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RB Global

391 hedge funds and large institutions have $10B invested in RB Global in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $2.87M

10% more capital invested

Capital invested by funds: $9.15B → $10B (+$888M)

3.67% more ownership

Funds ownership: 88.19%91.87% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 140

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less funds holding

Funds holding: 455391 (-64)

58% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 111

Holders
391
Holders Change
-64
Holders Change %
-14.07%
% of All Funds
6.14%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
47
Increased
149
Reduced
140
Closed
111
Calls
$16.6M
Puts
$2.87M
Net Calls
+$13.7M
Net Calls Change
+$53M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Achmea Investment Management
Netherlands
$1.13M -$57.1K -1,012 -5%
Franklin Resources
202
Franklin Resources
California
$1.1M -$67.7M -1,201,457 -98%
LWAM
203
Legacy Wealth Asset Management
Minnesota
$1.07M +$58.2K +1,032 +6%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$1.02M -$1.52M -26,913 -61%
Bessemer Group
205
Bessemer Group
New Jersey
$1M -$71.4M -1,265,720 -99%
II
206
Inspire Investing
Idaho
$973K +$915K +16,224 New
FA
207
FDx Advisors
Illinois
$965K +$422K +7,480 +87%
LPL Financial
208
LPL Financial
California
$936K -$19.5K -346 -2%
WP
209
WealthSource Partners
California
$936K +$257K +4,550 +41%
VAS
210
Vestmark Advisory Solutions
Massachusetts
$908K -$43.2K -767 -5%
BCI
211
Brinker Capital Investments
Pennsylvania
$892K +$13.4K +237 +2%
OPS
212
Orion Portfolio Solutions
Nebraska
$892K +$13.4K +237 +2%
CB
213
Commerce Bank
Missouri
$886K +$148K +2,625 +22%
MSRPS
214
Maryland State Retirement & Pension System
Maryland
$861K +$504K +8,935 +165%
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$858K -$9.17M -162,593 -92%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$849K +$81.9K +1,453 +11%
CAM
217
Claret Asset Management
Quebec, Canada
$839K +$143K +2,536 +22%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$820K -$85.2K -1,511 -10%
VFA
219
Voya Financial Advisors
Connecticut
$819K -$74.8K -1,326 -9%
Assenagon Asset Management
220
Assenagon Asset Management
Luxembourg
$818K +$167K +2,954 +28%
EGM
221
Engineers Gate Manager
New York
$799K +$751K +13,320 New
JF
222
Jump Financial
Illinois
$791K -$6.1M -108,222 -89%
IWP
223
Icon Wealth Partners
Texas
$787K -$137K -2,430 -16%
DT
224
Diversified Trust
Tennessee
$761K +$83.5K +1,481 +13%
RI
225
Ridgewood Investments
New Jersey
$744K +$124K +2,208 +22%

RBA Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2023, worth a combined $10B — up 9.7% from $9.15B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of RBA and 47 opened new positions — a net loss of 64 holders — while 140 trimmed existing stakes and 149 added.

The largest buyer was BlackRock, adding an estimated $271M. The largest seller was Luxor Capital Group, exiting entirely with an estimated $216M sold.

  • 391 institutional investors held RB Global (RBA) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $10B of RB Global stock for Q2 2023, up 9.7% quarter-over-quarter.
  • 47 funds opened new RB Global positions in Q2 2023 and 111 closed out, a net change of -64 holders.
  • The largest RB Global buyer in Q2 2023 was BlackRock, an estimated $271M added.
  • The largest RB Global seller in Q2 2023 was Luxor Capital Group, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2023.