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RB Global

385 hedge funds and large institutions have $10.9B invested in RB Global in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $10.7M

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$890M)

3.62% more ownership

Funds ownership: 91.87%95.49% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 391385 (-6)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 159

Holders
385
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
120
Reduced
159
Closed
50
Calls
$42.3M
Puts
$10.7M
Net Calls
+$31.6M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
201
Brinker Capital Investments
Pennsylvania
$1.03M +$96.2K +1,561 +10%
OPS
202
Orion Portfolio Solutions
Nebraska
$1.03M +$96.2K +1,561 +10%
UBS Group
203
UBS Group
Switzerland
$1.01M -$1.13M -18,368 -53%
TPM
204
Triasima Portfolio Management
Quebec, Canada
$970K
WP
205
WealthSource Partners
California
$963K -$11.6K -188 -1%
II
206
Inspire Investing
Idaho
$959K -$54.2K -880 -5%
CB
207
Commerce Bank
Missouri
$926K +$2.9K +47 +0.3%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$908K +$52.7K +856 +6%
FA
209
FDx Advisors
Illinois
$900K -$104K -1,683 -10%
MSRPS
210
Maryland State Retirement & Pension System
Maryland
$897K
VFA
211
Voya Financial Advisors
Connecticut
$889K +$22.2K +361 +3%
CAM
212
Claret Asset Management
Quebec, Canada
$889K +$14.7K +238 +2%
MML Investors Services
213
MML Investors Services
Massachusetts
$881K -$612K -9,926 -41%
Bessemer Group
214
Bessemer Group
New Jersey
$865K -$174K -2,822 -17%
QCM
215
Quantinno Capital Management
New York
$848K +$836K +13,562 New
AC
216
AXQ Capital
New Jersey
$844K +$832K +13,500 New
Assenagon Asset Management
217
Assenagon Asset Management
Luxembourg
$810K -$45.5K -738 -5%
IWP
218
Icon Wealth Partners
Texas
$808K -$11.7K -190 -1%
Franklin Resources
219
Franklin Resources
California
$791K -$355K -5,758 -31%
RI
220
Ridgewood Investments
New Jersey
$772K -$2.9K -47 -0.4%
PAS
221
Park Avenue Securities
New York
$755K -$522K -8,480 -41%
Prudential Financial
222
Prudential Financial
New Jersey
$754K -$3.88K -63 -0.5%
Barclays
223
Barclays
United Kingdom
$740K +$93K +1,509 +15%
AWM
224
Avior Wealth Management
Nebraska
$733K
Renaissance Technologies
225
Renaissance Technologies
New York
$693K +$683K +11,084 New

RBA Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2023, worth a combined $10.9B — up 8.9% from $10B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RBA and 49 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 120 added.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was Discerene Group, cutting an estimated $69.4M.

  • 385 institutional investors held RB Global (RBA) as of Q3 2023, down from 391 in Q2 2023.
  • Funds reported $10.9B of RB Global stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 49 funds opened new RB Global positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest RB Global buyer in Q3 2023 was Vanguard Group, an estimated $826M added.
  • The largest RB Global seller in Q3 2023 was Discerene Group, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2023.