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RB Global

199 hedge funds and large institutions have $3.32B invested in RB Global in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 77

0.02% more ownership

Funds ownership: 91.2%91.22% (+0.02%)

2% less capital invested

Capital invested by funds: $3.4B → $3.32B (-$78.4M)

8% less funds holding

Funds holding: 216199 (-17)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
199
Holders Change
-17
Holders Change %
-7.87%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
12
Increased
78
Reduced
77
Closed
27
Calls
$542K
Puts
Net Calls
+$542K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
176
Private Capital Group
Connecticut
$16K -$3.39K -99 -17%
LC
177
Lindbrook Capital
California
$16K
CFA
178
Carroll Financial Associates
North Carolina
$16K +$1.88K +55 +12%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$12K +$68 +2 +0.6%
FBT
180
First Bank & Trust
South Dakota
$11K
GWM
181
Geneos Wealth Management
Colorado
$10K
LF
182
Lee Financial
Texas
$10K
ASN
183
Advisory Services Network
Georgia
$10K +$2.91K +85 +36%
SIAS
184
Shine Investment Advisory Services
Colorado
$9K
UBS AM
185
UBS AM
Illinois
$8.4K
BAMG
186
Brand Asset Management Group
Missouri
$6K
TL
187
TrueWealth LLC
Georgia
$6K
IFAM
188
Institutional & Family Asset Management
Colorado
$4K
SF
189
Synovus Financial
Georgia
$4K
FRA
190
Front Row Advisors
California
$4K +$34 +1 +0.8%
AIM
191
Advantage Investment Management
Iowa
$2K
VFA
192
Valeo Financial Advisors
Indiana
$2K
ZB
193
Zions Bancorporation
Utah
$2K
AAMU
194
Amundi Asset Management US
Massachusetts
$1K
TNBTD
195
Trustmark National Bank Trust Department
Mississippi
$1K
GRP
196
Global Retirement Partners
California
$1K +$787 +23 New
SCA
197
Stonebridge Capital Advisors
Minnesota
$1K +$890 +26 New
BL
198
Balentine LLC
Georgia
$1K +$1.37K +40 New
HHAA
199
Henry H. Armstrong Associates
Pennsylvania
$222
AIMCA
200
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.11M -46,500 Closed

RBA Hedge Fund Activity: Q2 2019 in Review

199 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2019, worth a combined $3.32B — down 2.3% from $3.4B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RBA and 12 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 78 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $32.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $17M.

  • 199 institutional investors held RB Global (RBA) as of Q2 2019, down from 216 in Q1 2019.
  • Funds reported $3.32B of RB Global stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 12 funds opened new RB Global positions in Q2 2019 and 27 closed out, a net change of -15 holders.
  • The largest RB Global buyer in Q2 2019 was ArrowMark Colorado Holdings, an estimated $32.7M added.
  • The largest RB Global seller in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $17M sold.

Based on aggregated 13F filings for Q2 2019.