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RB Global

396 hedge funds and large institutions have $11.4B invested in RB Global in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more call options, than puts

Call options by funds: $42.8M | Put options by funds: $4.97M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

3% more funds holding

Funds holding: 385396 (+11)

4% more capital invested

Capital invested by funds: $10.9B → $11.4B (+$458M)

2.47% less ownership

Funds ownership: 95.49%93.02% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 159

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.77%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
51
Increased
126
Reduced
159
Closed
35
Calls
$42.8M
Puts
$4.97M
Net Calls
+$37.8M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ROC
101
Running Oak Capital
Minnesota
$9.03M +$1.31M +20,395 +18%
Wells Fargo
102
Wells Fargo
California
$8.87M +$698K +10,867 +9%
RJA
103
Raymond James & Associates
Florida
$8.65M -$515K -8,014 -6%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$8.62M +$1.65M +25,754 +25%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$8.43M +$2.71M +42,187 +51%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$8.36M +$1.21M +18,869 +18%
BCIM
107
British Columbia Investment Management
British Columbia, Canada
$8.29M -$5.39M -83,860 -40%
BAM
108
Bullseye Asset Management
Colorado
$7.74M
CC
109
Covalis Capital
United Kingdom
$7.52M +$7.23M +112,498 New
KJHP
110
K.J. Harrison & Partners
Ontario, Canada
$7.43M -$455K -7,080 -6%
DP
111
Dundas Partners
United Kingdom
$7.39M +$307K +4,785 +5%
MGWM
112
Marks Group Wealth Management
Minnesota
$7.21M -$64.5K -1,004 -0.9%
Stifel Financial
113
Stifel Financial
Missouri
$7.17M -$83.1K -1,293 -1%
HIM
114
Hillsdale Investment Management
Ontario, Canada
$6.84M +$341K +5,300 +5%
GIP
115
Granite Investment Partners
California
$6.25M -$1.36M -21,128 -18%
HKAM
116
Horizon Kinetics Asset Management
New York
$6.19M -$154K -2,400 -3%
GI
117
GAMCO Investors
Connecticut
$6.1M -$212K -3,300 -3%
Vontobel Holding
118
Vontobel Holding
Switzerland
$6.04M +$4.39M +68,353 +311%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$5.68M +$309K +4,807 +6%
MSV
120
MN Services Vermogensbeheer
Netherlands
$5.6M -$206K -3,200 -4%
IG
121
ING Group
Netherlands
$5.55M +$5.33M +83,000 New
TA
122
Tectonic Advisors
Texas
$5.51M +$2.54M +39,473 +92%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$5.39M +$55.3K +860 +1%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$5.39M +$50.8K +790 +1%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$5.07M -$372K -5,789 -7%