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RB Global
RBA

176 hedge funds and large institutions have $3.59B invested in RB Global in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.24B → $3.59B (+$343M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

0.68% more ownership

Funds ownership: 102.4% → 103.08% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less funds holding

Funds holding: 180 → 176 (-4)

90% less call options, than puts

Call options by funds: $55K | Put options by funds: $538K

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
22
Increased
64
Reduced
62
Closed
21
Calls
$55K
Puts
$538K
Net Calls
-$483K
Net Calls Change
+$842K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$31.6M
2
MIP
Mondrian Investment Partners
United Kingdom
+$28.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.6M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$18.4M
5
Ameriprise
Ameriprise
Minnesota
+$15.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$76.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$16.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.8M
4
Primecap Management
Primecap Management
California
-$11M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$9.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
126
Stephens Inc
Arkansas
$260K -$2.06K -71 -0.9%
LPL Financial
127
LPL Financial
California
$249K -$4.29K -148 -2%
RFC
128
Regions Financial Corp
Alabama
$234K -$14.9K -514 -6%
ECM
129
ETrade Capital Management
Virginia
$218K +$200K +6,893 New
VFA
130
Voya Financial Advisors
Connecticut
$204K +$191K +6,585 New
FM
131
Forward Management
California
$203K +$8K +276 +4%
FBT
132
First Bank & Trust
South Dakota
$170K -$666 -23 -0.4%
LBG
133
Lloyds Banking Group
United Kingdom
$136K -$4.11K -142 -3%
ZB
134
Zions Bancorporation
Utah
$127K +$116K +4,013 New
NIT
135
NumerixS Investment Technologies
British Columbia, Canada
$117K +$107K +3,700 New
TRCT
136
Tower Research Capital (TRC)
New York
$107K -$157K -5,408 -67%
FPF
137
FNY Partners Fund
New York
$94K – – –
IIC
138
Integrated Investment Consultants
Michigan
$91K – – –
HNB
139
Huntington National Bank
Ohio
$87K -$290 -10 -0.4%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$84K +$3.36K +116 +5%
AIM
141
Arcadia Investment Management
Michigan
$82K -$17.4K -600 -19%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$80K – – –
PFBT
143
Parkside Financial Bank & Trust
Missouri
$76K -$927 -32 -1%
AAM
144
Advisors Asset Management
Colorado
$74K +$67.5K +2,332 New
JP Morgan Chase
145
JP Morgan Chase
New York
$71K +$10.1K +350 +18%
IA
146
IFP Advisors
Florida
$52K -$3.82K -132 -7%
IDBONY
147
Israel Discount Bank of New York
New York
$47K – – –
Simplex Trading
148
Simplex Trading
Illinois
$45K +$37.3K +1,287 +876%
TF
149
Tompkins Financial
New York
$41K – – –
GT
150
Greenleaf Trust
Michigan
$39K +$35.7K +1,231 New
4 5
6
7 8

RBA Hedge Fund Activity: Q3 2017 in Review

176 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2017, worth a combined $3.59B — up 11% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RBA positions and 21 closed out — a net gain of 1 holder — while 64 added to existing stakes and 62 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $31.6M. The largest seller was Victory Capital Management, exiting entirely with an estimated $76.1M sold.

  • 176 institutional investors held RB Global (RBA) as of Q3 2017, down from 180 in Q2 2017.
  • Funds reported $3.59B of RB Global stock for Q3 2017, up 11% quarter-over-quarter.
  • 22 funds opened new RB Global positions in Q3 2017 and 21 closed out, a net change of +1 holder.
  • The largest RB Global buyer in Q3 2017 was Champlain Investment Partners, an estimated $31.6M added.
  • The largest RB Global seller in Q3 2017 was Victory Capital Management, an estimated $76.1M sold.

Based on aggregated 13F filings for Q3 2017.