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RB Global

305 hedge funds and large institutions have $5.91B invested in RB Global in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $3.59M

148% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 25

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

12% more funds holding

Funds holding: 272305 (+33)

7% more capital invested

Capital invested by funds: $5.51B → $5.91B (+$396M)

0.89% less ownership

Funds ownership: 84.04%83.15% (-0.89%)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 106

Holders
305
Holders Change
+33
Holders Change %
+12.13%
% of All Funds
5.14%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
62
Increased
98
Reduced
106
Closed
25
Calls
$29.2M
Puts
$3.59M
Net Calls
+$25.6M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$487M -$69.5M -1,184,882 -14%
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$388M +$28.2M +481,301 +9%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$282M -$79.3M -1,350,748 -24%
RP
4
Riverbridge Partners
Minnesota
$263M -$44.8M -764,056 -16%
Invesco
5
Invesco
Georgia
$263M -$36.2M -617,257 -13%
ACH
6
ArrowMark Colorado Holdings
Colorado
$247M -$7.98M -135,921 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$245M +$3.98M +67,888 +2%
Fidelity International
8
Fidelity International
Bermuda
$225M +$119M +2,023,102 +141%
EAM
9
Eagle Asset Management
Florida
$211M -$2.22M -37,881 -1%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$179M +$329K +5,599 +0.2%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$174M +$34M +579,763 +28%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$166M +$17.5M +298,516 +13%
IFP
13
Independent Franchise Partners
United Kingdom
$161M -$10.9M -185,510 -7%
CIP
14
Champlain Investment Partners
Vermont
$157M +$6.23M +106,145 +5%
Ameriprise
15
Ameriprise
Minnesota
$140M -$14.6M -248,581 -10%
VAM
16
Vontobel Asset Management
New York
$140M +$1.48M +25,167 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$112M -$10.5M -179,675 -9%
GKIM
18
GW&K Investment Management
Massachusetts
$109M -$1.88M -32,067 -2%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$105M -$59.3M -1,010,744 -39%
Capital Research Global Investors
20
Capital Research Global Investors
California
$100M
LCG
21
Luxor Capital Group
New York
$91.7M +$82.7M +1,408,741 New
Bank of America
22
Bank of America
North Carolina
$86M -$11.8M -200,368 -13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$75.1M +$6.25M +106,540 +10%
MIP
24
Mondrian Investment Partners
United Kingdom
$73.9M -$25.1M -427,450 -33%
MAMU
25
Marathon Asset Management (UK)
United Kingdom
$73.5M -$1.91M -32,572 -3%

RBA Hedge Fund Activity: Q2 2022 in Review

305 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2022, worth a combined $5.91B — up 7.2% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new RBA positions and 25 closed out — a net gain of 37 holders — while 98 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity International, adding an estimated $119M. The largest seller was Janus Henderson Group, cutting an estimated $79.3M.

  • 305 institutional investors held RB Global (RBA) as of Q2 2022, up from 272 in Q1 2022.
  • Funds reported $5.91B of RB Global stock for Q2 2022, up 7.2% quarter-over-quarter.
  • 62 funds opened new RB Global positions in Q2 2022 and 25 closed out, a net change of +37 holders.
  • The largest RB Global buyer in Q2 2022 was Fidelity International, an estimated $119M added.
  • The largest RB Global seller in Q2 2022 was Janus Henderson Group, an estimated $79.3M sold.

Based on aggregated 13F filings for Q2 2022.