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RB Global

202 hedge funds and large institutions have $3.36B invested in RB Global in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

6% more funds holding

Funds holding: 190202 (+12)

3% less capital invested

Capital invested by funds: $3.48B → $3.36B (-$121M)

6% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 69

8.64% less ownership

Funds ownership: 106.46%97.83% (-8.6%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

43% less call options, than puts

Call options by funds: $944K | Put options by funds: $1.66M

Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
36
Increased
65
Reduced
69
Closed
22
Calls
$944K
Puts
$1.66M
Net Calls
-$717K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$21K
RFA
177
Reilly Financial Advisors
California
$21K +$21.7K +682 New
PCG
178
Private Capital Group
Connecticut
$19K
SIM
179
Sonora Investment Management
Arizona
$17.8K +$18K +566 New
SWP
180
Stratos Wealth Partners
Ohio
$16K +$13.4K +420 +467%
Simplex Trading
181
Simplex Trading
Illinois
$15K +$15.4K +484 New
CFA
182
Carroll Financial Associates
North Carolina
$14K
MFW
183
Mosaic Family Wealth
Missouri
$13K
Barclays
184
Barclays
United Kingdom
$11K -$1.24K -39 -10%
UBS AM
185
UBS AM
Illinois
$9.06K +$8.06K +253 +723%
GWM
186
Geneos Wealth Management
Colorado
$9K
LF
187
Lee Financial
Texas
$9K
MGIA
188
Moneta Group Investment Advisors
Missouri
$9K
SIAS
189
Shine Investment Advisory Services
Colorado
$8K
APP
190
Avantax Planning Partners
Iowa
$8K +$8.41K +264 New
TL
191
TrueWealth LLC
Georgia
$6K
FRA
192
Front Row Advisors
California
$5K +$4.56K +143 New
CHP
193
Cable Hill Partners
Oregon
$4K -$1.98K -62 -36%
DBT
194
Dubuque Bank & Trust
Iowa
$4K
ASN
195
Advisory Services Network
Georgia
$3K -$2.68K -84 -47%
ACS
196
Archford Capital Strategies
Illinois
$3K +$3.06K +96 New
LIA
197
LS Investment Advisors
Michigan
$2K
VFA
198
Valeo Financial Advisors
Indiana
$2K
AIM
199
Advantage Investment Management
Iowa
$2K +$1.91K +60 New
DAM
200
Delta Asset Management
Tennessee
$1K

RBA Hedge Fund Activity: Q1 2018 in Review

202 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2018, worth a combined $3.36B — down 3.5% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RBA positions and 22 closed out — a net gain of 14 holders — while 65 added to existing stakes and 69 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $92.8M. The largest seller was CGOV Asset Management, cutting an estimated $61.7M.

  • 202 institutional investors held RB Global (RBA) as of Q1 2018, up from 190 in Q4 2017.
  • Funds reported $3.36B of RB Global stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 36 funds opened new RB Global positions in Q1 2018 and 22 closed out, a net change of +14 holders.
  • The largest RB Global buyer in Q1 2018 was William Blair Investment Management, an estimated $92.8M added.
  • The largest RB Global seller in Q1 2018 was CGOV Asset Management, an estimated $61.7M sold.

Based on aggregated 13F filings for Q1 2018.