illinois
$2.17M -$505K -17,444 -20%
ACM
78
Azimuth Capital Management
Michigan
$2.15M +$66.5K +2,295 +3%
Toronto Dominion Bank
79
Toronto Dominion Bank
Ontario, Canada
$2.14M +$1.36M +46,863 +226%
GIP
80
Granite Investment Partners
California
$2.04M +$41.1K +1,420 +2%
RJA
81
Raymond James & Associates
Florida
$2.01M -$878K -30,327 -32%
US Bancorp
82
US Bancorp
Minnesota
$2M -$83.8K -2,894 -4%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$1.85M – – –
LRIC
84
Long Road Investment Counsel
Michigan
$1.81M – – –
CS
85
Credential Securities
$1.73M +$49.7K +1,716 +3%
Goldman Sachs
86
Goldman Sachs
New York
$1.58M -$120K -4,134 -8%
AssetMark Inc
87
AssetMark Inc
California
$1.57M +$339K +11,701 +31%
HHC
88
Hutchin Hill Capital
New York
$1.5M +$1.37M +47,355 New
Dimensional Fund Advisors
89
Dimensional Fund Advisors
Texas
$1.39M -$1.84M -63,510 -59%
FA
90
FDx Advisors
Illinois
$1.38M -$33.1K -1,143 -3%
CIBC Asset Management
91
CIBC Asset Management
Ontario, Canada
$1.34M +$20.1K +694 +2%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$1.3M +$837K +28,881 +234%
UBS Group
93
UBS Group
Switzerland
$1.28M -$77.9K -2,688 -6%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$1.26M +$18.6K +642 +2%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$1.18M -$3.47M -119,894 -76%
RCM
96
Riverhead Capital Management
Delaware
$1.16M +$912K +31,500 +594%
BC
97
Brinker Capital
Pennsylvania
$1.12M +$30.7K +1,060 +3%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$1.11M -$943K -32,542 -48%
SC
99
Scotia Capital
Ontario, Canada
$1.09M -$209K -7,226 -17%
WSCM
100
Wellington Shields Capital Management
New York
$996K +$29K +1,000 +3%
2 3
4
5 6

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.