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RB Global

272 hedge funds and large institutions have $5.51B invested in RB Global in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 108 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.36M

2.15% more ownership

Funds ownership: 81.89%84.04% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 101

0% less capital invested

Capital invested by funds: $5.53B → $5.51B (-$15.6M)

5% less funds holding

Funds holding: 287272 (-15)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
272
Holders Change
-15
Holders Change %
-5.23%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
28
Increased
108
Reduced
101
Closed
38
Calls
$1.61M
Puts
$1.36M
Net Calls
+$243K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$2.72M +$279K +4,746 +11%
Osaic Holdings
102
Osaic Holdings
Arizona
$2.7M +$6.58K +112 +0.3%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$2.65M -$630K -10,729 -19%
PAMS
104
Pictet Asset Management (Switzerland)
Switzerland
$2.64M +$77.6K +1,322 +3%
HKAM
105
Horizon Kinetics Asset Management
New York
$2.55M +$34.8K +592 +1%
Axa
106
Axa
France
$2.52M +$1.63M +27,700 +185%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.5M -$56K -953 -2%
UIM
108
USS Investment Management
United Kingdom
$2.48M +$1.03M +17,613 +73%
SAM
109
Shell Asset Management
Netherlands
$2.3M +$99.8K +1,700 +5%
UBS Group
110
UBS Group
Switzerland
$2.22M -$1.78M -30,325 -45%
Citigroup
111
Citigroup
New York
$2.07M +$424K +7,218 +26%
BCI
112
Brinker Capital Investments
Pennsylvania
$2.05M -$191K -3,246 -9%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$2.04M -$922K -15,700 -31%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$1.81M -$21.8K -372 -2%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$1.74M -$39.4K -671 -2%
BB
116
Bell Bank
North Dakota
$1.69M +$116K +1,984 +7%
MJB
117
Mark J. Bradley
$1.58M +$2.94K +50 +0.2%
FA
118
FDx Advisors
Illinois
$1.57M -$50.3K -856 -3%
Bessemer Group
119
Bessemer Group
New Jersey
$1.52M +$892K +15,200 +145%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$1.47M +$28.7K +488 +2%
IWP
121
Icon Wealth Partners
Texas
$1.46M -$2.23K -38 -0.2%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$1.44M -$1.81M -30,760 -56%
WF
123
WoodTrust Financial
Wisconsin
$1.41M +$214K +3,650 +18%
PAS
124
Park Avenue Securities
New York
$1.41M +$18.9K +322 +1%
NIPH
125
NN Investment Partners Holdings
Netherlands
$1.38M -$12.6K -214 -0.9%

RBA Hedge Fund Activity: Q1 2022 in Review

272 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2022, worth a combined $5.51B — down 0.28% from $5.53B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RBA and 28 opened new positions — a net loss of 10 holders — while 101 trimmed existing stakes and 108 added.

The largest buyer was Beutel, Goodman & Co, adding an estimated $126M. The largest seller was Massachusetts Financial Services, cutting an estimated $112M.

  • 272 institutional investors held RB Global (RBA) as of Q1 2022, down from 287 in Q4 2021.
  • Funds reported $5.51B of RB Global stock for Q1 2022, down 0.28% quarter-over-quarter.
  • 28 funds opened new RB Global positions in Q1 2022 and 38 closed out, a net change of -10 holders.
  • The largest RB Global buyer in Q1 2022 was Beutel, Goodman & Co, an estimated $126M added.
  • The largest RB Global seller in Q1 2022 was Massachusetts Financial Services, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2022.