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RB Global
RBA

Overview Fund Activity

287 hedge funds and large institutions have $5.53B invested in RB Global in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
4.43%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
47
Increased
101
Reduced
100
Closed
23
Calls
$1.9M
Puts
$1.43M
Net Calls
+$471K
Net Calls Change
-$7.32M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$205M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$94.4M
3
BFM
3
Boston Financial Management
Massachusetts
$17.9M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$74.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.1M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$648M
2
PC
2
Pelham Capital
United Kingdom
$30.4M
3
MIP
3
Mondrian Investment Partners
United Kingdom
$79.4M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$354M
5
Invesco
5
Invesco
Georgia
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
201
Hengehold Capital Management
Ohio
$322K -$2.75K -45 -0.8%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$321K -$673 -11 -0.2%
S
203
SimplyRich
California
$300K – – –
RJFSA
204
Raymond James Financial Services Advisors
Florida
$295K -$131K -2,132 -31%
BF
205
BOK Financial
Oklahoma
$294K – – –
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$287K -$6.74K -110 -2%
Aviva
207
Aviva
United Kingdom
$286K -$866K -14,160 -75%
HR
208
Hardy Reed
Mississippi
$285K – – –
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$274K +$8.07K +132 +3%
AR
210
Advisory Research
Illinois
$274K +$274K +4,475 New
EWA
211
Exencial Wealth Advisors
Oklahoma
$267K -$2.09M -34,118 -89%
IIC
212
Integrated Investment Consultants
Michigan
$267K -$3.55K -58 -1%
FC
213
FORA Capital
Florida
$264K +$264K +4,318 New
KAS
214
Kestra Advisory Services
Texas
$264K +$264K +4,319 New
FCI
215
Financial Counselors Inc
Kansas
$249K -$26.6K -435 -10%
WA
216
Wealth Alliance
New York
$246K +$23.8K +389 +11%
LC
217
Lindbrook Capital
California
$246K +$223K +3,650 +981%
IA
218
IFP Advisors
Florida
$227K +$10.9K +167 +5%
CFGS
219
Concourse Financial Group Securities
Alabama
$226K -$14.6K -238 -6%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$219K +$2.99K +49 +1%
FT
221
Fiduciary Trust
Massachusetts
$218K -$23.1K -377 -10%
PI
222
PEAK6 Investments
Illinois
$217K -$53.5K -874 -20%
AAS
223
Avantax Advisory Services
Texas
$216K +$216K +3,529 New
PM
224
Pembroke Management
Quebec, Canada
$204K +$204K +2,630 New
FRM
225
Fox Run Management
Connecticut
$203K +$203K +3,316 New
7 8
9
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