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RB Global
RBA

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89% → 94.63% (+4.7%)

3% more funds holding

Funds holding: 408 → 420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
+$573M
2
BlackRock
BlackRock
New York
+$568M
3
State Street
State Street
Massachusetts
+$163M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$59M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$162M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
AA
Ancora Advisors
Ohio
-$104M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.2M
5
RP
Riverbridge Partners
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
201
Cubist Systematic Strategies
Connecticut
$1.32M +$915K +12,210 +239%
OLA
202
Oliver Luxxe Assets
New Jersey
$1.3M +$1.28M +17,056 New
Osaic Holdings
203
Osaic Holdings
Arizona
$1.26M +$8.24K +110 +0.7%
Pathstone Holdings
204
Pathstone Holdings
New Jersey
$1.25M +$118K +1,574 +11%
AAF
205
Andra AP-fonden
Sweden
$1.24M +$892K +11,900 New
Bessemer Group
206
Bessemer Group
New Jersey
$1.23M -$20.2K -269 -2%
Creative Planning
207
Creative Planning
Kansas
$1.19M +$306K +4,081 +36%
BCI
208
Brinker Capital Investments
Pennsylvania
$1.13M -$43.6K -582 -4%
OPS
209
Orion Portfolio Solutions
Nebraska
$1.13M -$43.6K -582 -4%
SAM
210
Securian Asset Management
Minnesota
$1.12M +$1.1M +14,652 New
Victory Capital Management
211
Victory Capital Management
Texas
$1.1M +$1.08M +14,373 New
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$1.1M – – –
UIM
213
USS Investment Management
United Kingdom
$1.05M – – –
AWM
214
Avior Wealth Management
Nebraska
$1.04M +$68.9K +920 +7%
OQS
215
Occudo Quantitative Strategies
Florida
$1.03M +$619K +8,258 +157%
CB
216
Commerce Bank
Missouri
$1.03M -$102K -1,367 -9%
California State Teachers Retirement System (CalSTRS)
217
California State Teachers Retirement System (CalSTRS)
California
$1.02M -$379K -5,060 -27%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$991K +$28.6K +382 +3%
II
219
Inspire Investing
Idaho
$979K -$145K -1,941 -13%
Franklin Resources
220
Franklin Resources
California
$977K -$4.35K -58 -0.5%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$960K -$291K -3,885 -24%
Verition Fund Management
222
Verition Fund Management
Connecticut
$955K +$937K +12,501 New
BB
223
Bell Bank
North Dakota
$892K -$176K -2,346 -17%
OIA
224
OneDigital Investment Advisors
Kansas
$883K +$639K +8,522 +280%
CGH
225
Crossmark Global Holdings
Texas
$883K +$867K +11,569 New
7 8
9
10 11

RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.