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RB Global
RBA

176 hedge funds and large institutions have $3.59B invested in RB Global in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.24B → $3.59B (+$343M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

0.68% more ownership

Funds ownership: 102.4% → 103.08% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less funds holding

Funds holding: 180 → 176 (-4)

90% less call options, than puts

Call options by funds: $55K | Put options by funds: $538K

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
22
Increased
64
Reduced
62
Closed
21
Calls
$55K
Puts
$538K
Net Calls
-$483K
Net Calls Change
+$842K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$31.6M
2
MIP
Mondrian Investment Partners
United Kingdom
+$28.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.6M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$18.4M
5
Ameriprise
Ameriprise
Minnesota
+$15.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$76.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$16.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.8M
4
Primecap Management
Primecap Management
California
-$11M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$9.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
151
Smithfield Trust
Pennsylvania
$38K – – –
FHA
152
First Horizon Advisors
Tennessee
$29K +$29 +1 +0.1%
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$28K +$1.85K +64 +8%
Bessemer Group
154
Bessemer Group
New Jersey
$24K +$21.6K +745 New
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
WA
156
WealthTrust-Arizona
Arizona
$17K -$145 -5 -0.9%
QCG
157
Quadrant Capital Group
Ohio
$10K – – –
DBT
158
Dubuque Bank & Trust
Iowa
$9K – – –
LF
159
Lee Financial
Texas
$9K – – –
GWM
160
Geneos Wealth Management
Colorado
$9K +$5.79K +200 +182%
CFA
161
Carroll Financial Associates
North Carolina
$8K -$116 -4 -1%
SIAS
162
Shine Investment Advisory Services
Colorado
$8K – – –
Barclays
163
Barclays
United Kingdom
$6K -$65.8K -2,271 -92%
ASN
164
Advisory Services Network
Georgia
$6K – – –
MFW
165
Mosaic Family Wealth
Missouri
$6K +$5.07K +175 New
CHP
166
Cable Hill Partners
Oregon
$5K -$116 -4 -2%
BTIS
167
BB&T Investment Services
North Carolina
$4K +$3.68K +127 New
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$3.02K – – –
BL
169
Balentine LLC
Georgia
$3K – – –
LIA
170
LS Investment Advisors
Michigan
$2K – – –
BONST
171
Bank of Nova Scotia Trust
Ontario, Canada
$2K +$1.59K +55 New
UBS AM
172
UBS AM
Illinois
$1.11K – – –
BlackRock
173
BlackRock
New York
$1K -$145 -5 -23%
DAM
174
Delta Asset Management
Tennessee
$1K +$898 +31 New
VFA
175
Valeo Financial Advisors
Indiana
$1K +$1.3K +45 New
4 5 6
7
8

RBA Hedge Fund Activity: Q3 2017 in Review

176 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2017, worth a combined $3.59B — up 11% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RBA positions and 21 closed out — a net gain of 1 holder — while 64 added to existing stakes and 62 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $31.6M. The largest seller was Victory Capital Management, exiting entirely with an estimated $76.1M sold.

  • 176 institutional investors held RB Global (RBA) as of Q3 2017, down from 180 in Q2 2017.
  • Funds reported $3.59B of RB Global stock for Q3 2017, up 11% quarter-over-quarter.
  • 22 funds opened new RB Global positions in Q3 2017 and 21 closed out, a net change of +1 holder.
  • The largest RB Global buyer in Q3 2017 was Champlain Investment Partners, an estimated $31.6M added.
  • The largest RB Global seller in Q3 2017 was Victory Capital Management, an estimated $76.1M sold.

Based on aggregated 13F filings for Q3 2017.