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RB Global

408 hedge funds and large institutions have $12.6B invested in RB Global in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $29.1M

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.2B)

3% more funds holding

Funds holding: 396408 (+12)

3.13% less ownership

Funds ownership: 93.02%89.89% (-3.1%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

27% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 172

Holders
408
Holders Change
+12
Holders Change %
+3.03%
% of All Funds
5.88%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
53
Increased
125
Reduced
172
Closed
38
Calls
$41.8M
Puts
$29.1M
Net Calls
+$12.7M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$929K +$852K +12,200 New
MML Investors Services
202
MML Investors Services
Massachusetts
$890K -$161K -2,298 -16%
AB
203
Amalgamated Bank
New York
$885K -$891K -12,753 -52%
Creative Planning
204
Creative Planning
Kansas
$872K +$203K +2,906 +34%
BCM
205
Bayesian Capital Management
New York
$865K +$793K +11,354 New
Cerity Partners
206
Cerity Partners
New York
$855K +$575K +8,226 +274%
WC
207
Weil Company
California
$851K +$780K +11,173 New
DA
208
Duality Advisers
Florida
$842K +$772K +11,058 New
PCS
209
Personal CFO Solutions
New Jersey
$841K +$771K +11,043 New
Fidelity Investments
210
Fidelity Investments
Massachusetts
$808K +$54.6K +782 +8%
FA
211
FDx Advisors
Illinois
$797K -$41.7K -597 -5%
GAM
212
Gotham Asset Management
New York
$795K +$13.6K +194 +2%
URS
213
Utah Retirement Systems
Utah
$764K
AIM
214
Aigen Investment Management
New York
$752K +$689K +9,869 New
Walleye Trading
215
Walleye Trading
New York
$752K -$4.03M -57,678 -85%
GS
216
GTS Securities
New York
$746K +$684K +9,797 New
LOAMS
217
Lombard Odier Asset Management (Switzerland)
Switzerland
$732K +$679K +9,713 New
AG
218
Ascent Group
Virginia
$717K +$15.7K +225 +2%
IWA
219
Icon Wealth Advisors
Texas
$715K -$75.4K -1,080 -10%
WG
220
Winton Group
United Kingdom
$715K +$656K +9,384 New
VFA
221
Voya Financial Advisors
Connecticut
$708K -$226K -3,236 -26%
MIM
222
MetLife Investment Management
New Jersey
$707K +$1.96K +28 +0.3%
PAS
223
Park Avenue Securities
New York
$678K -$157K -2,241 -20%
SAM
224
Shell Asset Management
Netherlands
$677K -$908K -13,000 -59%
LWAM
225
Legacy Wealth Asset Management
Minnesota
$655K +$7.61K +109 +1%

RBA Hedge Fund Activity: Q1 2024 in Review

408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2024, worth a combined $12.6B — up 11% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RBA positions and 38 closed out — a net gain of 15 holders — while 125 added to existing stakes and 172 trimmed.

The largest buyer was Vanguard Group, adding an estimated $80.6M. The largest seller was Independent Franchise Partners, cutting an estimated $102M.

  • 408 institutional investors held RB Global (RBA) as of Q1 2024, up from 396 in Q4 2023.
  • Funds reported $12.6B of RB Global stock for Q1 2024, up 11% quarter-over-quarter.
  • 53 funds opened new RB Global positions in Q1 2024 and 38 closed out, a net change of +15 holders.
  • The largest RB Global buyer in Q1 2024 was Vanguard Group, an estimated $80.6M added.
  • The largest RB Global seller in Q1 2024 was Independent Franchise Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.