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RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
176
Allianz Asset Management
Germany
$1.14M -$450K -7,730 -28%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$1.1M +$333K +5,719 +43%
OGC
178
One68 Global Capital
New York
$1.08M +$1.09M +18,640 New
IC
179
IEQ Capital
California
$1.05M +$31.8K +546 +3%
GCIA
180
Gabelli & Co Investment Advisers
New York
$1.05M +$1.05M +18,100 New
VFA
181
Voya Financial Advisors
Connecticut
$1.01M -$323K -5,547 -24%
Voloridge Investment Management
182
Voloridge Investment Management
Florida
$996K -$635K -10,909 -39%
NEI
183
Northwest & Ethical Investments
Ontario, Canada
$972K -$794K -13,633 -45%
IWA
184
Icon Wealth Advisors
Texas
$967K -$63.4K -1,089 -6%
PAS
185
Park Avenue Securities
New York
$942K -$358K -6,149 -27%
UBS Group
186
UBS Group
Switzerland
$903K -$576K -9,885 -39%
APG Asset Management
187
APG Asset Management
Netherlands
$898K -$1.64M -28,136 -71%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$876K -$64.6K -1,109 -7%
MML Investors Services
189
MML Investors Services
Massachusetts
$866K -$86.5K -1,486 -9%
TC
190
TownSquare Capital
Utah
$849K +$855K +14,681 New
Skandinaviska Enskilda Banken (SEB)
191
Skandinaviska Enskilda Banken (SEB)
Sweden
$838K +$472K +8,114 +127%
CC
192
Centiva Capital
New York
$805K +$590K +10,140 +268%
LPL Financial
193
LPL Financial
California
$790K -$197K -3,383 -20%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$779K -$291K -5,006 -27%
BCI
195
Brinker Capital Investments
Pennsylvania
$738K -$1.57M -27,038 -68%
MNBTD
196
Moody National Bank Trust Division
Texas
$711K +$716K +12,300 New
JMPWA
197
JP Morgan Private Wealth Advisors
California
$710K -$620K -10,654 -46%
TC
198
Tacita Capital
Ontario, Canada
$700K
JFG
199
Jefferies Financial Group
New York
$694K +$699K +12,000 New
RWM
200
Ritholtz Wealth Management
New York
$667K +$34.9K +599 +5%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.