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RB Global
RBA

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
101
Bullseye Asset Management
Colorado
$8.84M – – –
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$8.76M +$332K +4,433 +4%
DP
103
Dundas Partners
United Kingdom
$8.62M +$120K +1,601 +1%
MGWM
104
Marks Group Wealth Management
Minnesota
$8.18M +$2.62K +35 +0%
SG Americas Securities
105
SG Americas Securities
New York
$8.14M +$4.72M +63,007 +349%
MOACM
106
Mutual of America Capital Management
New York
$8.03M +$7.88M +105,185 New
Mawer Investment Management
107
Mawer Investment Management
Alberta, Canada
$7.68M -$286K -3,817 -4%
Wells Fargo
108
Wells Fargo
California
$7.55M -$1.41M -18,751 -16%
MIM
109
MetLife Investment Management
New Jersey
$7.39M +$6.55M +87,449 +942%
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$7.1M +$6.97M +93,000 New
AB
111
Amalgamated Bank
New York
$7.09M +$6.09M +81,209 +699%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$7.04M +$2.57M +34,273 +59%
T
113
TOBAM
France
$6.56M -$3.34M -44,566 -41%
Stifel Financial
114
Stifel Financial
Missouri
$6.42M -$280K -3,733 -4%
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$6.34M +$61.2K +817 +1%
YCM
116
Yousif Capital Management
Michigan
$6.13M +$5.63M +75,059 +1,438%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$6.08M -$108K -1,445 -2%
AM
118
AGF Management
Ontario, Canada
$5.99M +$3.42M +45,587 +139%
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$5.83M +$5.72M +76,349 New
AF
120
Aviso Financial
Ontario, Canada
$5.78M +$5.7M +76,055 New
GI
121
GAMCO Investors
Connecticut
$5.57M -$899K -12,000 -14%
MSV
122
MN Services Vermogensbeheer
Netherlands
$5.5M -$120K -1,600 -2%
EWA
123
EverSource Wealth Advisors
Alabama
$5.35M -$13.8K -184 -0.3%
PCM
124
Peregrine Capital Management
Minnesota
$5.27M +$67.4K +900 +1%
LPL Financial
125
LPL Financial
California
$5.14M +$125K +1,668 +3%
3 4
5
6 7

RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.