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RB Global

266 hedge funds and large institutions have $5.73B invested in RB Global in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $1.24M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

6% more capital invested

Capital invested by funds: $5.4B → $5.73B (+$338M)

1.32% more ownership

Funds ownership: 82.05%83.36% (+1.3%)

3% less funds holding

Funds holding: 275266 (-9)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
107
Reduced
86
Closed
35
Calls
$9.03M
Puts
$1.24M
Net Calls
+$7.79M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$752M +$6.1M +99,917 +0.8%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$394M +$4.73M +77,438 +1%
RP
3
Riverbridge Partners
Minnesota
$287M +$573K +9,376 +0.2%
Invesco
4
Invesco
Georgia
$271M +$20.2M +329,904 +8%
ACH
5
ArrowMark Colorado Holdings
Colorado
$257M +$6.89M +112,742 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$218M +$7.19M +117,644 +3%
EAM
7
Eagle Asset Management
Florida
$211M -$7.57M -123,873 -3%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$200M -$41.3M -676,101 -17%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$168M -$8.54M -139,836 -5%
IFP
10
Independent Franchise Partners
United Kingdom
$164M +$163M +2,660,192 New
CIP
11
Champlain Investment Partners
Vermont
$149M +$1.91M +31,195 +1%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$148M +$159K +2,595 +0.1%
Ameriprise
13
Ameriprise
Minnesota
$138M -$5.01M -82,065 -4%
MIP
14
Mondrian Investment Partners
United Kingdom
$133M +$14.9M +243,487 +17%
VAM
15
Vontobel Asset Management
New York
$115M +$2.04M +33,462 +2%
Bank of America
16
Bank of America
North Carolina
$100M -$3.77M -61,686 -4%
GKIM
17
GW&K Investment Management
Massachusetts
$99.4M -$13.3M -217,801 -12%
PC
18
Pelham Capital
United Kingdom
$98.3M
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$92.7M +$2.35M +38,492 +3%
LCG
20
Luxor Capital Group
New York
$92.4M -$34.8M -570,273 -28%
JP Morgan Chase
21
JP Morgan Chase
New York
$80.2M +$52.6M +860,481 +196%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$72.4M +$1.9M +31,103 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$69.4M +$5.4M +88,319 +9%
BGC
24
Beutel, Goodman & Co
Ontario, Canada
$68.2M +$67.5M +1,104,964 New
Norges Bank
25
Norges Bank
Norway
$62.1M -$2.55M -41,725 -4%

RBA Hedge Fund Activity: Q3 2021 in Review

266 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2021, worth a combined $5.73B — up 6.3% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RBA and 30 opened new positions — a net loss of 5 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $163M. The largest seller was William Blair Investment Management, cutting an estimated $41.3M.

  • 266 institutional investors held RB Global (RBA) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $5.73B of RB Global stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 30 funds opened new RB Global positions in Q3 2021 and 35 closed out, a net change of -5 holders.
  • The largest RB Global buyer in Q3 2021 was Independent Franchise Partners, an estimated $163M added.
  • The largest RB Global seller in Q3 2021 was William Blair Investment Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.