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RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
126
Two Sigma Investments
New York
$3.27M +$3.05M +52,365 +1,248%
MSV
127
MN Services Vermogensbeheer
Netherlands
$3.12M -$378K -6,500 -11%
SC
128
Scotia Capital
Ontario, Canada
$3.05M +$204K +3,511 +7%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$3.03M +$56.1K +963 +2%
US Bancorp
130
US Bancorp
Minnesota
$2.89M -$276K -4,738 -9%
CAN
131
Cetera Advisor Networks
California
$2.81M +$2.83M +48,624 New
Osaic Holdings
132
Osaic Holdings
Arizona
$2.67M -$69.7K -1,197 -3%
American Century Companies
133
American Century Companies
Missouri
$2.65M +$1.12M +19,232 +72%
CAM
134
Congress Asset Management
Massachusetts
$2.62M +$2.63M +45,219 New
TCA
135
Taconic Capital Advisors
New York
$2.58M +$2.6M +44,630 New
TWC
136
TD Waterhouse Canada
Ontario, Canada
$2.49M +$157K +2,701 +9%
N
137
Natixis
France
$2.48M +$2.5M +42,910 New
MS
138
Maven Securities
Jersey
$2.42M +$2.43M +41,815 New
Truist Financial
139
Truist Financial
North Carolina
$2.26M -$4.26M -73,151 -65%
JFL
140
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.25M -$153M -2,622,736 -99%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$2.25M -$137K -2,361 -6%
Citigroup
142
Citigroup
New York
$2.22M +$905K +15,542 +68%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$2.21M -$170K -2,923 -7%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$2.17M +$708K +12,167 +48%
BG
145
Bahl & Gaynor
Ohio
$2.17M -$700K -12,023 -24%
SAM
146
Shell Asset Management
Netherlands
$2.02M -$396K -6,795 -16%
DZ Bank
147
DZ Bank
Germany
$2.01M +$2.02M +34,769 New
Macquarie Group
148
Macquarie Group
Australia
$1.96M -$2.8M -48,148 -59%
MJB
149
Mark J. Bradley
$1.96M +$130K +2,230 +7%
Millennium Management
150
Millennium Management
New York
$1.95M -$6.87M -118,073 -78%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.