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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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$955K -$232K -8,015 -21%
PSUF
102
People's United Financial
Connecticut
$940K -$47.1K -1,626 -5%
Stifel Financial
103
Stifel Financial
Missouri
$826K +$19.1K +661 +3%
ZIG
104
Zurich Insurance Group
Switzerland
$786K +$721K +24,900 New
PP
105
Paloma Partners
Connecticut
$756K +$692K +23,900 New
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$729K -$1.7M -58,532 -72%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$649K +$88.7K +3,063 +18%
Legal & General Group
108
Legal & General Group
United Kingdom
$639K +$154K +5,300 +35%
CB
109
Commerce Bank
Missouri
$631K – – –
AQR Capital Management
110
AQR Capital Management
Connecticut
$629K -$26K -896 -4%
BCM
111
Bayesian Capital Management
New York
$601K +$550K +19,000 New
ONB
112
Old National Bancorp
Indiana
$542K – – –
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$524K -$396K -13,657 -45%
DT
114
Diversified Trust
Tennessee
$504K +$81.4K +2,810 +21%
DIA
115
Denver Investment Advisors
Colorado
$498K +$3.77K +130 +0.8%
GT
116
Glenmede Trust
Pennsylvania
$461K – – –
WI
117
WrapManager Inc
California
$432K +$4.37K +151 +1%
SAM
118
Shell Asset Management
Netherlands
$406K -$8.69K -300 -3%
AG
119
Advisor Group
Arizona
$386K +$70K +2,417 +25%
RIM
120
Ranger Investment Management
Texas
$381K -$192K -6,630 -35%
DADC
121
D.A. Davidson & Co
Montana
$349K – – –
BB
122
Bell Bank
North Dakota
$337K -$8.95K -309 -3%
Citigroup
123
Citigroup
New York
$325K +$46K +1,588 +18%
DTL
124
Dynamic Technology Lab
Singapore
$287K +$264K +9,110 New
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$269K – – –
3 4
5
6 7

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.