We are live on ! Find out more
RBA icon

RB Global

150 hedge funds and large institutions have $2.15B invested in RB Global in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,758% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $60K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

7% more capital invested

Capital invested by funds: $2.02B → $2.15B (+$138M)

1.6% more ownership

Funds ownership: 98.3%99.9% (+1.6%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 150150 (0)

Holders
150
Holders Change
Holders Change %
0%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
15
Increased
67
Reduced
55
Closed
14
Calls
$1.72M
Puts
$60K
Net Calls
+$1.66M
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$99.9K -$75.4K -3,900 -44%
CCM
127
Copeland Capital Management
Pennsylvania
$86K +$82.6K +4,274 New
CAM
128
Cacti Asset Management
Georgia
$81K
FNBT
129
FineMark National Bank & Trust
Florida
$65K +$947 +49 +2%
AllianceBernstein
130
AllianceBernstein
Tennessee
$63K +$29K +1,500 +94%
IRS
131
Invictus RG (Singapore)
Singapore
$61K +$43.7K +2,262 +290%
PAS
132
Partnervest Advisory Services
California
$53K +$16.5K +855 +49%
TF
133
Tompkins Financial
New York
$41K +$16.8K +870 +75%
OIA
134
Optimum Investment Advisors
Illinois
$32K +$30.4K +1,575 New
TRCT
135
Tower Research Capital (TRC)
New York
$23K -$22.7K -1,176 -51%
Group One Trading
136
Group One Trading
Illinois
$16K +$15.5K +800 New
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$14K +$1.29K +67 +10%
FHA
138
First Horizon Advisors
Tennessee
$13K -$1.45K -75 -11%
WA
139
WealthTrust-Arizona
Arizona
$13K +$2.32K +120 +23%
AFIA
140
America First Investment Advisors
Nebraska
$12K
ECM
141
ETrade Capital Management
Virginia
$10K +$8.89K +460 +852%
BFA
142
BlackRock Fund Advisors
California
$6K -$2.44K -126 -29%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$5K -$4.14K -214 -46%
Bessemer Group
144
Bessemer Group
New Jersey
$4K -$2.57K -133 -42%
ARMC
145
American Research & Management Company
Massachusetts
$3K
PTC
146
Private Trust Company
Ohio
$3K
LIA
147
LS Investment Advisors
Michigan
$1K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$1K
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$501 -$18K -931 -4%
LMF
150
LMR Master Fund
Cayman Islands
-$3.62M -188,710 Closed

RBA Hedge Fund Activity: Q3 2013 in Review

150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2013, worth a combined $2.15B — up 6.8% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RBA positions and 14 closed out — a net gain of 1 holder — while 67 added to existing stakes and 55 trimmed.

The largest buyer was Keeley Asset Management, opening a new position worth an estimated $23.9M. The largest seller was Janus Henderson Investors US, cutting an estimated $19.7M.

  • 150 institutional investors held RB Global (RBA) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.15B of RB Global stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 15 funds opened new RB Global positions in Q3 2013 and 14 closed out, a net change of +1 holder.
  • The largest RB Global buyer in Q3 2013 was Keeley Asset Management, an estimated $23.9M added.
  • The largest RB Global seller in Q3 2013 was Janus Henderson Investors US, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2013.