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RB Global

284 hedge funds and large institutions have $6.27B invested in RB Global in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,191% more call options, than puts

Call options by funds: $147M | Put options by funds: $6.42M

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

17% more capital invested

Capital invested by funds: $5.38B → $6.27B (+$889M)

4% more funds holding

Funds holding: 274284 (+10)

0.02% more ownership

Funds ownership: 82.16%82.18% (+0.02%)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
284
Holders Change
+10
Holders Change %
+3.65%
% of All Funds
5.03%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
45
Increased
101
Reduced
103
Closed
32
Calls
$147M
Puts
$6.42M
Net Calls
+$141M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$747M -$12.5M -188,189 -2%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$505M -$14M -211,628 -3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$435M +$652K +9,856 +0.2%
ACH
4
ArrowMark Colorado Holdings
Colorado
$303M +$418K +6,313 +0.1%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$277M -$13.1M -197,563 -5%
RP
6
Riverbridge Partners
Minnesota
$262M +$13.1M +197,761 +6%
LCG
7
Luxor Capital Group
New York
$239M -$25.3M -382,844 -10%
Vanguard Group
8
Vanguard Group
Pennsylvania
$225M -$1.21M -18,302 -0.6%
EAM
9
Eagle Asset Management
Florida
$202M -$25M -377,917 -12%
CTA
10
Carillon Tower Advisers
Florida
$162M +$71.5M +1,079,537 +86%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$141M +$25.6M +386,831 +24%
Fidelity International
12
Fidelity International
Bermuda
$129M +$47M +709,247 +62%
Renaissance Technologies
13
Renaissance Technologies
New York
$127M -$27.2M -410,800 -18%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$120M -$18.1M -273,923 -13%
GKIM
15
GW&K Investment Management
Massachusetts
$119M -$10.1M -151,988 -8%
Ameriprise
16
Ameriprise
Minnesota
$112M -$1.92M -29,062 -2%
Bank of America
17
Bank of America
North Carolina
$96.7M +$1.52M +23,034 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$89M -$13.4M -203,063 -14%
Norges Bank
19
Norges Bank
Norway
$83.5M
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$82M -$807K -12,184 -1%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.2M +$21.3M +322,445 +56%
Morgan Stanley
22
Morgan Stanley
New York
$72.9M +$22.1M +334,140 +47%
MAMU
23
Marathon Asset Management (UK)
United Kingdom
$71M -$23.2M -351,066 -26%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$69.9M +$13.1M +197,310 +24%
Invesco
25
Invesco
Georgia
$68.3M +$13.3M +200,711 +26%

RBA Hedge Fund Activity: Q4 2020 in Review

284 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2020, worth a combined $6.27B — up 17% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new RBA positions and 32 closed out — a net gain of 13 holders — while 101 added to existing stakes and 103 trimmed.

The largest buyer was Carillon Tower Advisers, adding an estimated $71.5M. The largest seller was Aberdeen Group, cutting an estimated $29.1M.

  • 284 institutional investors held RB Global (RBA) as of Q4 2020, up from 274 in Q3 2020.
  • Funds reported $6.27B of RB Global stock for Q4 2020, up 17% quarter-over-quarter.
  • 45 funds opened new RB Global positions in Q4 2020 and 32 closed out, a net change of +13 holders.
  • The largest RB Global buyer in Q4 2020 was Carillon Tower Advisers, an estimated $71.5M added.
  • The largest RB Global seller in Q4 2020 was Aberdeen Group, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2020.