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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
BAM
101
Bullseye Asset Management
Colorado
$8.82M
SSA
102
Schonfeld Strategic Advisors
New York
$8.55M -$31.7M -454,402 -80%
DP
103
Dundas Partners
United Kingdom
$8.49M +$68.9K +986 +0.9%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$8.4M +$1.77M +25,402 +30%
PIC
105
PCJ Investment Counsel
Ontario, Canada
$8.34M -$3.57M -51,060 -32%
T
106
TOBAM
France
$8.19M -$2.4M -34,338 -24%
MGWM
107
Marks Group Wealth Management
Minnesota
$8.16M -$43.5K -623 -0.6%
Mawer Investment Management
108
Mawer Investment Management
Alberta, Canada
$7.95M +$3.32M +47,474 +83%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$7.35M -$1.98M -28,406 -23%
UBS Group
110
UBS Group
Switzerland
$6.81M +$1.31M +18,710 +26%
Vontobel Holding
111
Vontobel Holding
Switzerland
$6.79M -$82.9K -1,187 -1%
TA
112
Tectonic Advisors
Texas
$6.73M +$417K +5,966 +7%
Stifel Financial
113
Stifel Financial
Missouri
$6.69M -$1.36M -19,418 -18%
GI
114
GAMCO Investors
Connecticut
$6.47M -$433K -6,200 -7%
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$6.21M +$64.7K +926 +1%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$6.18M +$39.1K +560 +0.7%
AllianceBernstein
117
AllianceBernstein
Tennessee
$5.83M +$55.6K +796 +1%
MSV
118
MN Services Vermogensbeheer
Netherlands
$5.62M -$671K -9,600 -12%
CQS
119
Credential Qtrade Securities
$5.46M +$230K +3,299 +5%
GIP
120
Granite Investment Partners
California
$5.33M -$1.64M -23,539 -25%
Macquarie Group
121
Macquarie Group
Australia
$5.23M -$126K -1,810 -3%
PCM
122
Peregrine Capital Management
Minnesota
$5.19M +$3.84K +55 +0.1%
APF
123
Alaska Permanent Fund
Alaska
$5.16M +$2.21M +31,610 +87%
LPL Financial
124
LPL Financial
California
$5M +$937K +13,416 +26%
Jane Street
125
Jane Street
New York
$4.96M -$6.91M -98,892 -60%

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.