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RB Global

408 hedge funds and large institutions have $12.6B invested in RB Global in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $29.1M

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.2B)

3% more funds holding

Funds holding: 396408 (+12)

3.13% less ownership

Funds ownership: 93.02%89.89% (-3.1%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

27% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 172

Holders
408
Holders Change
+12
Holders Change %
+3.03%
% of All Funds
5.88%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
53
Increased
125
Reduced
172
Closed
38
Calls
$41.8M
Puts
$29.1M
Net Calls
+$12.7M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$2.7M -$6.28M -89,892 -72%
CAN
152
Cetera Advisor Networks
California
$2.67M -$486K -6,958 -17%
CFC
153
Coyle Financial Counsel
Illinois
$2.53M -$92.8K -1,329 -4%
AM
154
AGF Management
Ontario, Canada
$2.51M +$766K +10,972 +50%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$2.41M +$1.17M +16,687 +111%
MSK
156
Melissa S. Kampmann
$2.34M +$278K +3,985 +15%
Truist Financial
157
Truist Financial
North Carolina
$2.28M -$422K -6,038 -17%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$2.18M -$356K -5,090 -15%
US Bancorp
159
US Bancorp
Minnesota
$2.15M -$1.34M -19,169 -40%
TPI
160
Trust Point Inc
Wisconsin
$2.14M +$423K +6,062 +28%
Holocene Advisors
161
Holocene Advisors
New York
$2.13M -$20.3M -290,219 -91%
KCM
162
Kornitzer Capital Management
Kansas
$2.11M
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$2.02M -$615K -8,805 -25%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$1.99M +$53.2K +761 +3%
FFAM
165
Forge First Asset Management
Canada
$1.97M -$22.3M -319,670 -93%
GF
166
Gabelli Funds
New York
$1.97M -$50.6K -725 -3%
Skandinaviska Enskilda Banken (SEB)
167
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.87M -$76K -1,088 -4%
KPPF
168
Klein Pavlis & Peasley Financial
California
$1.71M +$1.57M +22,514 New
SO
169
STRS Ohio
Ohio
$1.68M -$1.66M -23,785 -52%
MME
170
Meag Munich Ergo
Germany
$1.66M -$3.34M -47,755 -69%
Corient Private Wealth
171
Corient Private Wealth
Florida
$1.65M +$60.6K +867 +4%
S
172
SimplyRich
California
$1.62M -$978 -14 -0.1%
CI
173
CX Institutional
Indiana
$1.47M +$1.35M +19,362 New
X
174
Xponance
Pennsylvania
$1.47M -$53.4K -765 -4%
HighTower Advisors
175
HighTower Advisors
Illinois
$1.44M +$51.6K +739 +4%

RBA Hedge Fund Activity: Q1 2024 in Review

408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2024, worth a combined $12.6B — up 11% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RBA positions and 38 closed out — a net gain of 15 holders — while 125 added to existing stakes and 172 trimmed.

The largest buyer was Vanguard Group, adding an estimated $80.6M. The largest seller was Independent Franchise Partners, cutting an estimated $102M.

  • 408 institutional investors held RB Global (RBA) as of Q1 2024, up from 396 in Q4 2023.
  • Funds reported $12.6B of RB Global stock for Q1 2024, up 11% quarter-over-quarter.
  • 53 funds opened new RB Global positions in Q1 2024 and 38 closed out, a net change of +15 holders.
  • The largest RB Global buyer in Q1 2024 was Vanguard Group, an estimated $80.6M added.
  • The largest RB Global seller in Q1 2024 was Independent Franchise Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.