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RB Global
RBA

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.11M +$3.05M +40,720 New
AP
152
Arlington Partners
Alabama
$3.07M -$529K -7,060 -15%
O
153
Ossiam
France
$3.07M -$63.6K -849 -2%
AIP
154
Ameritas Investment Partners
Nebraska
$2.98M +$2.93M +39,077 New
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$2.97M +$2.92M +38,900 New
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$2.92M +$2.86M +38,200 New
AI
157
Atria Investments
North Carolina
$2.91M -$1.22M -16,338 -30%
Mariner
158
Mariner
Kansas
$2.85M -$812K -10,831 -22%
FAF
159
Första AP-fonden
Sweden
$2.84M -$577K -7,700 -17%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$2.84M +$138K +1,835 +5%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$2.84M +$2.79M +37,200 New
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$2.77M -$16.7M -222,217 -86%
Mirae Asset Global ETFs Holdings
163
Mirae Asset Global ETFs Holdings
Hong Kong
$2.69M +$2.64M +35,179 New
VOYA Investment Management
164
VOYA Investment Management
Georgia
$2.64M -$2.27M -30,334 -47%
ECM
165
ExodusPoint Capital Management
New York
$2.63M +$2.58M +34,484 New
CFC
166
Coyle Financial Counsel
Illinois
$2.53M – – –
WF
167
WoodTrust Financial
Wisconsin
$2.49M -$18.7K -250 -0.8%
MSK
168
Melissa S. Kampmann
$2.49M +$145K +1,940 +6%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2.38M +$346K +4,621 +17%
CCMLC
170
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.31M -$15.3M -204,574 -87%
TPI
171
Trust Point Inc
Wisconsin
$2.18M +$36K +481 +2%
Canada Pension Plan Investment Board
172
Canada Pension Plan Investment Board
Ontario, Canada
$2.16M +$1.21M +16,100 +132%
Truist Financial
173
Truist Financial
North Carolina
$2.13M -$146K -1,945 -7%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$2.13M -$57.7K -770 -3%
KCM
175
Kornitzer Capital Management
Kansas
$2.11M – – –
5 6
7
8 9

RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.