We are live on ! Find out more
RBA icon

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
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$4.96M +$4.87M +64,988 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$4.96M +$299K +3,994 +7%
BONST
128
Bank of Nova Scotia Trust
Ontario, Canada
$4.9M +$288K +3,840 +6%
American Century Companies
129
American Century Companies
Missouri
$4.56M +$1.2M +15,983 +37%
TA
130
Tectonic Advisors
Texas
$4.55M -$2.15M -28,668 -32%
SC
131
Scotia Capital
Ontario, Canada
$4.55M -$123K -1,642 -3%
LRIC
132
Long Road Investment Counsel
Michigan
$4.28M – – –
CIM
133
Caldwell Investment Management
Ontario, Canada
$4.18M – – –
GAM
134
Gotham Asset Management
New York
$4.16M +$3.3M +44,050 +422%
HighTower Advisors
135
HighTower Advisors
Illinois
$4.08M +$2.59M +34,534 +184%
DT
136
Diversified Trust
Tennessee
$4.02M +$558K +7,446 +16%
HF
137
HRT Financial
New York
$3.99M +$3.92M +52,260 New
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$3.97M +$3.9M +52,000 New
Millennium Management
139
Millennium Management
New York
$3.97M -$18M -239,716 -82%
Korea Investment Corp
140
Korea Investment Corp
South Korea
$3.91M -$418K -5,584 -10%
UBS Group
141
UBS Group
Switzerland
$3.81M -$2.96M -39,544 -44%
Renaissance Technologies
142
Renaissance Technologies
New York
$3.73M +$3.01M +40,200 +468%
Citigroup
143
Citigroup
New York
$3.67M -$605K -8,071 -14%
M&T Bank
144
M&T Bank
New York
$3.49M -$7.12K -95 -0.2%
Barclays
145
Barclays
United Kingdom
$3.47M +$2.96M +39,515 +667%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$3.39M +$3.33M +44,390 New
SOMRS
147
State of Michigan Retirement System
Michigan
$3.38M +$3.32M +44,300 New
KPPF
148
Klein Pavlis & Peasley Financial
California
$3.35M +$1.6M +21,310 +95%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$3.14M -$186K -2,484 -6%
NMIMC
150
Northwestern Mutual Investment Management Company
Wisconsin
$3.13M +$3.07M +41,003 New
4 5
6
7 8

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.