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RB Global
RBA

150 hedge funds and large institutions have $2.15B invested in RB Global in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,758% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $60K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

7% more capital invested

Capital invested by funds: $2.02B → $2.15B (+$138M)

1.6% more ownership

Funds ownership: 98.3% → 99.9% (+1.6%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 150 → 150 (0)

Holders
150
Holders Change
–
Holders Change %
0%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
15
Increased
67
Reduced
55
Closed
14
Calls
$1.72M
Puts
$60K
Net Calls
+$1.66M
Net Calls Change
+$85K

Top Buyers

1
KAM
Keeley Asset Management
Illinois
+$23.9M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$18.5M
3
RP
Riverbridge Partners
Minnesota
+$15.3M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$9.18M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$8.03M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$19.7M
2
LCOV
London Company of Virginia
Virginia
-$19.4M
3
Goldman Sachs
Goldman Sachs
New York
-$18.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$17.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
151
Ellington Management Group
Connecticut
– -$1.54M -80,400 Closed
HTC
152
Hershey Trust Company
Pennsylvania
– -$1.16M -60,191 Closed
APG Asset Management
153
APG Asset Management
Netherlands
– -$1.1M -57,340 Closed
P
154
Pitcairn
Pennsylvania
– -$699K -36,347 Closed
HHC
155
Hutchin Hill Capital
New York
– -$594K -30,900 Closed
FCH
156
Freestone Capital Holdings
Washington
– -$359K -18,694 Closed
WAM
157
World Asset Management
Michigan
– -$219K -11,398 Closed
AL
158
Airain Ltd
Guernsey
– -$218K -11,338 Closed
T
159
TradeWorx
New Jersey
– -$197K -10,274 Closed
QT
160
Quantbot Technologies
New York
– -$63K -3,329 Closed
FHB
161
First Hawaiian Bank
Hawaii
– -$57K -2,985 Closed
Legal & General Group
162
Legal & General Group
United Kingdom
– -$14K -744 Closed
AAM
163
Advisors Asset Management
Colorado
– -$6K -310 Closed
BG
164
BlackRock Group
United Kingdom
– +$19 +1 New
3 4 5 6
7

RBA Hedge Fund Activity: Q3 2013 in Review

150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2013, worth a combined $2.15B — up 6.8% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RBA positions and 14 closed out — a net gain of 1 holder — while 67 added to existing stakes and 55 trimmed.

The largest buyer was Keeley Asset Management, opening a new position worth an estimated $23.9M. The largest seller was Janus Henderson Investors US, cutting an estimated $19.7M.

  • 150 institutional investors held RB Global (RBA) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.15B of RB Global stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 15 funds opened new RB Global positions in Q3 2013 and 14 closed out, a net change of +1 holder.
  • The largest RB Global buyer in Q3 2013 was Keeley Asset Management, an estimated $23.9M added.
  • The largest RB Global seller in Q3 2013 was Janus Henderson Investors US, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2013.