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RB Global

408 hedge funds and large institutions have $12.6B invested in RB Global in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $29.1M

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.2B)

3% more funds holding

Funds holding: 396408 (+12)

3.13% less ownership

Funds ownership: 93.02%89.89% (-3.1%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

27% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 172

Holders
408
Holders Change
+12
Holders Change %
+3.03%
% of All Funds
5.88%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
53
Increased
125
Reduced
172
Closed
38
Calls
$41.8M
Puts
$29.1M
Net Calls
+$12.7M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
176
California State Teachers Retirement System (CalSTRS)
California
$1.4M -$820K -11,738 -39%
SG Americas Securities
177
SG Americas Securities
New York
$1.38M +$991K +14,186 +365%
QCM
178
Quantinno Capital Management
New York
$1.34M +$84.7K +1,212 +7%
Principal Financial Group
179
Principal Financial Group
Iowa
$1.34M +$36K +515 +3%
TRCT
180
Tower Research Capital (TRC)
New York
$1.32M +$1.06M +15,182 +712%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$1.3M -$17.9K -256 -1%
Two Sigma Investments
182
Two Sigma Investments
New York
$1.26M -$601K -8,597 -34%
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$1.25M -$209K -2,991 -15%
Osaic Holdings
184
Osaic Holdings
Arizona
$1.25M -$1.42M -20,294 -55%
Bessemer Group
185
Bessemer Group
New Jersey
$1.25M -$80.5K -1,153 -7%
BCI
186
Brinker Capital Investments
Pennsylvania
$1.17M +$49.8K +713 +5%
OPS
187
Orion Portfolio Solutions
Nebraska
$1.17M +$49.8K +713 +5%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$1.13M +$509K +7,283 +96%
CB
189
Commerce Bank
Missouri
$1.13M -$3.42K -49 -0.3%
II
190
Inspire Investing
Idaho
$1.12M -$33K -473 -3%
BCA
191
Bray Capital Advisors
Florida
$1.12M
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$1.11M +$5.94K +85 +0.6%
BB
193
Bell Bank
North Dakota
$1.07M -$469K -6,707 -32%
BEI
194
Benjamin Edwards Inc
Missouri
$1.05M -$26.5K -379 -3%
MSRPS
195
Maryland State Retirement & Pension System
Maryland
$1.05M
UIM
196
USS Investment Management
United Kingdom
$1.05M -$1.54M -22,005 -62%
CAM
197
Claret Asset Management
Quebec, Canada
$1.02M -$56.4K -807 -6%
Franklin Resources
198
Franklin Resources
California
$980K -$25.7K -368 -3%
AWM
199
Avior Wealth Management
Nebraska
$967K +$67.1K +961 +8%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$959K -$24.8K -355 -3%

RBA Hedge Fund Activity: Q1 2024 in Review

408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2024, worth a combined $12.6B — up 11% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RBA positions and 38 closed out — a net gain of 15 holders — while 125 added to existing stakes and 172 trimmed.

The largest buyer was Vanguard Group, adding an estimated $80.6M. The largest seller was Independent Franchise Partners, cutting an estimated $102M.

  • 408 institutional investors held RB Global (RBA) as of Q1 2024, up from 396 in Q4 2023.
  • Funds reported $12.6B of RB Global stock for Q1 2024, up 11% quarter-over-quarter.
  • 53 funds opened new RB Global positions in Q1 2024 and 38 closed out, a net change of +15 holders.
  • The largest RB Global buyer in Q1 2024 was Vanguard Group, an estimated $80.6M added.
  • The largest RB Global seller in Q1 2024 was Independent Franchise Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.