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RB Global

262 hedge funds and large institutions have $5.43B invested in RB Global in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 73 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $3.82M

77% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 73

1.31% more ownership

Funds ownership: 82.18%83.49% (+1.3%)

8% less funds holding

Funds holding: 284262 (-22)

13% less capital invested

Capital invested by funds: $6.27B → $5.43B (-$838M)

33% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-22
Holders Change %
-7.75%
% of All Funds
4.6%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
37
Increased
129
Reduced
73
Closed
55
Calls
$25.1M
Puts
$3.82M
Net Calls
+$21.3M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
201
Integrated Investment Consultants
Michigan
$259K
CWP
202
CFM Wealth Partners
Texas
$251K -$19.9K -340 -7%
NEI
203
Northwest & Ethical Investments
Ontario, Canada
$248K +$15.5K +264 +7%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$246K +$246K +4,194 New
Cerity Partners
205
Cerity Partners
New York
$242K +$243K +4,141 New
Principal Financial Group
206
Principal Financial Group
Iowa
$234K -$2.06M -35,102 -90%
WF
207
WoodTrust Financial
Wisconsin
$231K -$11.7K -200 -5%
GH
208
GAM Holding
Switzerland
$204K +$204K +3,482 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$197K +$54.2K +925 +38%
CFGS
210
Concourse Financial Group Securities
Alabama
$188K +$54.4K +927 +41%
ST
211
Sageworth Trust
Pennsylvania
$175K +$175K +2,985 New
IA
212
IFP Advisors
Florida
$158K +$31.5K +538 +26%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$153K +$28.3K +482 +23%
FHA
214
First Horizon Advisors
Tennessee
$124K +$27.3K +466 +28%
TF
215
Tompkins Financial
New York
$72K
ST
216
Smithfield Trust
Pennsylvania
$70K
GWM
217
Geneos Wealth Management
Colorado
$63K -$5.92K -101 -9%
GC
218
Giverny Capital
Quebec, Canada
$63K
CFB
219
Cullen/Frost Bankers
Texas
$61K
AssetMark Inc
220
AssetMark Inc
California
$61K +$469 +8 +0.8%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$59K -$715K -12,200 -92%
GIBU
222
Gulf International Bank (UK)
United Kingdom
$59K -$93.1K -1,588 -61%
HNB
223
Huntington National Bank
Ohio
$59K +$8.33K +142 +16%
Lazard Asset Management
224
Lazard Asset Management
New York
$54K
QCG
225
Quadrant Capital Group
Ohio
$54K +$410 +7 +0.8%