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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MSV
126
MN Services Vermogensbeheer
Netherlands
$6.44M +$134K +1,500 +2%
PCM
127
Peregrine Capital Management
Minnesota
$6.36M +$117K +1,303 +2%
LPL Financial
128
LPL Financial
California
$6.34M +$131K +1,462 +2%
EWA
129
EverSource Wealth Advisors
Alabama
$6.25M +$199K +2,222 +3%
YCM
130
Yousif Capital Management
Michigan
$6.15M -$239K -2,675 -4%
BONST
131
Bank of Nova Scotia Trust
Ontario, Canada
$6.07M +$90.6K +1,013 +2%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$6M -$271K -3,029 -4%
HF
133
HRT Financial
New York
$5.97M +$3.76M +42,041 +174%
DT
134
Diversified Trust
Tennessee
$5.69M +$1.85M +20,724 +49%
SC
135
Scotia Capital
Ontario, Canada
$5.66M +$404K +4,516 +8%
GI
136
GAMCO Investors
Connecticut
$5.64M -$492K -5,500 -8%
Wells Fargo
137
Wells Fargo
California
$5.45M +$124K +1,386 +2%
T
138
TOBAM
France
$5.38M -$1.57M -17,602 -30%
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.21M +$5.16M +57,701 New
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$5.09M -$294K -3,289 -6%
LRIC
141
Long Road Investment Counsel
Michigan
$5.05M
CIM
142
Caldwell Investment Management
Ontario, Canada
$4.94M
TPM
143
Triasima Portfolio Management
Quebec, Canada
$4.86M -$231K -2,585 -5%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$4.7M -$588K -6,567 -11%
OLA
145
Oliver Luxxe Assets
New Jersey
$4.67M +$2.51M +28,073 +106%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$4.62M +$8.95K +100 +0.2%
PI
147
PineBridge Investments
New York
$4.42M +$912K +10,188 +43%
ACM
148
Arvin Capital Management
Texas
$4.38M +$4.35M +48,582 New
AI
149
Atria Investments
North Carolina
$4.36M +$960K +10,725 +29%
Mariner
150
Mariner
Kansas
$4.34M +$1.05M +11,767 +32%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.