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RB Global

204 hedge funds and large institutions have $3.34B invested in RB Global in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 92.5%93.07% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less funds holding

Funds holding: 217204 (-13)

9% less capital invested

Capital invested by funds: $3.65B → $3.34B (-$313M)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

26% less call options, than puts

Call options by funds: $356K | Put options by funds: $479K

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

Holders
204
Holders Change
-13
Holders Change %
-5.99%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
72
Reduced
86
Closed
32
Calls
$356K
Puts
$479K
Net Calls
-$123K
Net Calls Change
+$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$22K
RFA
177
Reilly Financial Advisors
California
$22K
EWM
178
Executive Wealth Management
Michigan
$21K +$21.4K +635 New
LC
179
Lindbrook Capital
California
$16K +$16.6K +493 New
PCG
180
Private Capital Group
Connecticut
$15K -$3.73K -111 -19%
CFA
181
Carroll Financial Associates
North Carolina
$15K -$504 -15 -3%
CQS
182
Credential Qtrade Securities
$14.2K +$14.7K +436 New
MFW
183
Mosaic Family Wealth
Missouri
$14K
ASN
184
Advisory Services Network
Georgia
$14K +$11.8K +350 +365%
IA
185
IFP Advisors
Florida
$13K -$11.5K -343 -46%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$13K -$9.75K -290 -42%
FHB
187
First Hawaiian Bank
Hawaii
$12K
GWM
188
Geneos Wealth Management
Colorado
$10K
UBS AM
189
UBS AM
Illinois
$9.42K -$548K -16,300 -98%
BlackRock
190
BlackRock
New York
$9K -$737K -21,933 -99%
LF
191
Lee Financial
Texas
$9K
SIAS
192
Shine Investment Advisory Services
Colorado
$9K
TL
193
TrueWealth LLC
Georgia
$6K
CHP
194
Cable Hill Partners
Oregon
$5K
KPW
195
Kore Private Wealth
New York
$5K +$4.67K +139 New
MSA
196
Marino Stram & Associates
Massachusetts
$5K +$5.38K +160 New
FRA
197
Front Row Advisors
California
$4K -$1.55K -46 -26%
SF
198
Synovus Financial
Georgia
$4K
NFG
199
Next Financial Group
Texas
$3K +$2.82K +84 New
ER
200
Enlightenment Research
Florida
$3K +$3.46K +103 New