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RB Global

408 hedge funds and large institutions have $12.6B invested in RB Global in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $29.1M

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.2B)

3% more funds holding

Funds holding: 396408 (+12)

3.13% less ownership

Funds ownership: 93.02%89.89% (-3.1%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

27% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 172

Holders
408
Holders Change
+12
Holders Change %
+3.03%
% of All Funds
5.88%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
53
Increased
125
Reduced
172
Closed
38
Calls
$41.8M
Puts
$29.1M
Net Calls
+$12.7M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$17.4M +$321K +4,594 +2%
PAMP
77
Polar Asset Management Partners
Ontario, Canada
$17.1M +$13.1M +187,900 +511%
Amundi
78
Amundi
France
$15.8M -$1.29M -18,432 -8%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$15.5M -$1.64M -23,449 -10%
Deutsche Bank
80
Deutsche Bank
Germany
$15.4M +$946K +13,537 +7%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$15.1M +$1.64M +23,500 +13%
RHJA
82
Rice Hall James & Associates
California
$14.7M -$556K -7,964 -4%
Aviva
83
Aviva
United Kingdom
$14.6M -$4.34M -62,097 -24%
CCM
84
Clearfield Capital Management
New York
$14.1M -$1.86M -26,600 -13%
TPM
85
Triasima Portfolio Management
Quebec, Canada
$13.7M -$887K -12,700 -7%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$12.9M +$202K +2,893 +2%
Man Group
87
Man Group
United Kingdom
$12.6M +$8.08M +115,641 +231%
NEI
88
Northwest & Ethical Investments
Ontario, Canada
$12.1M -$152K -2,174 -1%
ROC
89
Running Oak Capital
Minnesota
$11.2M +$876K +12,534 +9%
AC
90
Addenda Capital
Quebec, Canada
$10.8M -$20.5K -294 -0.3%
HIM
91
Hillsdale Investment Management
Ontario, Canada
$10.1M +$2.1M +30,000 +29%
First Trust Advisors
92
First Trust Advisors
Illinois
$9.99M -$2.39M -34,169 -21%
CC
93
Covalis Capital
United Kingdom
$9.71M +$1.04M +14,936 +13%
BCIM
94
British Columbia Investment Management
British Columbia, Canada
$9.45M
RJA
95
Raymond James & Associates
Florida
$9.4M -$411K -5,889 -5%
CVA
96
Ceredex Value Advisors
Florida
$9.4M -$9.39M -134,350 -52%
Wells Fargo
97
Wells Fargo
California
$8.96M -$1.05M -15,080 -11%
WAM
98
Wilson Asset Management
Australia
$8.88M +$8.14M +116,527 New
HKAM
99
Horizon Kinetics Asset Management
New York
$8.84M +$1.65M +23,571 +25%
KJHP
100
K.J. Harrison & Partners
Ontario, Canada
$8.82M +$351K +5,020 +5%

RBA Hedge Fund Activity: Q1 2024 in Review

408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2024, worth a combined $12.6B — up 11% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RBA positions and 38 closed out — a net gain of 15 holders — while 125 added to existing stakes and 172 trimmed.

The largest buyer was Vanguard Group, adding an estimated $80.6M. The largest seller was Independent Franchise Partners, cutting an estimated $102M.

  • 408 institutional investors held RB Global (RBA) as of Q1 2024, up from 396 in Q4 2023.
  • Funds reported $12.6B of RB Global stock for Q1 2024, up 11% quarter-over-quarter.
  • 53 funds opened new RB Global positions in Q1 2024 and 38 closed out, a net change of +15 holders.
  • The largest RB Global buyer in Q1 2024 was Vanguard Group, an estimated $80.6M added.
  • The largest RB Global seller in Q1 2024 was Independent Franchise Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.