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RB Global
RBA

Overview Fund Activity

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.

Holders
262
Holders Change
-22
Holders Change %
-7.75%
% of All Funds
4.61%
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

Top Buyers

1
Invesco
1
Invesco
Georgia
$211M
2
VAM
2
Vontobel Asset Management
New York
$96.4M
3
CIP
3
Champlain Investment Partners
Vermont
$140M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$712M
5
MIP
5
Mondrian Investment Partners
United Kingdom
$118M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$188M
2
Fidelity International
2
Fidelity International
Bermuda
$18.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$28.1M
4
TPM
4
Triasima Portfolio Management
Quebec, Canada
$0
5
LCG
5
Luxor Capital Group
New York
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
IIC
201
Integrated Investment Consultants
Michigan
$259K 4,421 – –
CWP
202
CFM Wealth Partners
Texas
$251K 4,292 -340 -7%
NEI
203
Northwest & Ethical Investments
Ontario, Canada
$248K 4,230 +264 +7%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$246K 4,194 +4,194 New
Cerity Partners
205
Cerity Partners
New York
$242K 4,141 +4,141 New
Principal Financial Group
206
Principal Financial Group
Iowa
$234K 4,000 -35,102 -90%
WF
207
WoodTrust Financial
Wisconsin
$231K 3,950 -200 -5%
GH
208
GAM Holding
Switzerland
$204K 3,482 +3,482 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$197K 3,361 +925 +38%
CFGS
210
Concourse Financial Group Securities
Alabama
$188K 3,203 +927 +41%
ST
211
Sageworth Trust
Pennsylvania
$175K 2,985 +2,985 New
IA
212
IFP Advisors
Florida
$158K 2,630 +538 +26%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$153K 2,614 +482 +23%
FHA
214
First Horizon Advisors
Tennessee
$124K 2,130 +466 +28%
TF
215
Tompkins Financial
New York
$72K 1,226 – –
ST
216
Smithfield Trust
Pennsylvania
$70K 1,200 – –
GWM
217
Geneos Wealth Management
Colorado
$63K 1,002 -101 -9%
GC
218
Giverny Capital
Quebec, Canada
$63K 1,070 – –
CFB
219
Cullen/Frost Bankers
Texas
$61K 1,043 – –
AssetMark Inc
220
AssetMark Inc
California
$61K 1,041 +8 +0.8%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$59K 1,000 -12,200 -92%
GIBU
222
Gulf International Bank (UK)
United Kingdom
$59K 1,020 -1,588 -61%
HNB
223
Huntington National Bank
Ohio
$59K 1,015 +142 +16%
Lazard Asset Management
224
Lazard Asset Management
New York
$54K 932 – –
QCG
225
Quadrant Capital Group
Ohio
$54K 914 +7 +0.8%
7 8
9
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