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RB Global

266 hedge funds and large institutions have $5.73B invested in RB Global in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $1.24M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

6% more capital invested

Capital invested by funds: $5.4B → $5.73B (+$338M)

1.32% more ownership

Funds ownership: 82.05%83.36% (+1.3%)

3% less funds holding

Funds holding: 275266 (-9)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
107
Reduced
86
Closed
35
Calls
$9.03M
Puts
$1.24M
Net Calls
+$7.79M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
201
American Century Companies
Missouri
$261K +$259K +4,235 New
ONB
202
Old National Bancorp
Indiana
$254K -$49.5K -811 -16%
FT
203
Fiduciary Trust
Massachusetts
$243K +$240K +3,935 New
CFGS
204
Concourse Financial Group Securities
Alabama
$242K +$20.6K +337 +9%
WA
205
Wealth Alliance
New York
$224K +$222K +3,632 New
PFBT
206
Parkside Financial Bank & Trust
Missouri
$219K +$855 +14 +0.4%
IA
207
IFP Advisors
Florida
$217K +$39.5K +646 +24%
HAG
208
HighPoint Advisor Group
Illinois
$203K +$201K +3,297 New
Skandinaviska Enskilda Banken (SEB)
209
Skandinaviska Enskilda Banken (SEB)
Sweden
$191K +$189K +3,094 New
ST
210
Sageworth Trust
Pennsylvania
$184K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$161K
FHA
212
First Horizon Advisors
Tennessee
$120K -$733 -12 -0.6%
GIBU
213
Gulf International Bank (UK)
United Kingdom
$109K +$45.8K +750 +74%
TRCT
214
Tower Research Capital (TRC)
New York
$101K +$26.8K +438 +36%
QCG
215
Quadrant Capital Group
Ohio
$90K +$12.2K +199 +16%
S
216
SignatureFD
Georgia
$77K +$42.4K +694 +125%
ST
217
Smithfield Trust
Pennsylvania
$74K
GC
218
Giverny Capital
Quebec, Canada
$66K
CA
219
Clearstead Advisors
Ohio
$64K +$22.1K +361 +53%
AssetMark Inc
220
AssetMark Inc
California
$63K +$489 +8 +0.8%
CFB
221
Cullen/Frost Bankers
Texas
$61K
PCG
222
Private Capital Group
Connecticut
$55K -$4.52K -74 -8%
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$49.6K +$49.1K +804 New
FPS
224
Fieldpoint Private Securities
Connecticut
$49K
HNB
225
Huntington National Bank
Ohio
$47K -$916 -15 -2%

RBA Hedge Fund Activity: Q3 2021 in Review

266 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2021, worth a combined $5.73B — up 6.3% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RBA and 30 opened new positions — a net loss of 5 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $163M. The largest seller was William Blair Investment Management, cutting an estimated $41.3M.

  • 266 institutional investors held RB Global (RBA) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $5.73B of RB Global stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 30 funds opened new RB Global positions in Q3 2021 and 35 closed out, a net change of -5 holders.
  • The largest RB Global buyer in Q3 2021 was Independent Franchise Partners, an estimated $163M added.
  • The largest RB Global seller in Q3 2021 was William Blair Investment Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.