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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
Victory Capital Management
176
Victory Capital Management
Texas
– -$76.1M -2,647,866 Closed
OSAM
177
O'Shaughnessy Asset Management
Connecticut
– -$5.58M -194,317 Closed
AIMCA
178
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.25M -114,100 Closed
GAM
179
Gotham Asset Management
New York
– -$2.5M -87,134 Closed
CG
180
Colony Group
Massachusetts
– -$1.85M -64,300 Closed
RCAMU
181
Rothschild & Co Asset Management US
Connecticut
– -$1.75M -46,998 Closed
AllianceBernstein
182
AllianceBernstein
Tennessee
– -$895K -31,158 Closed
Renaissance Technologies
183
Renaissance Technologies
New York
– -$799K -27,800 Closed
WA
184
Wasatch Advisors
Utah
– -$733K -25,513 Closed
AP
185
AHL Partners
United Kingdom
– -$570K -19,835 Closed
NIPH
186
NN Investment Partners Holdings
Netherlands
– -$384K -13,365 Closed
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
– -$278K -9,587 Closed
ACM
188
American Capital Management
New York
– -$207K -7,200 Closed
PG
189
PEAK6 Group
Illinois
– -$47K -1,630 Closed
CG
190
Cutler Group
California
– -$26.9K -928 Closed
Creative Planning
191
Creative Planning
Kansas
– -$19K -647 Closed
NA
192
NewEdge Advisors
Louisiana
– -$17.3K -640 Closed
EWM
193
Evercore Wealth Management
New York
– -$14K -503 Closed
Walleye Trading
194
Walleye Trading
New York
– -$3 -121 Closed
TCOV
195
Trust Company of Vermont
Vermont
– -$3K -117 Closed
NCM
196
Nelson Capital Management
California
– -$2K -80 Closed
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.