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RB Global
RBA

455 hedge funds and large institutions have $9.15B invested in RB Global in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 177 increasing their positions, 75 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 60

136% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 75

89% more funds holding in top 10

Funds holding in top 10: 9 → 17 (+8)

61% more capital invested

Capital invested by funds: $5.68B → $9.15B (+$3.46B)

29% more funds holding

Funds holding: 352 → 455 (+103)

0.65% less ownership

Funds ownership: 88.84% → 88.19% (-0.65%)

44% less call options, than puts

Call options by funds: $50M | Put options by funds: $89.3M

Holders
455
Holders Change
+103
Holders Change %
+29.26%
% of All Funds
7.25%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.27%
New
170
Increased
177
Reduced
75
Closed
60
Calls
$50M
Puts
$89.3M
Net Calls
-$39.3M
Net Calls Change
-$68.3M

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$587M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$365M
3
CB
Cooke & Bieler
Pennsylvania
+$207M
4
AA
Ancora Advisors
Ohio
+$166M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$152M

Top Sellers

1
DKCM
Davidson Kempner Capital Management
New York
-$94.2M
2
Invesco
Invesco
Georgia
-$53.9M
3
EC
Eminence Capital
New York
-$41M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$39.4M
5
TAL
TIG Advisors LLC
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity International
151
Fidelity International
Bermuda
$4.33M -$30M -509,604 -87%
Squarepoint
152
Squarepoint
New York
$4.19M +$376K +6,384 +9%
State Board of Administration of Florida Retirement System
153
State Board of Administration of Florida Retirement System
Florida
$4.11M +$4.3M +72,955 New
MF
154
Magnetar Financial
Illinois
$3.91M +$4.1M +69,507 New
Group One Trading
155
Group One Trading
Illinois
$3.87M +$4.05M +68,739 New
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$3.86M +$2.69M +45,611 +198%
APG Asset Management
157
APG Asset Management
Netherlands
$3.82M +$3.67M +62,336 +543%
PAMS
158
Pictet Asset Management (Switzerland)
Switzerland
$3.82M +$482K +8,171 +14%
Renaissance Technologies
159
Renaissance Technologies
New York
$3.7M -$33.1M -561,208 -90%
UBS Group
160
UBS Group
Switzerland
$3.6M +$2.85M +48,331 +309%
FC
161
FORA Capital
Florida
$3.6M +$3.77M +63,929 New
AAF
162
Andra AP-fonden
Sweden
$3.54M -$908K -15,400 -25%
RIM
163
Redwood Investment Management
Arizona
$3.54M +$3.71M +62,936 New
GF
164
Gabelli Funds
New York
$3.43M +$2.1M +35,600 +140%
M&T Bank
165
M&T Bank
New York
$3.43M +$93.7K +1,589 +3%
TWC
166
TD Waterhouse Canada
Ontario, Canada
$3.41M +$959K +16,269 +51%
FAF
167
Första AP-fonden
Sweden
$3.31M +$3.47M +58,900 New
LRIC
168
Long Road Investment Counsel
Michigan
$3.21M -$53.1K -900 -2%
BONST
169
Bank of Nova Scotia Trust
Ontario, Canada
$3.19M -$82.5K -1,400 -2%
DA
170
Duality Advisers
Florida
$3.19M +$3.34M +56,583 New
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$3.18M +$3.33M +56,406 New
Voloridge Investment Management
172
Voloridge Investment Management
Florida
$3.16M +$2.3M +38,988 +226%
OGC
173
One68 Global Capital
New York
$3.16M +$1.98M +33,514 +180%
Osaic Holdings
174
Osaic Holdings
Arizona
$3.07M +$490K +8,309 +18%
MSV
175
MN Services Vermogensbeheer
Netherlands
$3.03M – – –
5 6
7
8 9

RBA Hedge Fund Activity: Q1 2023 in Review

455 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2023, worth a combined $9.15B — up 61% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new RBA positions and 60 closed out — a net gain of 110 holders — while 177 added to existing stakes and 75 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $587M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $94.2M sold.

  • 455 institutional investors held RB Global (RBA) as of Q1 2023, up from 352 in Q4 2022.
  • Funds reported $9.15B of RB Global stock for Q1 2023, up 61% quarter-over-quarter.
  • 170 funds opened new RB Global positions in Q1 2023 and 60 closed out, a net change of +110 holders.
  • The largest RB Global buyer in Q1 2023 was Independent Franchise Partners, an estimated $587M added.
  • The largest RB Global seller in Q1 2023 was Davidson Kempner Capital Management, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2023.