We are live on ! Find out more
RBA icon

RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DFAM
76
Deep Field Asset Management
California
$10.1M +$2.1M +36,000 +26%
AACP
77
Advantage Alpha Capital Partners
California
$10M -$1.62M -27,841 -14%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$9.8M +$4.27M +73,285 +76%
Northern Trust
79
Northern Trust
Illinois
$9.54M -$798K -13,705 -8%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$9.11M +$25.4K +436 +0.3%
SBH
81
Segall Bryant & Hamill
Illinois
$9.05M +$621K +10,657 +7%
AC
82
Addenda Capital
Quebec, Canada
$8.31M -$80.4K -1,380 -1%
Amundi
83
Amundi
France
$8.3M +$2.96M +50,878 +58%
Man Group
84
Man Group
United Kingdom
$8.16M +$5.05M +86,790 +160%
NC
85
Nicholas Company
Wisconsin
$7.86M +$1.46K +25 +0%
Canada Life
86
Canada Life
Manitoba, Canada
$7.64M +$1.97M +33,791 +34%
Stifel Financial
87
Stifel Financial
Missouri
$6.89M -$253K -4,352 -4%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$6.86M
HIM
89
Hillsdale Investment Management
Ontario, Canada
$6.54M -$710K -12,200 -10%
Deutsche Bank
90
Deutsche Bank
Germany
$6.54M +$274K +4,710 +4%
Wells Fargo
91
Wells Fargo
California
$6.39M -$328K -5,627 -5%
BGDI
92
BW Gestao de Investimentos
Brazil
$6.36M +$6.4M +110,000 New
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$6.11M -$946K -16,249 -13%
CIBC Asset Management
94
CIBC Asset Management
Ontario, Canada
$5.87M -$143K -2,455 -2%
CQS
95
Credential Qtrade Securities
$5.79M -$844K -14,490 -13%
NAM
96
NewGen Asset Management
Ontario, Canada
$5.78M +$5.82M +100,000 New
MGWM
97
Marks Group Wealth Management
Minnesota
$5.77M +$5.81M +99,835 New
ROC
98
Running Oak Capital
Minnesota
$5.6M +$5.64M +96,800 New
BlackRock
99
BlackRock
New York
$5.57M -$240K -4,118 -4%
T
100
TOBAM
France
$5.53M +$1.69M +28,964 +44%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.