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RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
201
Heritage Wealth Management (Arizona)
Arizona
$654K +$330K +5,663 +100%
Simplex Trading
202
Simplex Trading
Illinois
$653K +$658K +11,293 New
DT
203
Diversified Trust
Tennessee
$649K -$45.2K -777 -6%
WCA
204
Waratah Capital Advisors
Ontario, Canada
$643K +$649K +11,138 New
Assenagon Asset Management
205
Assenagon Asset Management
Luxembourg
$627K +$69.9K +1,200 +12%
SNT
206
SIG North Trading
Pennsylvania
$622K -$1.21M -20,861 -66%
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$614K -$54.8K -941 -8%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$578K +$450K +7,723 +340%
CAM
209
Claret Asset Management
Quebec, Canada
$553K
BAM
210
Burgundy Asset Management
Ontario, Canada
$552K
AIM
211
Achmea Investment Management
Netherlands
$536K +$184K +3,162 +47%
AIM
212
Aigen Investment Management
New York
$531K +$535K +9,189 New
FRM
213
Fox Run Management
Connecticut
$528K +$532K +9,131 New
KLC
214
Knowledge Leaders Capital
Colorado
$525K +$139K +2,394 +36%
CS
215
Candriam SCA
Luxembourg
$524K +$528K +9,074 New
BRWA
216
B. Riley Wealth Advisors
Florida
$513K +$516K +8,865 New
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$500K +$1.98K +34 +0.4%
FA
218
FDx Advisors
Illinois
$498K -$79.7K -1,369 -14%
AIM
219
Arcadia Investment Management
Michigan
$478K +$65.8K +1,130 +16%
AllianceBernstein
220
AllianceBernstein
Tennessee
$469K +$27.1K +465 +6%
Prudential Financial
221
Prudential Financial
New Jersey
$467K -$200K -3,428 -30%
HHAA
222
Henry H. Armstrong Associates
Pennsylvania
$462K +$26.2K +450 +6%
AG
223
Ascent Group
Virginia
$454K -$24.5K -421 -5%
BWM
224
Baron Wealth Management
Michigan
$454K +$457K +7,842 New
Arrowstreet Capital
225
Arrowstreet Capital
Massachusetts
$451K +$455K +7,818 New

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.