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RB Global

385 hedge funds and large institutions have $10.9B invested in RB Global in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $10.7M

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$890M)

3.62% more ownership

Funds ownership: 91.87%95.49% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 391385 (-6)

25% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 159

Holders
385
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.11%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
120
Reduced
159
Closed
50
Calls
$42.3M
Puts
$10.7M
Net Calls
+$31.6M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B +$826M +13,400,942 +145%
IFP
2
Independent Franchise Partners
United Kingdom
$994M -$11M -178,487 -1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$645M +$60.2M +977,171 +10%
EIG
4
EdgePoint Investment Group
Ontario, Canada
$523M +$50.8M +824,342 +11%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$439M +$3.78M +61,295 +0.9%
BlackRock
6
BlackRock
New York
$415M +$10.3M +167,494 +3%
VAM
7
Vontobel Asset Management
New York
$265M +$46M +746,112 +23%
RP
8
Riverbridge Partners
Minnesota
$239M -$14.8M -239,681 -6%
ACH
9
ArrowMark Colorado Holdings
Colorado
$238M -$42.6M -691,324 -15%
CB
10
Cooke & Bieler
Pennsylvania
$219M -$52M -844,037 -19%
Boston Partners
11
Boston Partners
Massachusetts
$210M -$8.83M -143,334 -4%
AA
12
Ancora Advisors
Ohio
$210M -$8.04M -130,504 -4%
EAM
13
Eagle Asset Management
Florida
$208M -$11.6M -188,549 -5%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$198M +$425K +6,892 +0.2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$189M +$2.23M +36,197 +1%
State Street
16
State Street
Massachusetts
$165M +$6.51M +105,658 +4%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$164M +$6.99M +113,514 +5%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$163M -$34.8M -564,332 -18%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$163M +$40.7M +660,453 +34%
JP Morgan Chase
20
JP Morgan Chase
New York
$150M -$19.9M -323,705 -12%
Citadel Advisors
21
Citadel Advisors
Florida
$145M +$34.2M +555,788 +31%
Norges Bank
22
Norges Bank
Norway
$144M +$69.4K +1,127 +0%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$136M +$1.36M +22,015 +1%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M -$22M -356,663 -15%
Bank of America
25
Bank of America
North Carolina
$114M -$50.8M -824,229 -31%

RBA Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q3 2023, worth a combined $10.9B — up 8.9% from $10B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RBA and 49 opened new positions — a net loss of 1 holder — while 159 trimmed existing stakes and 120 added.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was Discerene Group, cutting an estimated $69.4M.

  • 385 institutional investors held RB Global (RBA) as of Q3 2023, down from 391 in Q2 2023.
  • Funds reported $10.9B of RB Global stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 49 funds opened new RB Global positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest RB Global buyer in Q3 2023 was Vanguard Group, an estimated $826M added.
  • The largest RB Global seller in Q3 2023 was Discerene Group, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2023.