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RB Global
RBA

455 hedge funds and large institutions have $9.15B invested in RB Global in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 177 increasing their positions, 75 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 60

136% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 75

89% more funds holding in top 10

Funds holding in top 10: 9 → 17 (+8)

61% more capital invested

Capital invested by funds: $5.68B → $9.15B (+$3.46B)

29% more funds holding

Funds holding: 352 → 455 (+103)

0.65% less ownership

Funds ownership: 88.84% → 88.19% (-0.65%)

44% less call options, than puts

Call options by funds: $50M | Put options by funds: $89.3M

Holders
455
Holders Change
+103
Holders Change %
+29.26%
% of All Funds
7.25%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.27%
New
170
Increased
177
Reduced
75
Closed
60
Calls
$50M
Puts
$89.3M
Net Calls
-$39.3M
Net Calls Change
-$68.3M

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$587M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$365M
3
CB
Cooke & Bieler
Pennsylvania
+$207M
4
AA
Ancora Advisors
Ohio
+$166M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$152M

Top Sellers

1
DKCM
Davidson Kempner Capital Management
New York
-$94.2M
2
Invesco
Invesco
Georgia
-$53.9M
3
EC
Eminence Capital
New York
-$41M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$39.4M
5
TAL
TIG Advisors LLC
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
176
Water Island Capital
New York
$3.03M +$3.17M +53,760 New
US Bancorp
177
US Bancorp
Minnesota
$2.99M +$186K +3,150 +6%
SC
178
Scotia Capital
Ontario, Canada
$2.92M -$53.6K -909 -2%
LCM
179
Landscape Capital Management
New Jersey
$2.89M +$3.03M +51,418 New
CAN
180
Cetera Advisor Networks
California
$2.88M +$150K +2,552 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
181
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.81M +$2.95M +50,000 New
AM
182
AGF Management
Ontario, Canada
$2.81M +$2.56M +43,435 +673%
American Century Companies
183
American Century Companies
Missouri
$2.75M +$213K +3,617 +8%
SC
184
Shay Capital
New York
$2.73M +$2.53M +42,993 +785%
GAM
185
Gotham Asset Management
New York
$2.55M +$2.4M +40,738 +893%
FAM
186
Fred Alger Management
New York
$2.55M +$2.67M +45,242 New
Simplex Trading
187
Simplex Trading
Illinois
$2.51M +$1.96M +33,249 +294%
Neuberger Berman Group
188
Neuberger Berman Group
New York
$2.47M +$2.36M +40,027 +1,012%
UBS AM
189
UBS AM
Illinois
$2.46M +$2.58M +43,771 New
SAM
190
Shell Asset Management
Netherlands
$2.42M +$475K +8,061 +23%
N
191
Numerai
California
$2.38M +$2.49M +42,300 New
State of New Jersey Common Pension Fund D
192
State of New Jersey Common Pension Fund D
New Jersey
$2.36M +$2.47M +41,971 New
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$2.34M -$638K -10,818 -21%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$2.24M +$100K +1,701 +4%
Truist Financial
195
Truist Financial
North Carolina
$2.22M +$22.7K +385 +1%
Korea Investment Corp
196
Korea Investment Corp
South Korea
$2.17M -$24.1K -409 -1%
AI
197
Atria Investments
North Carolina
$2.14M +$2.24M +37,938 New
Corient Private Wealth
198
Corient Private Wealth
Florida
$2.11M +$2.21M +37,552 New
MJB
199
Mark J. Bradley
$2.11M +$214K +3,635 +11%
MNBTD
200
Moody National Bank Trust Division
Texas
$2.11M +$1.48M +25,173 +205%
6 7
8
9 10

RBA Hedge Fund Activity: Q1 2023 in Review

455 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2023, worth a combined $9.15B — up 61% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new RBA positions and 60 closed out — a net gain of 110 holders — while 177 added to existing stakes and 75 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $587M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $94.2M sold.

  • 455 institutional investors held RB Global (RBA) as of Q1 2023, up from 352 in Q4 2022.
  • Funds reported $9.15B of RB Global stock for Q1 2023, up 61% quarter-over-quarter.
  • 170 funds opened new RB Global positions in Q1 2023 and 60 closed out, a net change of +110 holders.
  • The largest RB Global buyer in Q1 2023 was Independent Franchise Partners, an estimated $587M added.
  • The largest RB Global seller in Q1 2023 was Davidson Kempner Capital Management, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2023.