We are live on ! Find out more
RBA icon

RB Global

352 hedge funds and large institutions have $5.68B invested in RB Global in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

68% more call options, than puts

Call options by funds: $71.7M | Put options by funds: $42.7M

12% more funds holding

Funds holding: 315352 (+37)

2.8% more ownership

Funds ownership: 86.04%88.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less capital invested

Capital invested by funds: $5.83B → $5.68B (-$151M)

20% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 135

Holders
352
Holders Change
+37
Holders Change %
+11.75%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
80
Increased
108
Reduced
135
Closed
37
Calls
$71.7M
Puts
$42.7M
Net Calls
+$29M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$447M +$27.8M +477,300 +7%
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$333M -$3.58M -61,490 -1%
IFP
3
Independent Franchise Partners
United Kingdom
$283M +$162M +2,780,678 +132%
ACH
4
ArrowMark Colorado Holdings
Colorado
$249M +$51.2M +880,158 +26%
LCG
5
Luxor Capital Group
New York
$243M +$120M +2,060,511 +96%
RP
6
Riverbridge Partners
Minnesota
$236M -$6.85M -117,563 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$231M +$5.12M +88,005 +2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$220M -$224M -3,841,206 -50%
EAM
9
Eagle Asset Management
Florida
$212M +$25.3M +435,255 +13%
VAM
10
Vontobel Asset Management
New York
$147M +$31.5M +541,267 +29%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$142M +$701K +12,037 +0.5%
Invesco
12
Invesco
Georgia
$121M -$79.1M -1,359,073 -39%
CIP
13
Champlain Investment Partners
Vermont
$107M -$2.83M -48,525 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$99.9M +$1.91M +32,812 +2%
DKCM
15
Davidson Kempner Capital Management
New York
$94.2M +$94.8M +1,628,952 New
Boston Partners
16
Boston Partners
Massachusetts
$94.1M +$94.7M +1,626,107 New
JP Morgan Chase
17
JP Morgan Chase
New York
$93.2M +$918K +15,760 +1%
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$91.9M -$68.4M -1,175,153 -42%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$82.3M +$19M +326,202 +30%
Norges Bank
20
Norges Bank
Norway
$79.6M +$12.5M +215,370 +19%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.1M +$70.7M +1,214,073 +1,001%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$70.6M +$6.81M +116,919 +11%
Bank of America
23
Bank of America
North Carolina
$68.7M -$2.99M -51,305 -4%
BCIM
24
British Columbia Investment Management
British Columbia, Canada
$62.9M +$36M +618,083 +131%
MAMU
25
Marathon Asset Management (UK)
United Kingdom
$58.3M -$882K -15,140 -1%

RBA Hedge Fund Activity: Q4 2022 in Review

352 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2022, worth a combined $5.68B — down 2.6% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RBA positions and 37 closed out — a net gain of 43 holders — while 108 added to existing stakes and 135 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $162M. The largest seller was Fidelity International, cutting an estimated $230M.

  • 352 institutional investors held RB Global (RBA) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.68B of RB Global stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 80 funds opened new RB Global positions in Q4 2022 and 37 closed out, a net change of +43 holders.
  • The largest RB Global buyer in Q4 2022 was Independent Franchise Partners, an estimated $162M added.
  • The largest RB Global seller in Q4 2022 was Fidelity International, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.