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RB Global

220 hedge funds and large institutions have $3.4B invested in RB Global in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 95 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

2.59% less ownership

Funds ownership: 92.43%89.84% (-2.6%)

13% less funds holding

Funds holding: 254220 (-34)

20% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 95

21% less capital invested

Capital invested by funds: $4.33B → $3.4B (-$930M)

55% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 53

97% less call options, than puts

Call options by funds: $34K | Put options by funds: $1.04M

Holders
220
Holders Change
-34
Holders Change %
-13.39%
% of All Funds
4.85%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
24
Increased
76
Reduced
95
Closed
53
Calls
$34K
Puts
$1.04M
Net Calls
-$1.01M
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$379M +$13.3M +332,986 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$354M -$820K -20,514 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$212M -$62.1M -1,554,800 -20%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$211M -$116K -2,905 -0%
ACH
5
ArrowMark Colorado Holdings
Colorado
$146M +$14.4M +360,633 +9%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$128M +$4.08M +102,239 +3%
EAM
7
Eagle Asset Management
Florida
$126M -$1.24M -31,102 -0.8%
RP
8
Riverbridge Partners
Minnesota
$118M -$1.33M -33,354 -1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$112M +$9.94M +248,893 +8%
CTA
10
Carillon Tower Advisers
Florida
$91.3M
Renaissance Technologies
11
Renaissance Technologies
New York
$80.7M +$42.9M +1,072,906 +83%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$78.2M +$10.1M +253,420 +13%
CIP
13
Champlain Investment Partners
Vermont
$70.3M +$4.67M +116,825 +6%
GKIM
14
GW&K Investment Management
Massachusetts
$67M -$745K -18,655 -0.9%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$66.3M -$16.8M -420,951 -18%
MIP
16
Mondrian Investment Partners
United Kingdom
$62.7M -$395K -9,897 -0.8%
Norges Bank
17
Norges Bank
Norway
$55.9M -$1.13M -28,399 -2%
Ameriprise
18
Ameriprise
Minnesota
$54.7M -$23.9M -597,867 -27%
MAMU
19
Marathon Asset Management (UK)
United Kingdom
$53.2M -$323K -8,081 -0.5%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$50.8M -$2.49M -62,219 -4%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$46.8M -$2.67M -66,794 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$46.6M +$23.9M +597,557 +78%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$46.4M -$503K -12,581 -0.9%
Bank of America
24
Bank of America
North Carolina
$45.8M -$1.71M -42,690 -3%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$45M +$6.07M +151,827 +13%

RBA Hedge Fund Activity: Q1 2020 in Review

220 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2020, worth a combined $3.4B — down 21% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of RBA and 24 opened new positions — a net loss of 29 holders — while 95 trimmed existing stakes and 76 added.

The largest buyer was Renaissance Technologies, adding an estimated $42.9M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $62.1M.

  • 220 institutional investors held RB Global (RBA) as of Q1 2020, down from 254 in Q4 2019.
  • Funds reported $3.4B of RB Global stock for Q1 2020, down 21% quarter-over-quarter.
  • 24 funds opened new RB Global positions in Q1 2020 and 53 closed out, a net change of -29 holders.
  • The largest RB Global buyer in Q1 2020 was Renaissance Technologies, an estimated $42.9M added.
  • The largest RB Global seller in Q1 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2020.