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RB Global

266 hedge funds and large institutions have $5.73B invested in RB Global in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $1.24M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

6% more capital invested

Capital invested by funds: $5.4B → $5.73B (+$338M)

1.32% more ownership

Funds ownership: 82.05%83.36% (+1.3%)

3% less funds holding

Funds holding: 275266 (-9)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
107
Reduced
86
Closed
35
Calls
$9.03M
Puts
$1.24M
Net Calls
+$7.79M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Voya Financial Advisors
Connecticut
$1.37M +$128K +2,092 +10%
PAS
127
Park Avenue Securities
New York
$1.35M +$58.9K +964 +5%
AIM
128
Achmea Investment Management
Netherlands
$1.3M
BPA
129
Beacon Pointe Advisors
California
$1.25M +$1.24M +20,270 New
BBVA
130
Banco Bilbao Vizcaya Argentaria
Spain
$1.25M +$171K +2,791 +15%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1.23M +$14.4K +235 +1%
HighTower Advisors
132
HighTower Advisors
Illinois
$1.22M +$40.3K +659 +3%
XSC
133
X-Square Capital
Puerto Rico
$1.21M +$44.8K +734 +4%
M&T Bank
134
M&T Bank
New York
$1.19M +$22.2K +363 +2%
AWP
135
Accretive Wealth Partners
New Jersey
$1.17M +$70.1K +1,147 +6%
Aviva
136
Aviva
United Kingdom
$1.16M +$1.15M +18,834 New
PSUF
137
People's United Financial
Connecticut
$1.13M -$143K -2,341 -11%
APG Asset Management
138
APG Asset Management
Netherlands
$1.12M -$5.85M -95,687 -82%
MC
139
Maverick Capital
Texas
$1.08M -$134K -2,193 -11%
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$1.07M -$4.65M -76,083 -81%
LPL Financial
141
LPL Financial
California
$1.05M +$148K +2,415 +17%
MJB
142
Mark J. Bradley
$1.04M -$30.5K -500 -3%
VAS
143
Vestmark Advisory Solutions
Massachusetts
$1M -$21.4K -351 -2%
WF
144
WoodTrust Financial
Wisconsin
$999K +$641K +10,500 +184%
SC
145
Scotia Capital
Ontario, Canada
$989K -$244 -4 -0%
Franklin Resources
146
Franklin Resources
California
$966K -$130K -2,124 -12%
MML Investors Services
147
MML Investors Services
Massachusetts
$914K +$34K +556 +4%
PG
148
Pendal Group
Australia
$912K +$15.6K +255 +2%
FL
149
Fort LP
Maryland
$891K -$451K -7,388 -34%
Barclays
150
Barclays
United Kingdom
$811K -$136K -2,220 -14%

RBA Hedge Fund Activity: Q3 2021 in Review

266 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2021, worth a combined $5.73B — up 6.3% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RBA and 30 opened new positions — a net loss of 5 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $163M. The largest seller was William Blair Investment Management, cutting an estimated $41.3M.

  • 266 institutional investors held RB Global (RBA) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $5.73B of RB Global stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 30 funds opened new RB Global positions in Q3 2021 and 35 closed out, a net change of -5 holders.
  • The largest RB Global buyer in Q3 2021 was Independent Franchise Partners, an estimated $163M added.
  • The largest RB Global seller in Q3 2021 was William Blair Investment Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.